| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samira Kadam Synergy Investment Management LLC | 57 | $5,420.13 | $5,393.05 | -$27.08 | -0.5% |
Heather LeVar Roxbury Financial LLC | 168 | $8,309.28 | $15,909.6 | $7,600.32 | 91.47% |
| CL Chris Lein Partners Wealth Management LLC | 3,150 | $223,586.91 | $298,037.25 | $74,450.34 | 33.3% |
| DN Daniel Newman Noble Wealth Management PBC | 16 | $1,521 | $1,512.64 | -$8.36 | -0.55% |
| BG Byron Gustus Cornerstone Select Advisors LLC | 14,039 | $895,661.18 | $1.34M | $447,449.95 | 49.96% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 12,932 | $691,287.6 | $1.22M | $533,372.8 | 77.16% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 6,663 | $547,478.18 | $634,250.97 | $86,772.79 | 15.85% |
| DT David Tepp Tepp RIA LLC | 7,547 | $397,613.23 | $718,398.93 | $320,785.7 | 80.68% |
May Hill Capital LLC May Hill Capital LLC | 13,602 | $1.09M | $1.29M | $207,236.38 | 19.06% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 24,089 | $1.37M | $2.28M | $907,667.55 | 66.08% |
Rossby Financial LLC Rossby Financial LLC | 167 | $14,110.14 | $15,788.18 | $1,678.04 | 11.89% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 180 | $15,433.96 | $17,019 | $1,585.04 | 10.27% |
| JC Jamie Cahal Corient IA LLC | 1,980 | $113,711.4 | $188,476.2 | $74,764.8 | 65.75% |
Brucke Financial Inc. Brucke Financial Inc. | 4,778 | $361,327.13 | $457,493.5 | $96,166.37 | 26.61% |
Kilter Group LLC Kilter Group LLC | 310 | $28,289.58 | $29,307.4 | $1,017.82 | 3.6% |
Binnacle Investments Inc. Binnacle Investments Inc. | 444 | $28,635.45 | $41,864.76 | $13,229.31 | 46.2% |
Papamarkou Wellner Asset Management Inc. Papamarkou Wellner Asset Management Inc. | 9,352 | $759,107.47 | $884,839.48 | $125,732.01 | 16.56% |
Nicole Reese WPG Advisers LLC | 93 | $4,600 | $8,792.22 | $4,192.22 | 91.14% |
| AS Aryn Sands GK Wealth Management LLC | 90 | $8,938 | $8,451.9 | -$486.1 | -5.44% |
Maseco LLP Maseco LLP | 329 | $27,832.84 | $31,297.77 | $3,464.93 | 12.45% |