| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Radon Stancil POM Investment Strategies LLC | 43 | $1,019 | $1,339.66 | $320.66 | 31.47% |
William Liberti Wealth Effects LLC | 7,460 | $214,171.62 | $231,334.6 | $17,162.98 | 8.01% |
Arlie W. Green Fortress Wealth Management Inc. | 267,516 | $6.4M | $8.31M | $1.91M | 29.8% |
David Mailloux WealthCare Investment Partners LLC | 17,088 | $403,799.1 | $527,762.88 | $123,963.78 | 30.7% |
Kathryn Brown Morton Brown Family Wealth LLC | 7,059 | $165,815.91 | $219,958.44 | $54,142.53 | 32.65% |
Marc H. Stone Tyler-Stone Wealth Management | 9,144 | $238,292.64 | $284,881.32 | $46,588.68 | 19.55% |
Missy Straw Nilsine Partners LLC | 7,500 | $218,775 | $233,662.5 | $14,887.5 | 6.8% |
| EM Erin Mccann Simplicity Wealth LLC | 34,589 | $910,147.16 | $1.07M | $164,187.18 | 18.04% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 11,992 | $324,383.59 | $373,550.8 | $49,167.21 | 15.16% |
| DW Darren Woolson Asset Allocation Strategies LLC | 20,653 | $474,699.89 | $638,694.02 | $163,994.13 | 34.55% |
| CMD Chris M. Denholm Objective Capital Management LLC | 9,111 | $255,922.64 | $282,805.44 | $26,882.8 | 10.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 48,838 | $1.31M | $1.52M | $209,026.64 | 15.99% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,752 | $344,942 | $395,758.32 | $50,816.32 | 14.73% |
Mariana Coli Dunhill Financial LLC | 782,279 | $20.76M | $24.28M | $3.52M | 16.97% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1.16M | $28.49M | $36.06M | $7.56M | 26.54% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 39,192 | $958,138.66 | $1.22M | $262,888.1 | 27.44% |
Loni Adams Daymark Wealth Partners LLC | 7,777 | $223,255.76 | $242,642.4 | $19,386.64 | 8.68% |
Adam Laibson Mainsail Financial Group LLC | 269,735 | $6.62M | $8.38M | $1.76M | 26.61% |
Andrew Lewis Genesis Private Wealth LLC | 11,664 | $294,089.68 | $360,709.2 | $66,619.52 | 22.65% |
Jill Batley Gateway Wealth Partners LLC | 11,443 | $328,533.81 | $356,449.45 | $27,915.64 | 8.5% |