| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 114,938 | $4.69M | $5.63M | $932,532.79 | 19.87% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 5,285 | $236,239.5 | $259,942.72 | $23,703.22 | 10.03% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,418 | $96,481.26 | $119,086.5 | $22,605.24 | 23.43% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 243 | $11,197 | $11,968.96 | $771.96 | 6.89% |
Lukas Lindgren Abound Wealth Management | 1,182 | $54,541.29 | $57,770.25 | $3,228.96 | 5.92% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,095 | $277,263.79 | $299,355.92 | $22,092.13 | 7.97% |
Jill Grimes Centurion Wealth Management LLC | 34,202 | $1.37M | $1.68M | $315,240.97 | 23.04% |
Brian Dechow SWAN Capital LLC | 234 | $10,434 | $11,504.61 | $1,070.61 | 10.26% |
Loni Adams Daymark Wealth Partners LLC | 22,520 | $1.04M | $1.11M | $72,746.78 | 7.02% |
Erik Brenner Hilltop Partners LLC | 6,127 | $273,877 | $302,428.72 | $28,551.72 | 10.43% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,849 | $350,736.99 | $386,798.72 | $36,061.73 | 10.28% |
Stephen Smith Kestra Investment Management LLC | 5,218 | $241,336.11 | $256,282.07 | $14,945.96 | 6.19% |
Amy Ardeel Icon Wealth Advisors LLC | 16,426 | $713,792.69 | $807,584.29 | $93,791.6 | 13.14% |
Andy Peters Goldstein Advisors LLC | 78,989 | $3.16M | $3.86M | $700,996.64 | 22.19% |
Kyle Kelley Family Capital Management Inc. | 83,760 | $3.34M | $4.1M | $752,169.01 | 22.5% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 78,551 | $3.19M | $3.84M | $647,963.73 | 20.3% |
Moises Valladares Insigneo Advisory Services LLC | 13,530 | $542,419.66 | $667,164.3 | $124,744.64 | 23% |
| NH Nathaniel Holden Core Wealth Partners LLC | 5,552 | $227,073.41 | $273,991.2 | $46,917.79 | 20.66% |
Robert B. LaRue Owen LaRue LLC | 8,899 | $375,184.04 | $439,877.57 | $64,693.53 | 17.24% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,837 | $219,985.18 | $238,101.32 | $18,116.14 | 8.24% |