| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SR Scott Register Register Financial Advisors LLC | 3,285 | $296,900.88 | $299,033.55 | $2,132.67 | 0.72% |
Bree Pate Olisti Co. Wealth LLC | 46,847 | $3.28M | $4.39M | $1.11M | 33.76% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 19,340 | $1.68M | $1.79M | $111,279.99 | 6.61% |
Amy Ardeel Icon Wealth Advisors LLC | 79,645 | $7.71M | $7.4M | -$303,090.54 | -3.93% |
John J. Edwards Breed's Hi LLCapital LLC | 3,106 | $257,869.43 | $288,236.8 | $30,367.37 | 11.78% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 31,368 | $2.84M | $2.92M | $80,301.6 | 2.83% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 19,739 | $1.32M | $1.83M | $519,372.03 | 39.48% |
| MWL Melia Wealth LLC Melia Wealth LLC | 4,198 | $306,445.99 | $390,204.1 | $83,758.11 | 27.33% |
Jesse Ellington Dover Advisors LLC | 2,967 | $216,502 | $275,782.65 | $59,280.65 | 27.38% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 3,175 | $233,195.36 | $295,116.25 | $61,920.89 | 26.55% |
David Bach River Street Advisors LLC | 5,313 | $480,243 | $492,461.44 | $12,218.44 | 2.54% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 7,814 | $743,435.13 | $724,278.88 | -$19,156.25 | -2.58% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 10,219 | $659,801.06 | $947,198.09 | $287,397.03 | 43.56% |
| RBL Robert B. LaRue Owen LaRue LLC | 3,865 | $284,079 | $358,246.46 | $74,167.46 | 26.11% |
Ashley Buboltz Moran Wealth Management LLC | 81,095 | $5.28M | $7.52M | $2.24M | 42.39% |
| LK Lenny Kisin Applied Capital LLC/FL | 9,753 | $877,730.18 | $887,815.59 | $10,085.41 | 1.15% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 49,777 | $3.43M | $4.61M | $1.18M | 34.52% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,706 | $112,080.36 | $158,128.97 | $46,048.61 | 41.09% |
| DS David Smith Linden Thomas Advisory Services LLC | 27,734 | $1.87M | $2.58M | $710,385.16 | 38.01% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 3,881 | $350,825 | $359,943.34 | $9,118.34 | 2.6% |