| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 6,278 | $275,101.96 | $305,110.8 | $30,008.84 | 10.91% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 88,252 | $4.01M | $4.27M | $257,983.83 | 6.43% |
Jessica Thayer Unique Wealth LLC | 428,462 | $19.32M | $20.84M | $1.52M | 7.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,884 | $95,971 | $92,768.16 | -$3,202.84 | -3.34% |
Charles Corkery PUREfi Wealth, LLC | 15,387 | $703,382.49 | $748,269.81 | $44,887.32 | 6.38% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,490 | $415,851.67 | $460,454.8 | $44,603.13 | 10.73% |
Anne Wright Lummis Asset Management, LP | 713 | $37,240 | $34,666.06 | -$2,573.94 | -6.91% |
Stephen Davis Fairvoy Private Wealth LLC | 22,086 | $989,164.41 | $1.07M | $84,877.77 | 8.58% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 2.78M | $122.28M | $134.4M | $12.12M | 9.91% |
Warner Group LLC Warner Group LLC | 166,920 | $8.13M | $8.17M | $33,874.18 | 0.42% |