| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Mailloux WealthCare Investment Partners LLC | 17,088 | $403,799.1 | $494,014.08 | $90,214.98 | 22.34% |
Kathryn Brown Morton Brown Family Wealth LLC | 7,059 | $165,815.91 | $204,287.46 | $38,471.55 | 23.2% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 130 | $3,367 | $3,762.2 | $395.2 | 11.74% |
Marc H. Stone Tyler-Stone Wealth Management | 9,144 | $238,292.64 | $264,627.36 | $26,334.72 | 11.05% |
Missy Straw Nilsine Partners LLC | 7,500 | $218,775 | $217,050 | -$1,725 | -0.79% |
| EM Erin Mccann Simplicity Wealth LLC | 34,589 | $910,147.16 | $1M | $90,858.5 | 9.98% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 11,992 | $324,383.59 | $347,048.48 | $22,664.89 | 6.99% |
| DW Darren Woolson Asset Allocation Strategies LLC | 20,653 | $474,699.89 | $620,209.59 | $145,509.7 | 30.65% |
| CMD Chris M. Denholm Objective Capital Management LLC | 9,100 | $255,586.15 | $263,354 | $7,767.85 | 3.04% |
Amanda Hawley Atria Wealth Solutions Inc. | 48,838 | $1.31M | $1.41M | $106,466.84 | 8.15% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,752 | $344,942 | $369,042.88 | $24,100.88 | 6.99% |
Mariana Coli Dunhill Financial LLC | 782,279 | $20.76M | $22.62M | $1.86M | 8.94% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1.16M | $28.49M | $33.5M | $5M | 17.56% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 39,192 | $958,138.66 | $1.13M | $176,077.82 | 18.38% |
Loni Adams Daymark Wealth Partners LLC | 7,777 | $223,255.76 | $225,066.38 | $1,810.62 | 0.81% |
Adam Laibson Mainsail Financial Group LLC | 269,735 | $6.62M | $7.81M | $1.19M | 17.91% |
Andrew Lewis Genesis Private Wealth LLC | 11,664 | $294,089.68 | $337,556.16 | $43,466.48 | 14.78% |
Jill Batley Gateway Wealth Partners LLC | 20,322 | $583,454 | $588,118.68 | $4,664.68 | 0.8% |
Able Financial Group LLC ABLE Financial Group, LLC | 213,091 | $5.19M | $6.17M | $975,810.66 | 18.8% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 19,107 | $455,168.23 | $552,956.58 | $97,788.35 | 21.48% |