| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Register Register Financial Advisors LLC | 280 | $52,532.64 | $51,752.4 | -$780.24 | -1.49% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,630 | $432,740 | $508,826.1 | $76,086.1 | 17.58% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 34,793 | $4.36M | $6.43M | $2.07M | 47.36% |
Andy Peters Goldstein Advisors LLC | 1,809 | $149,058.68 | $334,357.47 | $185,298.79 | 124.31% |
Bepin Serraj Richard W. Paul & Associates LLC | 100,700 | $8.95M | $19.55M | $10.6M | 118.42% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 1,159 | $218,082 | $214,217.97 | -$3,864.03 | -1.77% |
Moises Valladares Insigneo Advisory Services LLC | 2,647 | $440,220.19 | $514,206.19 | $73,986 | 16.81% |
John Canning Mi LLCreek Capital Advisors LLC | 2,792 | $405,462.85 | $516,045.36 | $110,582.51 | 27.27% |
David Stevens Stevens Capital Partners | 78,151 | $9.4M | $15.18M | $5.78M | 61.53% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 6,779 | $604,609.62 | $1.25M | $648,352.95 | 107.23% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 335,931 | $30.63M | $65.23M | $34.6M | 112.98% |
Paul B. Ordonio Park Place Capital Corp. | 7,722 | $1.14M | $1.5M | $363,705.75 | 32.01% |
| SM Sarah Moore BOS Asset Management LLC | 61,092 | $7.7M | $11.29M | $3.59M | 46.62% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,944 | $702,724.01 | $728,969.52 | $26,245.51 | 3.73% |
Jill Batley Gateway Wealth Partners LLC | 5,129 | $795,559 | $947,993.07 | $152,434.07 | 19.16% |
Johnathan Kasting DDFG Inc. | 252,703 | $21.74M | $46.71M | $24.97M | 114.85% |
| PIL PFG Investments LLC PFG Investments LLC | 7,038 | $687,689.9 | $1.3M | $613,143.64 | 89.16% |
Scott Boyce Decker Retirement Planning Inc. | 103 | $16,948 | $19,037.49 | $2,089.49 | 12.33% |
David Silver INSTRUMENTAL WEALTH, LLC | 2,048 | $339,173.58 | $378,531.84 | $39,358.26 | 11.6% |
| MN Mark Neitzel M1 Capital Management LLC | 2,139 | $298,031.11 | $413,832.33 | $115,801.22 | 38.86% |