| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 48,843 | $2.4M | $2.46M | $54,704.16 | 2.28% |
Brian Clay Clay Northam Wealth Management LLC | 21,629 | $718,287.03 | $1.09M | $371,381.99 | 51.7% |
Jason Matthews Kfg Wealth Management LLC | 31,935 | $1.31M | $1.59M | $277,076.72 | 21.07% |
Allison Brooke Blake WorthPointe LLC | 5,995 | $249,402.13 | $298,850.75 | $49,448.62 | 19.83% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,432 | $342,929 | $420,335.2 | $77,406.2 | 22.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,894 | $1.21M | $1.54M | $329,556.46 | 27.22% |
Eric Dahm Range Financial Group LLC | 140,703 | $5.5M | $7.01M | $1.51M | 27.46% |
Kevin Zemann WealthPlan Investment Management LLC | 46,195 | $1.85M | $2.3M | $449,837.64 | 24.28% |
Rachel Faulk Cape Investment Advisory Inc. | 8,184 | $384,500.5 | $411,737.04 | $27,236.54 | 7.08% |
Rebecca Sierp WPWealth LLP | 9,037 | $424,919.87 | $455,555.17 | $30,635.3 | 7.21% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 16,947 | $781,765 | $844,807.95 | $63,042.95 | 8.06% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,484 | $241,570.2 | $273,377.4 | $31,807.2 | 13.17% |
Jeffrey D. Munjack JDM Financial Group LLC | 103,549 | $4.55M | $5.23M | $675,278.06 | 14.84% |
Matthew C. Jessup Jessup Wealth Management Inc. | 35,869 | $1.41M | $1.81M | $393,172.54 | 27.81% |
Andy Peters Goldstein Advisors LLC | 5,251 | $246,112.37 | $261,762.35 | $15,649.98 | 6.36% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 7,782 | $327,534.07 | $387,932.7 | $60,398.63 | 18.44% |
Moises Valladares Insigneo Advisory Services LLC | 6,259 | $258,622.12 | $316,204.68 | $57,582.56 | 22.27% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,483 | $320,844 | $323,177.55 | $2,333.55 | 0.73% |
Gregory Bosch Strategies Wealth Advisors, LLC | 9,000 | $445,410 | $454,680 | $9,270 | 2.08% |
Thomas Dobbins New Republic Capital, LLC | 11,626 | $404,540.22 | $587,694.3 | $183,154.08 | 45.27% |