| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loyd Stegent Stegent Equity Advisors Inc. | 9,793 | $985,310.56 | $1.05M | $63,323.88 | 6.43% |
Joel A. Schreiber SFI Advisors LLC | 3,682 | $370,814.22 | $394,194.92 | $23,380.7 | 6.31% |
Marc H. Stone Tyler-Stone Wealth Management | 2,477 | $255,581.5 | $265,596.32 | $10,014.82 | 3.92% |
Thomas Mason Mason & Associates Inc. | 2,590 | $210,806.48 | $279,797.7 | $68,991.22 | 32.73% |
Jason Matthews Kfg Wealth Management LLC | 7,274 | $711,580.65 | $779,336.36 | $67,755.71 | 9.52% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,764 | $1.13M | $1.37M | $241,936.3 | 21.47% |
Kevin Zemann WealthPlan Investment Management LLC | 3,906 | $424,211.76 | $413,489.16 | -$10,722.6 | -2.53% |
Brook Hart Presilium Private Wealth LLC | 4,449 | $487,254 | $477,288.72 | -$9,965.28 | -2.05% |
Rachel Faulk Cape Investment Advisory Inc. | 337 | $36,933.67 | $36,116.29 | -$817.38 | -2.21% |
Mariana Coli Dunhill Financial LLC | 94 | $9,754.96 | $10,073.98 | $319.02 | 3.27% |
Lukas Lindgren Abound Wealth Management | 202 | $21,858.1 | $21,621.07 | -$237.03 | -1.08% |
Adam Laibson Mainsail Financial Group LLC | 64,382 | $5.96M | $6.91M | $950,530.4 | 15.95% |
Bepin Serraj Richard W. Paul & Associates LLC | 12 | $1,114.2 | $1,289.1 | $174.9 | 15.7% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 13,631 | $1.4M | $1.46M | $54,708.27 | 3.9% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 50 | $5,476 | $5,347.75 | -$128.25 | -2.34% |
Jill Batley Gateway Wealth Partners LLC | 2,016 | $207,874.43 | $214,814.88 | $6,940.45 | 3.34% |
| PIL PFG Investments LLC PFG Investments LLC | 6,645 | $601,369.93 | $712,543.35 | $111,173.42 | 18.49% |
| JC Jared Calvert Buck Wealth Strategies LLC | 73 | $7,969 | $7,822.68 | -$146.32 | -1.84% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,948 | $428,652.04 | $422,060.94 | -$6,591.1 | -1.54% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 2,315 | $193,603 | $248,156.42 | $54,553.42 | 28.18% |