| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 5,401 | $381,353.66 | $490,464.81 | $109,111.15 | 28.61% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,548 | $239,422.31 | $328,083.56 | $88,661.25 | 37.03% |
Loni Adams Daymark Wealth Partners LLC | 6,318 | $448,511.21 | $573,737.58 | $125,226.37 | 27.92% |
Brian Matter Creative Capital Management Investments LLC | 70 | $6,085.8 | $6,356.7 | $270.9 | 4.45% |
Michael Snyder Beaumont Financial Advisors LLC | 2,314 | $209,125 | $210,134.34 | $1,009.34 | 0.48% |
Jade Franke Retirement Investment Advisors Inc. | 13,356 | $880,852.85 | $1.21M | $332,005.51 | 37.69% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 3,419 | $220,481.1 | $310,479.39 | $89,998.29 | 40.82% |
Belena Vincetti Fortis Capital Advisors LLC | 2,823 | $255,170.91 | $256,356.63 | $1,185.72 | 0.46% |
Dennis Wallace Fortune Financial Advisors LLC | 4,325 | $390,937 | $392,753.25 | $1,816.25 | 0.46% |
| BG Becki Goebel TCP Asset Management LLC | 3,170 | $208,745.28 | $287,867.7 | $79,122.42 | 37.9% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 2,488 | $224,890 | $225,935.28 | $1,045.28 | 0.46% |
Stephen Smith Kestra Investment Management LLC | 7,732 | $698,900.64 | $672,336.06 | -$26,564.58 | -3.8% |
Amy Hart Phillips Wealth Planners LLC | 3,994 | $350,633.05 | $345,161.48 | -$5,471.57 | -1.56% |
Scott Register Register Financial Advisors LLC | 3,285 | $296,900.88 | $298,310.85 | $1,409.97 | 0.47% |
Bree Pate Olisti Co. Wealth LLC | 106,793 | $8.49M | $9.7M | $1.21M | 14.22% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,686 | $1.33M | $1.36M | $30,546.58 | 2.3% |
Amy Ardeel Icon Wealth Advisors LLC | 77,695 | $7.51M | $6.76M | -$754,344.57 | -10.04% |
John J. Edwards Breed's Hi LLCapital LLC | 3,106 | $257,869.43 | $282,055.86 | $24,186.43 | 9.38% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,418 | $218,563.06 | $210,257.19 | -$8,305.87 | -3.8% |
| MWL Melia Wealth LLC Melia Wealth LLC | 4,198 | $306,445.99 | $398,810 | $92,364.01 | 30.14% |