| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Thayer Unique Wealth LLC | 4,914 | $329,038.72 | $688,991.94 | $359,953.22 | 109.4% |
Bree Pate Olisti Co. Wealth LLC | 276 | $34,961 | $38,535.12 | $3,574.12 | 10.22% |
Ashley Goggins Hidden Cove Wealth Management LLC | 12,348 | $1.23M | $1.73M | $500,603.34 | 40.75% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 351 | $35,374.21 | $49,147.02 | $13,772.81 | 38.93% |
| FFL Financial Freedom LLC Financial Freedom LLC | 6,296 | $628,705.16 | $882,762.16 | $254,057 | 40.41% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 52 | $6,234 | $7,260.24 | $1,026.24 | 16.46% |
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 2,488 | $188,825.22 | $349,004.2 | $160,178.98 | 84.83% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 3,500 | $420,035 | $490,910 | $70,875 | 16.87% |
| SB Scott Boyce Decker Retirement Planning Inc. | 16 | $1,612 | $2,251.2 | $639.2 | 39.65% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 12,583 | $1.3M | $1.76M | $462,825.87 | 35.55% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 45,548 | $4.44M | $6.38M | $1.94M | 43.65% |
Annmarie Young KPP Advisory Services LLC | 8,846 | $805,360.33 | $1.24M | $433,831.58 | 53.87% |
John Hayes LongView Wealth Management | 3,381 | $336,684.83 | $467,051.34 | $130,366.51 | 38.72% |
Elliot Kallen Prosperity Wealth Management, Inc. | 4,885 | $470,337.15 | $684,315.22 | $213,978.07 | 45.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 950 | $120,339.12 | $131,233 | $10,893.88 | 9.05% |
Marilou Davido WFA Asset Management Corp | 2,141 | $200,385.02 | $299,825.64 | $99,440.62 | 49.62% |
Kevin Bresler TD Waterhouse Canada Inc. | 19,755 | $1.41M | $2.77M | $1.35M | 95.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,522 | $350,653.51 | $494,154.21 | $143,500.7 | 40.92% |
James Rankin Modern Wealth Management, LLC | 300,479 | $29.41M | $42.16M | $12.75M | 43.36% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,375 | $166,334 | $192,919.37 | $26,585.37 | 15.98% |