| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy R. Guthrie Bullseye Investment Management LLC | 4,990 | $116,832 | $118,312.9 | $1,480.9 | 1.27% |
Marc H. Stone Tyler-Stone Wealth Management | 16,326 | $377,026.08 | $387,007.83 | $9,981.75 | 2.65% |
| DW Darren Woolson Asset Allocation Strategies LLC | 18,477 | $429,698.45 | $440,399.29 | $10,700.84 | 2.49% |
Timothy Gerlach Novem Group | 23,050 | $537,492.81 | $545,247.75 | $7,754.94 | 1.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 60,697 | $1.4M | $1.44M | $42,554 | 3.04% |
Jeffrey Gilbert Balboa Wealth Partners | 59,607 | $1.37M | $1.41M | $39,678.81 | 2.9% |
Mariana Coli Dunhill Financial LLC | 7,102 | $155,249.54 | $168,814.54 | $13,565 | 8.74% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 19,102 | $442,533.3 | $451,762.3 | $9,229 | 2.09% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 8,443 | $201,365.55 | $200,943.4 | -$422.15 | -0.21% |
| NH Nathaniel Holden Core Wealth Partners LLC | 27,178 | $618,556.78 | $647,244.07 | $28,687.29 | 4.64% |
Jill Batley Gateway Wealth Partners LLC | 42,030 | $965,539.73 | $992,118.15 | $26,578.42 | 2.75% |
Ian Laterreur Ergawealth Advisors Inc. | 2.65M | $62.24M | $62.77M | $531,852.5 | 0.85% |
| PIL PFG Investments LLC PFG Investments LLC | 11,088 | $264,459 | $263,173.68 | -$1,285.32 | -0.49% |
| CWL Channel Wealth LLC Channel Wealth LLC | 13,142 | $292,424.38 | $312,976.73 | $20,552.35 | 7.03% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 208,256 | $4.89M | $4.95M | $56,260.9 | 1.15% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 92,823 | $2.1M | $2.2M | $98,256.8 | 4.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 454,615 | $10.69M | $10.81M | $119,715.07 | 1.12% |
Jesse Steele Etesian Wealth Advisors, Inc. | 90,720 | $2.14M | $2.16M | $16,708.89 | 0.78% |
Courtney Haddad Concurrent Investment Advisors, LLC | 165,981 | $3.75M | $3.93M | $171,028.98 | 4.56% |
KKM Financial LLC KKM Financial LLC | 23,597 | $559,368.48 | $562,434.49 | $3,066.01 | 0.55% |