| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Matthews Kfg Wealth Management LLC | 64,990 | $2.38M | $2.89M | $501,634.1 | 21.04% |
Allison Brooke Blake WorthPointe LLC | 8,515 | $290,872.4 | $378,236.3 | $87,363.9 | 30.04% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,106 | $321,473.27 | $403,304.74 | $81,831.47 | 25.46% |
Amanda Hawley Atria Wealth Solutions Inc. | 32,871 | $1.16M | $1.46M | $293,911.52 | 25.23% |
Kevin Zemann WealthPlan Investment Management LLC | 5,844 | $201,901.92 | $259,006.08 | $57,104.16 | 28.28% |
Rachel Faulk Cape Investment Advisory Inc. | 26,215 | $1.07M | $1.16M | $96,276.19 | 9.02% |
Rebecca Sierp WPWealth LLP | 10,194 | $375,139.28 | $452,715.54 | $77,576.26 | 20.68% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 15,532 | $622,833 | $686,436.74 | $63,603.74 | 10.21% |
Jeffrey D. Munjack JDM Financial Group LLC | 2,154 | $77,156.28 | $95,465.28 | $18,309 | 23.73% |
Sue Oleari Trifecta Capital Advisors LLC | 541 | $19,379 | $23,909.49 | $4,530.49 | 23.38% |
Andy Peters Goldstein Advisors LLC | 5,728 | $252,318 | $253,864.96 | $1,546.96 | 0.61% |
Walter J. West Milestone Asset Management LLC | 5,024 | $171,619.81 | $222,663.68 | $51,043.87 | 29.74% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 37,730 | $1.37M | $1.67M | $302,276.68 | 22.05% |
Thomas Dobbins New Republic Capital, LLC | 13,223 | $431,730.75 | $586,043.36 | $154,312.61 | 35.74% |
Andrew Halac Talon Private Wealth, LLC | 6,410 | $229,606.23 | $284,411.7 | $54,805.47 | 23.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 24,324 | $991,056.03 | $1.08M | $86,983.65 | 8.78% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,829 | $1.15M | $1.28M | $131,111.19 | 11.42% |
David Vollmer PFS Partners, LLC | 1,200 | $45,612 | $53,088 | $7,476 | 16.39% |
PETER KRUSSEL Southland Equity Partners LLC | 154,539 | $4.69M | $6.85M | $2.16M | 46.09% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 13,512 | $441,166.8 | $599,459.88 | $158,293.08 | 35.88% |