| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 18,171 | $1M | $1.06M | $55,353.81 | 5.52% |
Amanda Hawley Atria Wealth Solutions Inc. | 332,834 | $17.95M | $19.39M | $1.44M | 8.04% |
| LV Leah Vaden Redwood Financial Network Corp. | 17,496 | $958,600.22 | $1.05M | $86,610.82 | 9.04% |
Craig Johnsen Fortitude Advisory Group LLC | 3,353 | $206,075.38 | $195,312.25 | -$10,763.13 | -5.22% |
Jeffrey Gilbert Balboa Wealth Partners | 9,434 | $522,458.64 | $563,587.16 | $41,128.52 | 7.87% |
Edward Lowndes Angeles Wealth Management LLC | 3,648 | $224,206.08 | $212,496 | -$11,710.08 | -5.22% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 31,704 | $1.81M | $1.85M | $34,283.48 | 1.89% |
Kevin Zemann WealthPlan Investment Management LLC | 94,561 | $5.33M | $5.51M | $177,498.73 | 3.33% |
Benjamin Cauley Carr Financial Group Corp. | 142,112 | $7.89M | $8.43M | $542,441.55 | 6.88% |
| TL Tradewinds LLC Tradewinds LLC | 1,002 | $61,582.92 | $60,651.06 | -$931.86 | -1.51% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 11,153 | $616,038.38 | $649,662.25 | $33,623.87 | 5.46% |
Nolan Baker Retirement Guys Formula LLC | 67,455 | $3.59M | $3.93M | $337,686.49 | 9.4% |
John DeMarco Trajan Wealth LLC | 73,763 | $3.86M | $4.43M | $568,480.89 | 14.74% |
Jeffrey Jones Cypress Financial Planning LLC | 3,463 | $212,835.98 | $201,719.75 | -$11,116.23 | -5.22% |
Rodrigo Diaz Plan Group Financial LLC | 13,032 | $726,582.36 | $759,114 | $32,531.64 | 4.48% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 8,530 | $524,253.8 | $496,872.5 | -$27,381.3 | -5.22% |
Rachel Faulk Cape Investment Advisory Inc. | 4,370 | $248,584.4 | $260,277.2 | $11,692.8 | 4.7% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 46 | $2,381.88 | $2,760 | $378.12 | 15.87% |
Mariana Coli Dunhill Financial LLC | 436 | $26,796 | $26,046.64 | -$749.36 | -2.8% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 6,264 | $384,985.44 | $371,643.12 | -$13,342.32 | -3.47% |