| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,610 | $763,861.94 | $926,940.3 | $163,078.36 | 21.35% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 13,661 | $1.72M | $2.25M | $533,358.97 | 31% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 4,789 | $713,465.22 | $790,544.17 | $77,078.95 | 10.8% |
Kevin B. Crawford JB Capital LLC | 7,864 | $967,082.93 | $1.3M | $330,870.27 | 34.21% |
Adam J. Peck Riverwater Partners LLC | 5,972 | $556,269.15 | $985,678.6 | $429,409.45 | 77.19% |
| RT Robert Tutela Essex LLC | 1,435 | $213,597.3 | $236,846.75 | $23,249.45 | 10.88% |
Brian Baylis Bell Investment Advisors Inc. | 7,007 | $774,290.06 | $1.16M | $384,037.11 | 49.6% |
Alexander Eichhorn Tanager Wealth Management LLP | 3,319 | $316,714.64 | $547,800.95 | $231,086.31 | 72.96% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 261,453 | $28.62M | $43.22M | $14.6M | 51.02% |
| CB Charles Brewster Brewster Financial Planning LLC | 4,678 | $455,917.88 | $762,771.29 | $306,853.41 | 67.3% |
| RCS Ryan Charles Stout Theory Financial LLC | 4,983 | $654,388.69 | $823,739.73 | $169,351.04 | 25.88% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,115 | $234,188.3 | $344,871.9 | $110,683.6 | 47.26% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,296 | $168,708.8 | $214,397.28 | $45,688.48 | 27.08% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,464 | $839,456.67 | $1.4M | $561,504.61 | 66.89% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 35,182 | $3.49M | $5.82M | $2.32M | 66.46% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,035 | $1.09M | $1.83M | $733,015.75 | 67.09% |
Matt Shibata Morling Financial Advisors LLC | 12,789 | $1.34M | $2.12M | $771,233.54 | 57.36% |
Jennifer Scott Scott Capital Advisors LLC | 10,607 | $1.12M | $1.75M | $633,621.73 | 56.58% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,068 | $300,714.56 | $342,109.24 | $41,394.68 | 13.77% |
Andrew Miller OLIO Financial Planning | 10,384 | $1.09M | $1.69M | $605,476.32 | 55.66% |