| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 32,871 | $1.16M | $1.42M | $258,739.55 | 22.21% |
Kevin Zemann WealthPlan Investment Management LLC | 9,065 | $311,931.28 | $393,013.07 | $81,081.79 | 25.99% |
| RS Rebecca Sierp WPWealth LLP | 10,194 | $375,139.28 | $442,164.75 | $67,025.47 | 17.87% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 15,532 | $622,833 | $672,690.92 | $49,857.92 | 8.01% |
Jeffrey D. Munjack JDM Financial Group LLC | 2,154 | $77,156.28 | $93,332.82 | $16,176.54 | 20.97% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 541 | $19,379 | $23,441.53 | $4,062.53 | 20.96% |
| WJW Walter J. West Milestone Asset Management LLC | 5,738 | $196,010.04 | $248,283.26 | $52,273.22 | 26.67% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 38,157 | $1.39M | $1.65M | $269,043.16 | 19.42% |
Thomas Dobbins New Republic Capital, LLC | 13,223 | $431,730.75 | $572,688.13 | $140,957.38 | 32.65% |
Andrew Halac Talon Private Wealth, LLC | 29,123 | $1.04M | $1.26M | $218,131.15 | 20.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,798 | $1.05M | $1.15M | $103,353.17 | 9.83% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,300 | $49,413 | $56,355 | $6,942 | 14.05% |
Syon Capital LLC SYON CAPITAL LLC | 25,236 | $1.01M | $1.09M | $82,016.6 | 8.1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,829 | $1.15M | $1.25M | $101,417.32 | 8.83% |
David Vollmer PFS Partners, LLC | 1,200 | $45,612 | $52,020 | $6,408 | 14.05% |
PETER KRUSSEL Southland Equity Partners LLC | 161,134 | $4.87M | $6.98M | $2.11M | 43.32% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 13,617 | $444,595.05 | $590,296.95 | $145,701.9 | 32.77% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,044 | $39,682.86 | $45,210.42 | $5,527.56 | 13.93% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 19,674 | $647,822.65 | $852,080.94 | $204,258.29 | 31.53% |
Brian Distler Lakeridge Wealth Management LLC | 31,197 | $1.15M | $1.35M | $198,765.13 | 17.32% |