| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 185 | $24,796.64 | $26,790.77 | $1,994.13 | 8.04% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 5,962 | $769,694.2 | $864,519.81 | $94,825.61 | 12.32% |
Daren Blonski Fermata Advisors LLC | 2,981 | $312,951.47 | $431,827.66 | $118,876.19 | 37.99% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,540 | $467,691.47 | $512,556.6 | $44,865.13 | 9.59% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 1,695 | $131,887.95 | $245,249.55 | $113,361.6 | 85.95% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 327 | $34,669.89 | $47,325.07 | $12,655.18 | 36.5% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,642 | $2.62M | $2.83M | $218,124.41 | 8.34% |
Candace Cavalier Congress Wealth Management LLC / DE / | 128,763 | $16.62M | $18.58M | $1.96M | 11.77% |
| DM David Mailloux WealthCare Investment Partners LLC | 1,950 | $196,538.53 | $281,160.75 | $84,622.22 | 43.06% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,809 | $266,854.62 | $410,844.34 | $143,989.72 | 53.96% |
Mariana Coli Dunhill Financial LLC | 47 | $6,067 | $6,874.22 | $807.22 | 13.31% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,953 | $368,481.81 | $432,584.97 | $64,103.16 | 17.4% |
Andy Peters Goldstein Advisors LLC | 2,038 | $273,438 | $298,801.37 | $25,363.37 | 9.28% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,633 | $335,612.03 | $386,116.28 | $50,504.25 | 15.05% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 3,151 | $345,883.54 | $461,495.49 | $115,611.95 | 33.43% |
| FFL Financial Freedom LLC Financial Freedom LLC | 7,525 | $797,722.22 | $1.1M | $305,781.4 | 38.33% |
Alexandra Stickelman Root Financial Partners, LLC | 142 | $19,100 | $20,795.9 | $1,695.9 | 8.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 348 | $46,874 | $50,968.08 | $4,094.08 | 8.73% |
Marilou Davido WFA Asset Management Corp | 3,408 | $385,066.36 | $499,493.52 | $114,427.16 | 29.72% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 4,267 | $589,273 | $625,456.86 | $36,183.86 | 6.14% |