| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 12,208 | $774,231.36 | $2.15M | $1.37M | 177.56% |
| NK Nancy Kay Cross Staff Investments Inc. | 7,838 | $804,898.16 | $1.39M | $588,423.91 | 73.11% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,376 | $419,247.69 | $597,518.24 | $178,270.55 | 42.52% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 290 | $42,261 | $50,384.6 | $8,123.6 | 19.22% |
Courtney Holt Compound Planning, Inc. | 1,569 | $194,657.26 | $274,582.84 | $79,925.58 | 41.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,791 | $1.04M | $1.17M | $131,650.72 | 12.62% |
| CL Colton Loder Cohalo Advisory LLC | 311 | $36,752.17 | $53,459.34 | $16,707.17 | 45.46% |
| AS Aryn Sands GK Wealth Management LLC | 4,836 | $912,605 | $834,185.82 | -$78,419.18 | -8.59% |