| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Westerbeck Brian Low Financial Group LLC | 3,269 | $196,238.03 | $253,707.09 | $57,469.06 | 29.29% |
Lauren Sterling NerdWallet Wealth Partners LLC | 2,747 | $227,702 | $213,194.67 | -$14,507.33 | -6.37% |
Erik Bonnett Tripletail Wealth Management LLC | 1,271 | $88,411 | $98,642.31 | $10,231.31 | 11.57% |
Molly Wheeler Burk Holdings LLC | 123 | $8,579 | $9,546.03 | $967.03 | 11.27% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 2,566 | $171,327.33 | $199,147.26 | $27,819.93 | 16.24% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,851 | $97,013.44 | $143,656.11 | $46,642.67 | 48.08% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 5,229 | $364,739 | $405,822.69 | $41,083.69 | 11.26% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 50,806 | $3.54M | $3.94M | $399,638.26 | 11.28% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 3,749 | $303,632.91 | $290,959.89 | -$12,673.02 | -4.17% |
Bonnie Courtney Cambridge Financial Group LLC | 11,141 | $577,214.33 | $864,653.01 | $287,438.68 | 49.8% |
Vickie Gutierrez American National Bank of Texas | 4,181 | $291,625 | $324,487.41 | $32,862.41 | 11.27% |
Matthew Jenkins GatePass Capital LLC | 6,335 | $458,705.51 | $491,659.35 | $32,953.84 | 7.18% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2,137 | $144,537.59 | $170,981.37 | $26,443.78 | 18.3% |
United Financial Planning Group LLC United Financial Planning Group LLC | 103,354 | $6.87M | $8.26M | $1.4M | 20.31% |
| AIG Abbington Investment Group Abbington Investment Group | 10,812 | $714,060.82 | $839,119.32 | $125,058.5 | 17.51% |
Invested Advisors Invested Advisors | 14,118 | $930,658.56 | $1.1M | $165,039.42 | 17.73% |
Blalock Williams LLC Blalock Williams LLC | 36,062 | $2.3M | $2.89M | $587,960.48 | 25.59% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 27,615 | $2.29M | $2.14M | -$144,426.85 | -6.31% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 3,108 | $177,089.74 | $241,211.88 | $64,122.14 | 36.21% |
Brian Mann Mann Financial Group Inc. | 44,585 | $3.11M | $3.46M | $350,437.85 | 11.27% |