| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 7,059 | $165,815.91 | $203,158.02 | $37,342.11 | 22.52% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 130 | $3,367 | $3,742.05 | $375.05 | 11.14% |
Marc H. Stone Tyler-Stone Wealth Management | 9,144 | $238,292.64 | $261,838.44 | $23,545.8 | 9.88% |
| MS Missy Straw Nilsine Partners LLC | 7,500 | $218,775 | $214,762.5 | -$4,012.5 | -1.83% |
| EM Erin Mccann Simplicity Wealth LLC | 22,746 | $589,794.02 | $651,331.71 | $61,537.69 | 10.43% |
| DW Darren Woolson Asset Allocation Strategies LLC | 22,042 | $506,327.34 | $631,503.3 | $125,175.96 | 24.72% |
| CMD Chris M. Denholm Objective Capital Management LLC | 9,085 | $255,180.4 | $260,285.25 | $5,104.85 | 2% |
Amanda Hawley Atria Wealth Solutions Inc. | 48,838 | $1.31M | $1.4M | $89,129.35 | 6.82% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 7,995 | $229,536.45 | $228,816.9 | -$719.55 | -0.31% |
Mariana Coli Dunhill Financial LLC | 564,778 | $14.84M | $16.14M | $1.31M | 8.8% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1.13M | $27.82M | $32.38M | $4.56M | 16.37% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 38,175 | $930,628.81 | $1.09M | $160,603.56 | 17.26% |
Loni Adams Daymark Wealth Partners LLC | 7,762 | $222,850 | $221,488.67 | -$1,361.33 | -0.61% |
Adam Laibson Mainsail Financial Group LLC | 226,711 | $5.46M | $6.49M | $1.03M | 18.92% |
| NH Nathaniel Holden Core Wealth Partners LLC | 7,183 | $206,224 | $207,085.89 | $861.89 | 0.42% |
Andrew Lewis Genesis Private Wealth LLC | 11,477 | $289,031.52 | $326,979.73 | $37,948.21 | 13.13% |
Jill Batley Gateway Wealth Partners LLC | 20,322 | $583,454 | $580,701.15 | -$2,752.85 | -0.47% |
Able Financial Group LLC ABLE Financial Group, LLC | 206,838 | $5.02M | $5.91M | $884,359.85 | 17.61% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 18,597 | $441,372.39 | $530,479.42 | $89,107.03 | 20.19% |
John Shanley Aspect Partners, LLC | 37,951 | $891,884.2 | $1.09M | $200,535.33 | 22.48% |