| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 2,584 | $193,489.92 | $213,864.76 | $20,374.84 | 10.53% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,740 | $283,267.6 | $309,223.2 | $25,955.6 | 9.16% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,871 | $167,982.21 | $235,737.81 | $67,755.6 | 40.33% |
Kevin Zemann WealthPlan Investment Management LLC | 395,866 | $30.17M | $32.5M | $2.33M | 7.72% |
Rodrigo Diaz Plan Group Financial LLC | 7,268 | $550,478.14 | $597,974.7 | $47,496.56 | 8.63% |
Rachel Faulk Cape Investment Advisory Inc. | 11 | $907 | $903.21 | -$3.79 | -0.42% |
Mariana Coli Dunhill Financial LLC | 629 | $48,827.15 | $51,647.19 | $2,820.04 | 5.78% |
Lukas Lindgren Abound Wealth Management | 47 | $3,559.96 | $3,854.47 | $294.51 | 8.27% |
Matthew Zienty Cardinal Point Capital Management ULC | 7,128 | $539,847 | $585,850.32 | $46,003.32 | 8.52% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 26,758 | $1.86M | $2.19M | $338,528.2 | 18.24% |
Loni Adams Daymark Wealth Partners LLC | 592,253 | $45.08M | $48.49M | $3.41M | 7.56% |
Jessica Thayer Unique Wealth LLC | 194,929 | $14.21M | $15.99M | $1.77M | 12.48% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 3,107 | $185,501.79 | $254,339.02 | $68,837.23 | 37.11% |
Scott Register Register Financial Advisors LLC | 247 | $17,998.91 | $20,257.7 | $2,258.79 | 12.55% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 8,522 | $702,980 | $704,982.45 | $2,002.45 | 0.28% |
Helen Semus Semus Wealth Partners LLC | 4,916 | $329,920.55 | $403,161.16 | $73,240.61 | 22.2% |
John Canning Mi LLCreek Capital Advisors LLC | 4,656 | $329,505 | $383,142.24 | $53,637.24 | 16.28% |
David Stevens Stevens Capital Partners | 26,006 | $2.02M | $2.15M | $136,791.81 | 6.79% |
Michael Radoff LGT Financial Advisors LLC | 122 | $8,972.02 | $10,074.76 | $1,102.74 | 12.29% |
| TAL TFB Advisors LLC TFB Advisors LLC | 6,344 | $425,789.23 | $524,680.52 | $98,891.29 | 23.23% |