| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 10,329 | $566,765.44 | $601,664.25 | $34,898.81 | 6.16% |
Chandler te Velde Maia Wealth LLC | 92,425 | $5.26M | $5.38M | $119,822.9 | 2.28% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 17,001 | $965,524.29 | $990,308.25 | $24,783.96 | 2.57% |
Kyle Bubeck Independence Asset Advisors, LLC | 7,324 | $421,220.32 | $426,623 | $5,402.68 | 1.28% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 19,044 | $1.12M | $1.11M | -$7,272.19 | -0.65% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 17,055 | $991,234.92 | $993,453.75 | $2,218.83 | 0.22% |
Michael Herman Apollon Financial, LLC | 6,494 | $372,911.62 | $378,275.5 | $5,363.88 | 1.44% |
David McNeely Darden Wealth Group Inc | 11,662 | $678,663.03 | $691,906.46 | $13,243.43 | 1.95% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,587 | $199,153.18 | $208,942.75 | $9,789.57 | 4.92% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 5,641 | $327,836 | $328,588.25 | $752.25 | 0.23% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 21,053 | $1.21M | $1.26M | $56,327.31 | 4.67% |
Anne Wright Lummis Asset Management, LP | 60 | $3,487 | $3,495 | $8 | 0.23% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 7,793 | $437,588.62 | $471,710.29 | $34,121.67 | 7.8% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 31 | $1,767.48 | $1,805.75 | $38.27 | 2.17% |
Angela Pompian Sunpointe, LLC | 75,828 | $4.19M | $4.42M | $225,099.38 | 5.37% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 19,546 | $983,456.85 | $1.14M | $155,097.65 | 15.77% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 13,904 | $818,749.85 | $830,624.96 | $11,875.11 | 1.45% |
Ashley Meredith Abel Hall, LLC | 17,100 | $930,240 | $996,075 | $65,835 | 7.08% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 5,882 | $326,568.29 | $352,920 | $26,351.71 | 8.07% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 16,917 | $864,442.44 | $985,415.25 | $120,972.81 | 13.99% |