| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 2,473 | $401,473.93 | $439,855.22 | $38,381.29 | 9.56% |
SkyOak Wealth SkyOak Wealth LLC | 12,208 | $774,231.36 | $2.05M | $1.28M | 164.88% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,498 | $282,744 | $251,649.03 | -$31,094.97 | -11% |
Nancy Kay Cross Staff Investments Inc. | 7,878 | $812,268.96 | $1.32M | $511,156.34 | 62.93% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,376 | $419,247.69 | $567,134.27 | $147,886.58 | 35.27% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 290 | $42,261 | $48,717.1 | $6,456.1 | 15.28% |
Courtney Holt Compound Planning, Inc. | 1,564 | $193,928.62 | $262,736.38 | $68,807.76 | 35.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,889 | $903,256.33 | $989,293.17 | $86,036.84 | 9.53% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 500 | $94,352 | $83,995 | -$10,357 | -10.98% |
| CL Colton Loder Cohalo Advisory LLC | 308 | $36,397.65 | $51,740.92 | $15,343.27 | 42.15% |
J Hagan Capital Inc. J Hagan Capital Inc. | 1,443 | $272,300 | $256,656.32 | -$15,643.68 | -5.75% |
| AS Aryn Sands GK Wealth Management LLC | 4,836 | $912,605 | $812,399.69 | -$100,205.31 | -10.98% |