| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 6,278 | $275,101.96 | $311,136.42 | $36,034.46 | 13.1% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 88,252 | $4.01M | $4.31M | $300,786.05 | 7.5% |
Jessica Thayer Unique Wealth LLC | 428,462 | $19.32M | $20.93M | $1.61M | 8.36% |
Charles Corkery PUREfi Wealth, LLC | 15,387 | $703,382.49 | $751,654.95 | $48,272.46 | 6.86% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,927 | $435,001 | $484,933.95 | $49,932.95 | 11.48% |
Stephen Davis Fairvoy Private Wealth LLC | 22,086 | $989,164.41 | $1.08M | $89,736.69 | 9.07% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 2.7M | $118.43M | $132.02M | $13.59M | 11.48% |
Warner Group LLC Warner Group LLC | 166,920 | $8.13M | $8.15M | $22,189.78 | 0.27% |