| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sue Cox BetterWealth LLC | 5,825 | $265,621.02 | $424,467.75 | $158,846.73 | 59.8% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 30,585 | $1.59M | $2.2M | $611,044.23 | 38.39% |
| YH Yanjuan Huang Vienna Asset Management LLC | 32,375 | $2.08M | $2.35M | $278,832.82 | 13.44% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 49,459 | $2.91M | $3.57M | $659,813.92 | 22.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 118,472 | $6.02M | $8.61M | $2.6M | 43.16% |
Kevin Zemann WealthPlan Investment Management LLC | 3,933 | $204,124.85 | $286,597.71 | $82,472.86 | 40.4% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 71 | $4,683.16 | $5,065.49 | $382.33 | 8.16% |
Jessica Thayer Unique Wealth LLC | 6,324 | $292,793.16 | $450,774.72 | $157,981.56 | 53.96% |
Parker Johnson Cooper Capital Advisors LLC | 119,096 | $7.66M | $8.49M | $834,270.28 | 10.89% |
Belena Vincetti Fortis Capital Advisors LLC | 10,560 | $503,278.4 | $755,198.4 | $251,920 | 50.06% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,816 | $185,729.45 | $200,245.76 | $14,516.31 | 7.82% |
Sue Oleari Trifecta Capital Advisors LLC | 1,000 | $54,420 | $71,195 | $16,775 | 30.83% |
Walter J. West Milestone Asset Management LLC | 7,509 | $475,958.02 | $547,180.83 | $71,222.81 | 14.96% |
Moises Valladares Insigneo Advisory Services LLC | 18,994 | $1.08M | $1.35M | $271,453.58 | 25.15% |
| FFL Financial Freedom LLC Financial Freedom LLC | 9,504 | $511,090.94 | $691,416 | $180,325.06 | 35.28% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 142,809 | $8.28M | $10.21M | $1.93M | 23.34% |
Gregory Turcotte Alpha Financial Partners LLC | 9,823 | $545,235.02 | $714,132.1 | $168,897.08 | 30.98% |
Leigha Shepard Midwest Financial Group LLC | 4,293 | $277,873.11 | $312,144.03 | $34,270.92 | 12.33% |
| PIL PFG Investments LLC PFG Investments LLC | 3,237 | $159,386.55 | $235,669.78 | $76,283.23 | 47.86% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 3,364 | $157,876.83 | $244,108.66 | $86,231.83 | 54.62% |