| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 19,000 | $147,497.82 | $176,985 | $29,487.18 | 19.99% |
Shawn Scholz Impact Partnership Wealth, LLC | 11,084 | $97,445.79 | $103,469.14 | $6,023.35 | 6.18% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,931 | $113,663.59 | $111,912.78 | -$1,750.81 | -1.54% |
Annmarie Young KPP Advisory Services LLC | 15,725 | $128,316.36 | $147,028.75 | $18,712.39 | 14.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 52,929 | $442,678.99 | $497,532.6 | $54,853.61 | 12.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,115 | $96,371.04 | $94,777.55 | -$1,593.49 | -1.65% |
James Rankin Modern Wealth Management, LLC | 12,475 | $105,575.57 | $117,140.25 | $11,564.68 | 10.95% |
David Vollmer PFS Partners, LLC | 9,381 | $74,376.19 | $87,477.82 | $13,101.63 | 17.62% |
Joshua Stipcich Tidemark, LLC | 218 | $1,789.89 | $2,039.39 | $249.5 | 13.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 555 | $4,761.38 | $5,217 | $455.62 | 9.57% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 33,615 | $314,331.56 | $313,964.1 | -$367.46 | -0.12% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 900 | $6,948 | $8,392.5 | $1,444.5 | 20.79% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 63,682 | $567,761.1 | $596,700.34 | $28,939.24 | 5.1% |
Brandon Hobson Silver Coast Investments LLC | 21,500 | $210,915 | $201,455 | -$9,460 | -4.49% |
Angela Pompian Sunpointe, LLC | 40,436 | $331,374.4 | $378,480.96 | $47,106.56 | 14.22% |
Michael Bailey MGB Wealth Management, LLC | 55,822 | $455,228.5 | $522,773.03 | $67,544.53 | 14.84% |
Ian Jameson American Capital Advisory, LLC | 2,650 | $20,458 | $24,870.25 | $4,412.25 | 21.57% |
Chris M. Frantz Catalina Capital Group, LLC | 14,050 | $108,608.59 | $132,348.19 | $23,739.6 | 21.86% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 10,683 | $97,215 | $99,939.46 | $2,724.46 | 2.8% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,734 | $22,638 | $25,617.58 | $2,979.58 | 13.16% |