| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 23,778 | $1.61M | $1.98M | $373,453.27 | 23.18% |
Loni Adams Daymark Wealth Partners LLC | 592,253 | $45.08M | $49.43M | $4.35M | 9.64% |
Jessica Thayer Unique Wealth LLC | 188,631 | $13.69M | $15.74M | $2.05M | 14.96% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 3,938 | $227,101.61 | $328,665.48 | $101,563.87 | 44.72% |
Scott Register Register Financial Advisors LLC | 247 | $17,998.91 | $20,614.62 | $2,615.71 | 14.53% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 8,522 | $702,980 | $711,246.12 | $8,266.12 | 1.18% |
Helen Semus Semus Wealth Partners LLC | 4,916 | $329,920.55 | $421,350.36 | $91,429.81 | 27.71% |
John Canning Mi LLCreek Capital Advisors LLC | 4,656 | $329,505 | $388,589.76 | $59,084.76 | 17.93% |
David Stevens Stevens Capital Partners | 26,006 | $2.02M | $2.23M | $213,899.6 | 10.61% |
Michael Radoff LGT Financial Advisors LLC | 122 | $8,972.02 | $10,182.12 | $1,210.1 | 13.49% |
| TAL TFB Advisors LLC TFB Advisors LLC | 6,344 | $425,789.23 | $529,470.24 | $103,681.01 | 24.35% |
Steven Trigili Garden State Investment Advisory Services LLC | 27,563 | $1.91M | $2.35M | $440,110.32 | 23.01% |
Andrew Lewis Genesis Private Wealth LLC | 2,813 | $232,018 | $234,772.98 | $2,754.98 | 1.19% |
Jill Batley Gateway Wealth Partners LLC | 36,156 | $2.67M | $3.02M | $349,051.24 | 13.08% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 16,630 | $1.24M | $1.43M | $185,502.73 | 14.93% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 8,717 | $678,753.95 | $727,520.82 | $48,766.87 | 7.18% |
Eugene Donato KENNEDY INVESTMENT GROUP | 6,062 | $471,251.31 | $505,934.52 | $34,683.21 | 7.36% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 18,021 | $1.24M | $1.5M | $265,524.41 | 21.44% |
Courtney Holt Compound Planning, Inc. | 8,751 | $619,308.39 | $730,358.46 | $111,050.07 | 17.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 23,334 | $1.83M | $1.95M | $122,248.55 | 6.7% |