| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott W. Simons Ridgeline Wealth Planning, LLC | 2,571 | $1.54M | $1.99M | $447,405.56 | 29.07% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 45,363 | $24.43M | $35.11M | $10.68M | 43.72% |
Erik Roemer GERBER, LLC | 1,646 | $828,327.64 | $1.27M | $445,775.12 | 53.82% |
Philip Smith SWP FINANCIAL LLC | 47,201 | $28.7M | $36.5M | $7.8M | 27.17% |
Nicholas Jeffries M3 Advisory Group, LLC | 8,435 | $4.24M | $6.53M | $2.29M | 54% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,571 | $845,797.86 | $1.21M | $368,569.43 | 43.58% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 6,284 | $4.2M | $4.86M | $662,028.73 | 15.77% |
Jessica Vickery BlueChip Wealth Advisors LLC | 10,285 | $5.03M | $7.98M | $2.95M | 58.57% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 5,083 | $2.45M | $3.93M | $1.48M | 60.12% |
David Quinn Pine Harbor Wealth Management, LLC | 387 | $265,072 | $300,217.18 | $35,145.18 | 13.26% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 2,622 | $1.26M | $2.03M | $774,265.59 | 61.52% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,081 | $661,825.16 | $834,629.29 | $172,804.13 | 26.11% |
Douglas E. Morisoli Fairman Group, LLC | 44,116 | $24.13M | $33.97M | $9.84M | 40.78% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 9,783 | $5.68M | $7.56M | $1.87M | 32.92% |
Thaddeus Gilliam Verisail Partners, LLC | 603 | $373,368.97 | $461,361.33 | $87,992.36 | 23.57% |
Columbia Bank Columbia Bank | 17,080 | $9.56M | $13.23M | $3.67M | 38.4% |
Kelly Harris Glass Wealth Management Co LLC | 269 | $201,451 | $208,138.75 | $6,687.75 | 3.32% |
Cory Davis IMZ Advisory Inc | 457 | $262,404.1 | $349,787.8 | $87,383.7 | 33.3% |
Robert Santos Arrowroot Family Office, LLC | 1,612 | $805,534.91 | $1.25M | $444,764.53 | 55.21% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 229,119 | $76.65M | $175.66M | $99.01M | 129.18% |