| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 1,092 | $45,534.11 | $47,911.5 | $2,377.39 | 5.22% |
| TJS Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 257,703 | $9.66M | $11.23M | $1.57M | 16.28% |
| SJL Sheila J. Lindsay Bensler LLC | 7,660 | $200,986.71 | $333,593 | $132,606.29 | 65.98% |
Jeffrey Steele Silverlake Wealth Management LLC | 95,259 | $3.26M | $4.15M | $890,239.74 | 27.32% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 25,701 | $909,486.7 | $1.12M | $209,791.85 | 23.07% |
Beth Zilka Baron Wealth Management LLC | 57,851 | $2.37M | $2.52M | $145,792.17 | 6.14% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 3,504 | $153,290 | $152,161.2 | -$1,128.8 | -0.74% |
Benjamin J. Jones National Wealth Management Group, LLC | 8,762 | $231,555.56 | $375,364.08 | $143,808.52 | 62.11% |
Katherine Stoner Empower Advisory Group, LLC | 7,502 | $312,833.44 | $325,774.35 | $12,940.91 | 4.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 128,140 | $5.25M | $5.48M | $223,656.13 | 4.26% |
| KS Kristi Shields ROGCO, LP | 1,521 | $56,323 | $66,057.03 | $9,734.03 | 17.28% |
Amir Har-El Savvy Advisors, Inc. | 11,956 | $498,565.33 | $519,308.86 | $20,743.53 | 4.16% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,227 | $296,321.98 | $314,229.96 | $17,907.98 | 6.04% |
Chandler te Velde Maia Wealth LLC | 11,533 | $370,053.35 | $501,512.5 | $131,459.15 | 35.52% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,601 | $330,895.08 | $373,068.37 | $42,173.29 | 12.75% |
James Morris FMA Wealth Management, LLC | 11,607 | $405,715.43 | $504,730.39 | $99,014.96 | 24.41% |
Margaret Nickens Elm3 Financial Group, LLC | 20,830 | $773,959.46 | $905,792.55 | $131,833.09 | 17.03% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,011 | $263,209.15 | $433,426.24 | $170,217.09 | 64.67% |
Angela Mari Abich Financial Wealth Management LLC | 300 | $9,954 | $13,000.5 | $3,046.5 | 30.61% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,552 | $429,456 | $501,068 | $71,612 | 16.68% |