| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTM F. Thomas Mosley Mosley Wealth Management | 90,368 | $6.11M | $5.75M | -$357,600.68 | -5.85% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 9,753 | $588,338.14 | $616,389.6 | $28,051.46 | 4.77% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 185,640 | $7.61M | $12.2M | $4.59M | 60.38% |
Tammy Trenta FF Advisors,LLC | 48,183 | $2.11M | $3.1M | $995,456.59 | 47.24% |
Brian Distler Lakeridge Wealth Management LLC | 14,485 | $611,076.84 | $952,243.9 | $341,167.06 | 55.83% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,408 | $80,605.78 | $89,816.32 | $9,210.54 | 11.43% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 3,277 | $143,839.48 | $211,006.03 | $67,166.55 | 46.7% |
Angela Pompian Sunpointe, LLC | 9,687 | $469,740.43 | $636,823.38 | $167,082.95 | 35.57% |
Kyle Jones Pineridge Advisors LLC | 25,463 | $1.04M | $1.64M | $600,712.11 | 57.82% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 7,150 | $376,943.81 | $460,388.5 | $83,444.69 | 22.14% |
Stephanie Ternes Wealth Forward, LLC | 7,350 | $305,757.02 | $483,189 | $177,431.98 | 58.03% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 4,811 | $193,956.76 | $309,780.29 | $115,823.53 | 59.72% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 285,278 | $15.35M | $18.23M | $2.88M | 18.74% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,953 | $202,012 | $190,143.67 | -$11,868.33 | -5.88% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 10,820 | $740,196 | $711,306.8 | -$28,889.2 | -3.9% |
Jessica Vickery BlueChip Wealth Advisors LLC | 4,062 | $222,232.58 | $267,035.88 | $44,803.3 | 20.16% |
Michael Bailey MGB Wealth Management, LLC | 31,645 | $1.71M | $2.04M | $330,984.09 | 19.39% |
Douglas E. Morisoli Fairman Group, LLC | 237 | $9,530 | $15,260.43 | $5,730.43 | 60.13% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 78,775 | $3.18M | $5.04M | $1.86M | 58.33% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,840 | $73,986.66 | $117,235.6 | $43,248.94 | 58.46% |