| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 13,713 | $1.19M | $1.44M | $242,639.91 | 20.31% |
Matthew Heller Willner & Heller LLC | 6,992 | $558,190.07 | $730,244.48 | $172,054.41 | 30.82% |
Kevin Zemann WealthPlan Investment Management LLC | 4,455 | $427,501.8 | $466,928.55 | $39,426.75 | 9.22% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,370 | $414,757.12 | $451,858 | $37,100.88 | 8.95% |
Joseph Wallace Wallace Advisory Group LLC | 2,668 | $174,468.86 | $279,392.96 | $104,924.1 | 60.14% |
CJ Harrison DecisionPoint Financial LLC | 115 | $11,036 | $12,053.15 | $1,017.15 | 9.22% |
David Hunter Horizons Wealth Management | 648 | $39,502.08 | $67,677.12 | $28,175.04 | 71.33% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,487 | $601,653.5 | $771,834.83 | $170,181.33 | 28.29% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,839 | $206,133.5 | $189,803.19 | -$16,330.31 | -7.92% |
Michael Snyder Beaumont Financial Advisors LLC | 2,469 | $161,324.68 | $255,455.08 | $94,130.4 | 58.35% |
Jeffrey D. Munjack JDM Financial Group LLC | 269 | $24,629.64 | $27,867.05 | $3,237.41 | 13.14% |
| BP Brett Pohl Kingdom Financial Group LLC | 17 | $1,930 | $1,753.12 | -$176.88 | -9.16% |
Scott Register Register Financial Advisors LLC | 181 | $17,368.56 | $18,701.82 | $1,333.26 | 7.68% |
Andy Peters Goldstein Advisors LLC | 3,060 | $266,931.5 | $320,718.6 | $53,787.1 | 20.15% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 43,233 | $2.83M | $4.5M | $1.67M | 58.78% |
Darren Tapley New England Capital Financial Advisors LLC | 18,376 | $1.49M | $1.9M | $403,439.2 | 27% |
Scott Highmark Mosaic Family Wealth Partners LLC | 26,341 | $2.28M | $2.72M | $440,891.44 | 19.33% |
Jarrod Musick Destiny Capital Corp./ Co. | 17,459 | $1.15M | $1.82M | $664,685.57 | 57.72% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 39 | $3,389 | $4,042.35 | $653.35 | 19.28% |
| JC Jared Calvert Buck Wealth Strategies LLC | 10 | $1,133 | $1,040.5 | -$92.5 | -8.16% |