| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 3,785 | $832,056.55 | $886,219.9 | $54,163.35 | 6.51% |
Daniel Guy Ethos Financial Group LLC | 2,745 | $674,561.69 | $633,930.3 | -$40,631.39 | -6.02% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 5,164 | $779,950.55 | $1.21M | $429,045.13 | 55.01% |
Victoria Latham Fiduciary Alliance LLC | 7,590 | $2.2M | $1.76M | -$439,227.22 | -20.01% |
Gary Dempsey Leslie Global Wealth LLC | 1,339 | $317,452.29 | $311,558.52 | -$5,893.77 | -1.86% |
Morgan Carter RFP Financial Group LLC | 887 | $249,433 | $206,821.79 | -$42,611.21 | -17.08% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 2,724 | $633,773.58 | $633,057.6 | -$715.98 | -0.11% |
Loni Adams Daymark Wealth Partners LLC | 109,035 | $16.93M | $25.24M | $8.31M | 49.1% |
Stephen Cheifetz Kades & Cheifetz LLC | 3,230 | $455,492.27 | $754,043.5 | $298,551.23 | 65.54% |
Brian Matter Creative Capital Management Investments LLC | 131 | $30,208.39 | $30,669.72 | $461.33 | 1.53% |
Michael Snyder Beaumont Financial Advisors LLC | 6,968 | $1.02M | $1.62M | $597,855.7 | 58.4% |
Erik Brenner Hilltop Partners LLC | 2,776 | $817,436.56 | $646,946.8 | -$170,489.76 | -20.86% |
Jade Franke Retirement Investment Advisors Inc. | 3,750 | $638,147.81 | $872,850 | $234,702.19 | 36.78% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,247 | $274,177.12 | $291,947.64 | $17,770.52 | 6.48% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,119 | $327,092.34 | $499,978.05 | $172,885.71 | 52.86% |
Xenia Woltmann Rochester Wealth Strategies LLC | 1,586 | $394,765.52 | $366,159.82 | -$28,605.7 | -7.25% |
Christopher Casanega Sharper & Granite LLC | 950 | $208,838.76 | $221,568.5 | $12,729.74 | 6.1% |
Belena Vincetti Fortis Capital Advisors LLC | 6,688 | $1.78M | $1.55M | -$221,022.12 | -12.45% |
Jeffrey D. Munjack JDM Financial Group LLC | 33 | $8,517.24 | $7,683.88 | -$833.36 | -9.78% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,180 | $897,231.22 | $738,650.4 | -$158,580.82 | -17.67% |