| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 9,050 | $307,971.5 | $389,014.25 | $81,042.75 | 26.32% |
Daniel Guy Ethos Financial Group LLC | 7,209 | $226,435 | $309,374.23 | $82,939.23 | 36.63% |
Scott Register Register Financial Advisors LLC | 240 | $7,538.77 | $10,306.8 | $2,768.03 | 36.72% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 33,814 | $987,030.82 | $1.46M | $472,719.56 | 47.89% |
Gregg Zeoli Empire Financial Management Company LLC | 5,820 | $184,628.23 | $251,656.8 | $67,028.57 | 36.3% |
| CWL Channel Wealth LLC Channel Wealth LLC | 137,295 | $4.52M | $5.93M | $1.42M | 31.37% |
David Silver INSTRUMENTAL WEALTH, LLC | 6,163 | $192,435.44 | $262,913.58 | $70,478.14 | 36.62% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,347 | $395,313.92 | $398,556.08 | $3,242.16 | 0.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,856 | $287,583 | $330,030.55 | $42,447.55 | 14.76% |
James Rankin Modern Wealth Management, LLC | 244,790 | $7.32M | $10.44M | $3.12M | 42.54% |
David W. Lewis Lewis Asset Management, LLC | 17,471 | $740,491.22 | $751,777.13 | $11,285.91 | 1.52% |
Luke Bunch OxenFree Capital LLC | 19,210 | $837,998.01 | $818,634.15 | -$19,363.86 | -2.31% |
Adam Colby Wealth Group Ltd | 106,299 | $3.2M | $4.58M | $1.38M | 43.02% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 548 | $23,257 | $23,388.64 | $131.64 | 0.57% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 18,908 | $603,742.34 | $817,203.76 | $213,461.42 | 35.36% |
Ricky Tawil American Alpha Advisors LLC | 139,003 | $4.83M | $5.93M | $1.1M | 22.74% |
Jefferson H. West Legacy Investment Solutions LLC | 4,177 | $142,148 | $179,297.72 | $37,149.72 | 26.13% |
| IFA Investor's Fiduciary Advisor Network LLC Investor's Fiduciary Advisor Network LLC | 107,701 | $4.43M | $4.64M | $213,383.8 | 4.82% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 46,116 | $1.95M | $1.99M | $40,381.5 | 2.07% |
| TW Travis Weitz Unified Investment Management | 22,961 | $695,837.62 | $987,093.39 | $291,255.77 | 41.86% |