| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 167,058 | $3.27M | $3.39M | $121,952.34 | 3.73% |
Lincoln Bach Delap Wealth Advisory LLC | 13,080 | $206,868.8 | $265,785.6 | $58,916.8 | 28.48% |
Craig Johnsen Fortitude Advisory Group LLC | 27,006 | $423,343.44 | $548,761.92 | $125,418.48 | 29.63% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 24,945 | $469,571.93 | $506,882.4 | $37,310.47 | 7.95% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 11,183 | $215,831.9 | $227,238.56 | $11,406.66 | 5.28% |
| JMP James M. Perkins Quantum Private Wealth LLC | 116,048 | $1.28M | $2.36M | $1.08M | 84.6% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,499 | $62,083.18 | $71,099.68 | $9,016.5 | 14.52% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 211 | $3,498.34 | $4,287.52 | $789.18 | 22.56% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 56,321 | $1.01M | $1.14M | $130,699.58 | 12.89% |
| RD Rodrigo Diaz Plan Group Financial LLC | 38,702 | $719,471.42 | $786,424.64 | $66,953.22 | 9.31% |
Amna Ali Khan GDS Wealth Management | 18,867 | $268,116.12 | $383,377.44 | $115,261.32 | 42.99% |
Mark Mowrey Signature Resources Capital Management LLC | 330 | $6,068.12 | $6,705.6 | $637.48 | 10.51% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 55,876 | $921,502 | $1.14M | $213,898.32 | 23.21% |
| PJ Peter Joers Avos Capital Management LLC | 79,365 | $1.59M | $1.61M | $26,392.23 | 1.66% |
Mariana Coli Dunhill Financial LLC | 3,454 | $62,621 | $70,185.28 | $7,564.28 | 12.08% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,072 | $38,921.51 | $42,103.04 | $3,181.53 | 8.17% |
Lukas Lindgren Abound Wealth Management | 59 | $1,013 | $1,198.88 | $185.88 | 18.35% |
| DP Drew Phillips Fortitude Family Office LLC | 115,408 | $1.94M | $2.35M | $400,805.37 | 20.61% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 25,763 | $483,906.91 | $523,504.16 | $39,597.25 | 8.18% |
Jill Grimes Centurion Wealth Management LLC | 12,397 | $162,802.94 | $251,907.04 | $89,104.1 | 54.73% |