| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,548 | $239,422.31 | $329,112.48 | $89,690.17 | 37.46% |
Loni Adams Daymark Wealth Partners LLC | 6,318 | $448,511.21 | $589,911.66 | $141,400.45 | 31.53% |
Brian Matter Creative Capital Management Investments LLC | 70 | $6,085.8 | $6,345.5 | $259.7 | 4.27% |
Jade Franke Retirement Investment Advisors Inc. | 13,356 | $880,852.85 | $1.21M | $333,875.35 | 37.9% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 3,419 | $220,481.1 | $315,573.7 | $95,092.6 | 43.13% |
Belena Vincetti Fortis Capital Advisors LLC | 2,823 | $255,170.91 | $261,861.48 | $6,690.57 | 2.62% |
Dennis Wallace Fortune Financial Advisors LLC | 4,325 | $390,937 | $400,105.75 | $9,168.75 | 2.35% |
| BG Becki Goebel TCP Asset Management LLC | 3,170 | $208,745.28 | $292,210.6 | $83,465.32 | 39.98% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 2,488 | $224,890 | $225,885.52 | $995.52 | 0.44% |
Stephen Smith Kestra Investment Management LLC | 7,732 | $698,900.64 | $717,954.86 | $19,054.22 | 2.73% |
Amy Hart Phillips Wealth Planners LLC | 3,994 | $350,633.05 | $367,807.46 | $17,174.41 | 4.9% |
Scott Register Register Financial Advisors LLC | 3,285 | $296,900.88 | $304,765.87 | $7,864.99 | 2.65% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,686 | $1.33M | $1.36M | $36,861.56 | 2.78% |
Amy Ardeel Icon Wealth Advisors LLC | 77,695 | $7.51M | $7.21M | -$302,548.14 | -4.03% |
John J. Edwards Breed's Hi LLCapital LLC | 3,106 | $257,869.43 | $286,590.62 | $28,721.19 | 11.14% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,418 | $218,563.06 | $219,191.7 | $628.64 | 0.29% |
| MWL Melia Wealth LLC Melia Wealth LLC | 4,198 | $306,445.99 | $391,967.26 | $85,521.27 | 27.91% |
Paul L. Moffat Arista Wealth Management LLC | 3,175 | $233,195.36 | $292,322.25 | $59,126.89 | 25.36% |
David Bach River Street Advisors LLC | 5,309 | $479,881.44 | $491,215.22 | $11,333.78 | 2.36% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 7,777 | $739,720.06 | $705,296.13 | -$34,423.93 | -4.65% |