| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 551 | $195,863.97 | $204,718.55 | $8,854.58 | 4.52% |
Matthew Keyes Heritage Wealth Partners LLC | 27,733 | $7.53M | $10.3M | $2.77M | 36.76% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 615 | $226,554 | $228,497.11 | $1,943.11 | 0.86% |
Bepin Serraj Richard W. Paul & Associates LLC | 298 | $72,283.62 | $119,956.92 | $47,673.3 | 65.95% |
| PIS PPSC Investment Service Corp PPSC Investment Service Corp | 772,372 | $202.46M | $286.97M | $84.51M | 41.74% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 7,003 | $1.25M | $2.6M | $1.36M | 108.79% |
Salvatore Cocivera Cora Capital Advisors LLC | 615 | $264,628 | $228,497.11 | -$36,130.89 | -13.65% |
Jesse Ellington Dover Advisors LLC | 753 | $260,162.31 | $300,078.04 | $39,915.73 | 15.34% |
Darren Tapley New England Capital Financial Advisors LLC | 458 | $85,753.88 | $170,165.32 | $84,411.44 | 98.43% |
Walter J. West Milestone Asset Management LLC | 5,696 | $2.45M | $2.12M | -$334,777.71 | -13.66% |
Helen Semus Semus Wealth Partners LLC | 1,009 | $392,210.98 | $406,162.86 | $13,951.88 | 3.56% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,244 | $808,427.12 | $1.21M | $396,848.67 | 49.09% |
| SS Sasha Stewart Marmo Financial Group LLC | 757 | $218,122 | $281,255.79 | $63,133.79 | 28.94% |
Lydia Moore MRP Capital Investments LLC | 7,963 | $1.92M | $3.21M | $1.28M | 66.68% |
Jesse Haller Compass Financial Group Inc./SD | 1,226 | $377,871.88 | $476,938.52 | $99,066.64 | 26.22% |
David Bach River Street Advisors LLC | 981 | $329,315.38 | $364,480.75 | $35,165.37 | 10.68% |
Moises Valladares Insigneo Advisory Services LLC | 87,368 | $24.42M | $32.46M | $8.04M | 32.92% |
John Canning Mi LLCreek Capital Advisors LLC | 5,499 | $1.13M | $2.04M | $908,467.96 | 80.07% |
| NH Nathaniel Holden Core Wealth Partners LLC | 1,349 | $322,549.95 | $501,207.47 | $178,657.52 | 55.39% |
David Stevens Stevens Capital Partners | 693 | $298,273 | $278,960.22 | -$19,312.78 | -6.47% |