| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Collier Collier Financial | 3,638 | $147,850 | $216,533.76 | $68,683.76 | 46.46% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,405 | $225,712.2 | $259,278.3 | $33,566.1 | 14.87% |
Craig Kurth PCG Wealth Advisors LLC | 62,617 | $3.45M | $3.73M | $282,641.39 | 8.2% |
Barry Oliver Capital Performance Advisors LLP | 16,637 | $913,152.43 | $984,744.03 | $71,591.6 | 7.84% |
David Mailloux WealthCare Investment Partners LLC | 131,304 | $7.04M | $7.8M | $764,466.2 | 10.86% |
Ryan Gough Perfromance Wealth Partners LLC | 83,189 | $4.58M | $4.96M | $380,308.76 | 8.31% |
| CB Catherine Bluvol Next Level Private LLC | 15,573 | $854,023.32 | $928,617.99 | $74,594.67 | 8.73% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 62,634 | $3.39M | $3.7M | $312,098.72 | 9.21% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 624,654 | $33.55M | $37.25M | $3.7M | 11.03% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 16,193 | $786,924.56 | $961,702.27 | $174,777.71 | 22.21% |
| EM Erin Mccann Simplicity Wealth LLC | 135,229 | $8.15M | $7.96M | -$191,349.04 | -2.35% |
| LV Leah Vaden Redwood Financial Network Corp. | 5,359 | $323,094.11 | $318,672.93 | -$4,421.18 | -1.37% |
Matthew Heller Willner & Heller LLC | 6,317 | $349,728.99 | $376,682.71 | $26,953.72 | 7.71% |
Michael Stulic Astoria Portfolio Advisors LLC | 29,756 | $1.74M | $1.76M | $16,913.11 | 0.97% |
| DAL Drake & Associates LLC Drake & Associates LLC | 598,229 | $31.84M | $35.36M | $3.52M | 11.07% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,054 | $114,141 | $121,155.19 | $7,014.19 | 6.15% |
Victoria Latham Fiduciary Alliance LLC | 10,365 | $582,932.42 | $611,070.65 | $28,138.23 | 4.83% |
Kellie Borror Daner Wealth Management LLC | 13,278 | $701,340 | $784,198.68 | $82,858.68 | 11.81% |
Belena Vincetti Fortis Capital Advisors LLC | 6,815 | $379,653.75 | $402,833.97 | $23,180.22 | 6.11% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 428,286 | $23.5M | $25.49M | $1.99M | 8.48% |