| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Brooke Blake WorthPointe LLC | 8,515 | $290,872.4 | $368,954.95 | $78,082.55 | 26.84% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,206 | $324,916.27 | $398,895.98 | $73,979.71 | 22.77% |
Amanda Hawley Atria Wealth Solutions Inc. | 32,871 | $1.16M | $1.42M | $259,396.97 | 22.27% |
Kevin Zemann WealthPlan Investment Management LLC | 6,120 | $211,330.08 | $265,179.6 | $53,849.52 | 25.48% |
Rachel Faulk Cape Investment Advisory Inc. | 26,215 | $1.07M | $1.15M | $80,612.73 | 7.55% |
Rebecca Sierp WPWealth LLP | 10,194 | $375,139.28 | $446,953.89 | $71,814.61 | 19.14% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 15,532 | $622,833 | $673,001.56 | $50,168.56 | 8.05% |
Jeffrey D. Munjack JDM Financial Group LLC | 2,154 | $77,156.28 | $94,531.31 | $17,375.03 | 22.52% |
Sue Oleari Trifecta Capital Advisors LLC | 541 | $19,379 | $23,441.53 | $4,062.53 | 20.96% |
Walter J. West Milestone Asset Management LLC | 5,738 | $196,010.04 | $248,627.54 | $52,617.5 | 26.84% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 37,913 | $1.38M | $1.64M | $265,470.19 | 19.27% |
Thomas Dobbins New Republic Capital, LLC | 13,223 | $431,730.75 | $581,018.62 | $149,287.87 | 34.58% |
Andrew Halac Talon Private Wealth, LLC | 29,123 | $1.04M | $1.26M | $218,713.61 | 20.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,422 | $1.34M | $1.45M | $111,305.25 | 8.33% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,829 | $1.15M | $1.25M | $100,840.74 | 8.78% |
David Vollmer PFS Partners, LLC | 1,200 | $45,612 | $51,996 | $6,384 | 14% |
PETER KRUSSEL Southland Equity Partners LLC | 158,521 | $4.8M | $6.87M | $2.07M | 43.14% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 13,512 | $441,166.8 | $585,474.96 | $144,308.16 | 32.71% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,036 | $39,378.77 | $44,889.88 | $5,511.11 | 14% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 19,674 | $647,822.65 | $852,474.42 | $204,651.77 | 31.59% |