| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 1,085 | $87,660.59 | $127,373.57 | $39,712.98 | 45.3% |
Lukas Lindgren Abound Wealth Management | 339 | $28,471.54 | $37,927.32 | $9,455.78 | 33.21% |
Drew Phillips Fortitude Family Office LLC | 11,539 | $1.11M | $1.29M | $184,334.97 | 16.66% |
Anne Hudick Fee-Only Financial Planning, L.C. | 2,460 | $194,881.01 | $275,224.8 | $80,343.79 | 41.23% |
Victoria Latham Fiduciary Alliance LLC | 9,595 | $681,865.08 | $1.07M | $391,623.52 | 57.43% |
Kellie Borror Daner Wealth Management LLC | 6,461 | $614,359.28 | $769,117.45 | $154,758.17 | 25.19% |
Loni Adams Daymark Wealth Partners LLC | 11,800 | $1.04M | $1.32M | $280,065.08 | 26.93% |
Brian Matter Creative Capital Management Investments LLC | 204 | $14,736.96 | $22,823.52 | $8,086.56 | 54.87% |
Erik Brenner Hilltop Partners LLC | 160,893 | $18.9M | $18M | -$904,231.16 | -4.78% |
Belena Vincetti Fortis Capital Advisors LLC | 2,713 | $272,982 | $303,530.44 | $30,548.44 | 11.19% |
| BP Brett Pohl Kingdom Financial Group LLC | 176 | $20,680 | $20,661.52 | -$18.48 | -0.09% |
Sue Oleari Trifecta Capital Advisors LLC | 2,540 | $173,482 | $284,175.2 | $110,693.2 | 63.81% |
Scott Register Register Financial Advisors LLC | 933 | $83,978.04 | $104,384.04 | $20,406 | 24.3% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,524 | $392,100.37 | $534,465.36 | $142,364.99 | 36.31% |
Ashley Goggins Hidden Cove Wealth Management LLC | 2,240 | $203,795 | $250,611.2 | $46,816.2 | 22.97% |
Jeffrey Hanson Breakwater Capital Group | 9,531 | $742,046.07 | $1.07M | $324,282.21 | 43.7% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 21,285 | $1.5M | $2.38M | $876,746.99 | 58.27% |
Jesse Ellington Dover Advisors LLC | 3,188 | $280,212.57 | $374,255.26 | $94,042.69 | 33.56% |
David Bach River Street Advisors LLC | 7,124 | $645,121.72 | $797,033.12 | $151,911.4 | 23.55% |
Moises Valladares Insigneo Advisory Services LLC | 6,037 | $584,864.37 | $718,644.49 | $133,780.12 | 22.87% |