| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jodi Greenlund Financial Council LLC | 9,067 | $279,263.6 | $291,957.4 | $12,693.8 | 4.55% |
Lukas Lindgren Abound Wealth Management | 802 | $24,702 | $25,768.26 | $1,066.26 | 4.32% |
Bert D. Barre Colonial Trust Co. / SC | 1,753 | $50,170.86 | $57,209.15 | $7,038.29 | 14.03% |
Jill Batley Gateway Wealth Partners LLC | 28,596 | $835,911.88 | $934,660.26 | $98,748.38 | 11.81% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,709 | $301,820.64 | $382,415.94 | $80,595.3 | 26.7% |
Emily Priebe Priebe Wealth Holdings LLC | 39,775 | $1.03M | $1.3M | $271,461.01 | 26.4% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,445 | $322,875.43 | $341,448.09 | $18,572.66 | 5.75% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 20 | $615 | $640.8 | $25.8 | 4.2% |
IFS Group LLC IFS Group LLC | 29,238 | $866,465.02 | $954,913.08 | $88,448.06 | 10.21% |