| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen Schrum Schrum Private Wealth Management LLC | 20,522 | $2.83M | $4.53M | $1.69M | 59.74% |
Kristofer Gray Integrity Financial Corp. /WA | 1,156 | $105,831.8 | $247,106.56 | $141,274.76 | 133.49% |
Samuel Miller Kraft, Davis & Associates LLC | 2,110 | $193,170.5 | $454,610.05 | $261,439.55 | 135.34% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 10,646 | $1.41M | $2.28M | $868,086.62 | 61.4% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,013 | $485,304.02 | $886,812.8 | $401,508.78 | 82.73% |
James M. Perkins Quantum Private Wealth LLC | 1,500 | $236,040 | $325,770 | $89,730 | 38.01% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,250 | $1.7M | $1.96M | $261,486.07 | 15.36% |
Loni Adams Daymark Wealth Partners LLC | 2,085 | $336,559.35 | $442,447.42 | $105,888.07 | 31.46% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,134 | $246,327 | $240,470.37 | -$5,856.63 | -2.38% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 661 | $98,192 | $141,295.36 | $43,103.36 | 43.9% |
Sheila J. Lindsay Bensler LLC | 1,190 | $258,492 | $255,362.1 | -$3,129.9 | -1.21% |
Jill Batley Gateway Wealth Partners LLC | 3,212 | $506,066.55 | $681,586.4 | $175,519.85 | 34.68% |
Michelle S. Vang Socha Financial Group LLC | 14,414 | $1.87M | $3.06M | $1.19M | 63.94% |
Able Financial Group LLC ABLE Financial Group, LLC | 1,213 | $190,874.99 | $259,933.77 | $69,058.78 | 36.18% |
Katherine Stoner Empower Advisory Group, LLC | 4,904 | $902,112.65 | $1.04M | $137,805.07 | 15.28% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,250 | $196,772.38 | $266,243.75 | $69,471.37 | 35.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,585 | $266,285.35 | $345,522.07 | $79,236.72 | 29.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,575 | $1.8M | $2.75M | $950,982 | 52.76% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,726 | $686,805.89 | $1M | $316,382.13 | 46.07% |
James Rankin Modern Wealth Management, LLC | 1,551 | $336,983 | $338,978.8 | $1,995.8 | 0.59% |