| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brook Hart Presilium Private Wealth LLC | 12,260 | $698,883.83 | $940,219.4 | $241,335.57 | 34.53% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,668 | $187,480.52 | $208,744.32 | $21,263.8 | 11.34% |
Rachel Faulk Cape Investment Advisory Inc. | 355 | $26,685 | $27,224.95 | $539.95 | 2.02% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 536 | $38,045.28 | $41,888.4 | $3,843.12 | 10.1% |
Mariana Coli Dunhill Financial LLC | 16,679 | $1.17M | $1.31M | $134,914.61 | 11.51% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 6,027 | $309,084.84 | $462,210.63 | $153,125.79 | 49.54% |
Christopher Casanega Sharper & Granite LLC | 20,395 | $1.15M | $1.56M | $413,353.36 | 35.92% |
Belena Vincetti Fortis Capital Advisors LLC | 31,252 | $2.15M | $2.4M | $245,227.19 | 11.4% |
Amy Hart Phillips Wealth Planners LLC | 28,719 | $1.99M | $2.25M | $258,857.74 | 13% |
Paul L. Moffat Arista Wealth Management LLC | 50,665 | $3.35M | $3.89M | $531,475.85 | 15.85% |
Moises Valladares Insigneo Advisory Services LLC | 8,481 | $452,816.16 | $663,553.44 | $210,737.28 | 46.54% |
| TAL TFB Advisors LLC TFB Advisors LLC | 7,073 | $415,777.47 | $549,501.37 | $133,723.9 | 32.16% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,867 | $666,532 | $680,010.23 | $13,478.23 | 2.02% |
Brendan G. Moody Watershed Private Wealth LLC | 7,844 | $391,585.61 | $601,556.36 | $209,970.75 | 53.62% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 23,798 | $1.64M | $1.83M | $182,445.19 | 11.11% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 60 | $4,259 | $4,701.6 | $442.6 | 10.39% |
Ira Ravitz Beverly Hills Private Wealth LLC | 6,328 | $356,971.68 | $495,862.08 | $138,890.4 | 38.91% |
Paul B. Ordonio Park Place Capital Corp. | 65 | $4,613.7 | $5,085.6 | $471.9 | 10.23% |
Jeffrey Steele Silverlake Wealth Management LLC | 11,185 | $721,831.84 | $868,962.65 | $147,130.81 | 20.38% |
Jill Batley Gateway Wealth Partners LLC | 13,342 | $937,548 | $1.02M | $85,649.98 | 9.14% |