| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 14,036 | $1.04M | $1.48M | $434,801.93 | 41.7% |
Rachel Faulk Cape Investment Advisory Inc. | 1,350 | $136,674 | $145,091.25 | $8,417.25 | 6.16% |
Bridget Davis Cedar Point Capital Partners LLC | 8,524 | $626,878.44 | $897,321.48 | $270,443.04 | 43.14% |
Holly Skipper Verum Partners LLC | 12,400 | $784,052 | $1.31M | $521,296 | 66.49% |
Crystal McKeon TSA Wealth Managment LLC | 2,511 | $205,992.76 | $264,332.97 | $58,340.21 | 28.32% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 36,517 | $3.28M | $3.84M | $559,806.76 | 17.04% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,119 | $500,148.76 | $550,164.52 | $50,015.76 | 10% |
Jill Batley Gateway Wealth Partners LLC | 3,148 | $293,218 | $331,389.96 | $38,171.96 | 13.02% |
John Shanley Aspect Partners, LLC | 1,273 | $103,088 | $134,008.71 | $30,920.71 | 29.99% |
Alicia Fuschak Avid Wealth Partners LLC | 2,390 | $222,605 | $251,595.3 | $28,990.3 | 13.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,695 | $461,548.68 | $494,242.65 | $32,693.97 | 7.08% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 4,358 | $373,113.61 | $458,766.66 | $85,653.05 | 22.96% |
Brad Sayre Shared Vision Wealth Group LLC | 9,171 | $681,574.55 | $965,431.17 | $283,856.62 | 41.65% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 4,862 | $454,895.73 | $511,822.74 | $56,927.01 | 12.51% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 21,363 | $1.89M | $2.25M | $359,753.02 | 19.04% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 75,407 | $5.73M | $8.1M | $2.37M | 41.39% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,550 | $237,492.46 | $274,482 | $36,989.54 | 15.58% |
Michael Bailey MGB Wealth Management, LLC | 2,000 | $141,240 | $210,540 | $69,300 | 49.07% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 218 | $20,377.15 | $22,948.86 | $2,571.71 | 12.62% |
Janice M. Powell Diversify Advisory Services, LLC | 2,220 | $231,035 | $238,960.8 | $7,925.8 | 3.43% |