| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 2,325 | $32,155 | $33,991.5 | $1,836.5 | 5.71% |
Jill Grimes Centurion Wealth Management LLC | 33,024 | $298,706.88 | $482,810.88 | $184,104 | 61.63% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 210,588 | $1.99M | $3.11M | $1.12M | 56.39% |
Loni Adams Daymark Wealth Partners LLC | 16,930 | $209,587 | $247,516.6 | $37,929.6 | 18.1% |
Bree Pate Olisti Co. Wealth LLC | 620 | $7,676 | $9,064.4 | $1,388.4 | 18.09% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 12,849 | $163,500.01 | $189,651.24 | $26,151.23 | 15.99% |
Scott Highmark Mosaic Family Wealth Partners LLC | 11,124 | $100,336.2 | $162,632.88 | $62,296.68 | 62.09% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 3,338 | $29,308 | $47,266.08 | $17,958.08 | 61.27% |
Ira Ravitz Beverly Hills Private Wealth LLC | 190,812 | $1.64M | $2.7M | $1.06M | 64.75% |
| PIL PFG Investments LLC PFG Investments LLC | 64,445 | $827,585.62 | $942,185.9 | $114,600.28 | 13.85% |
| KB Kyle Bubeck TrueMark Investments LLC | 65,275 | $819,780.32 | $954,320.5 | $134,540.18 | 16.41% |
Megan J. Lottier Rockwood Wealth Management, LLC | 13,675 | $149,797.73 | $199,928.5 | $50,130.77 | 33.47% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 19,209 | $265,660 | $280,835.58 | $15,175.58 | 5.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,738 | $341,496.19 | $390,909.56 | $49,413.37 | 14.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,552 | $112,271.26 | $168,890.24 | $56,618.98 | 50.43% |
James Rankin Modern Wealth Management, LLC | 10,000 | $138,300 | $148,200 | $9,900 | 7.16% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.52M | $17.25M | $22.51M | $5.26M | 30.49% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 10,000 | $87,799.91 | $146,200 | $58,400.09 | 66.51% |
Chris M. Frantz Catalina Capital Group, LLC | 32,973 | $291,924.02 | $482,065.26 | $190,141.24 | 65.13% |
Kevyn Hill Hilltop National Bank | 380 | $4,704.21 | $5,555.6 | $851.39 | 18.1% |