| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian McGill CFC Planning Co. LLC | 10,024 | $1.39M | $1.66M | $265,026.81 | 19.06% |
Loraine Ell Better Money Decisions LLC | 3,636 | $477,043.2 | $601,067.16 | $124,023.96 | 26% |
Jeff Ameen Spire Wealth Management | 2,544 | $287,430.61 | $420,650.4 | $133,219.79 | 46.35% |
Kyle P. Smith NewEdge Wealth LLC | 3,164 | $446,928.49 | $522,360.58 | $75,432.09 | 16.88% |
Mack, Connie Clarity Financial LLC | 1,750 | $253,663 | $291,445 | $37,782 | 14.89% |
Shad Lamm Keystone Wealth Services LLC | 1,309 | $213,956.05 | $217,078.01 | $3,121.96 | 1.46% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,904 | $268,768.64 | $314,464.64 | $45,696 | 17% |
Joseph Castro Nuveen LLC | 3,149 | $514,705 | $516,813.88 | $2,108.88 | 0.41% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,184 | $722,882.64 | $858,885.12 | $136,002.48 | 18.81% |
Richard Slavik Newbridge Financial Services Group Inc. | 190 | $27,973.83 | $31,182.8 | $3,208.97 | 11.47% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 290 | $31,808.65 | $47,974.7 | $16,166.05 | 50.82% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 14,097 | $1.75M | $2.34M | $587,846.75 | 33.63% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 4,807 | $457,626.4 | $799,380.06 | $341,753.66 | 74.68% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,458 | $191,640.83 | $240,927.21 | $49,286.38 | 25.72% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 26,568 | $3.75M | $4.39M | $643,078.44 | 17.15% |
Kathleen Halliwell DMKC Advisory Services LLC | 12,446 | $1.64M | $2.06M | $413,269.67 | 25.17% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12,538 | $1.72M | $2.06M | $338,259.24 | 19.67% |
| HC Harry Cowley Stonegate Investment Group LLC | 1,597 | $205,757.48 | $264,479.17 | $58,721.69 | 28.54% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4,195 | $460,784.45 | $693,286.67 | $232,502.22 | 50.46% |
Candace Cavalier Congress Wealth Management LLC / DE / | 6,106 | $769,912.01 | $1.01M | $238,035.94 | 30.92% |