| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Rebecca Sierp WPWealth LLP | 59,279 | $2.43M | $2.84M | $411,248.05 | 16.95% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,523 | $781,876 | $838,738.39 | $56,862.39 | 7.27% |
| VL Victoria Latham Fiduciary Alliance LLC | 7,434 | $277,387.41 | $355,828.41 | $78,441 | 28.28% |
Jeffrey D. Munjack JDM Financial Group LLC | 2,339 | $104,366.18 | $111,956.23 | $7,590.05 | 7.27% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 12,200 | $482,543 | $583,953 | $101,410 | 21.02% |
Matthew C. Jessup Jessup Wealth Management Inc. | 22,248 | $906,151.31 | $1.06M | $158,749.21 | 17.52% |
Ashley Goggins Hidden Cove Wealth Management LLC | 20,083 | $896,103 | $961,272.79 | $65,169.79 | 7.27% |
Matthew Keyes Heritage Wealth Partners LLC | 7,055 | $281,740 | $337,687.57 | $55,947.57 | 19.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 28,747 | $1.18M | $1.38M | $196,618.7 | 16.67% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 783 | $33,742.66 | $37,646.64 | $3,903.98 | 11.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,409 | $720,959.21 | $788,944.72 | $67,985.51 | 9.43% |
David Vollmer PFS Partners, LLC | 1,329 | $51,818.93 | $63,898.32 | $12,079.39 | 23.31% |
PETER KRUSSEL Southland Equity Partners LLC | 681,790 | $22.01M | $32.77M | $10.76M | 48.9% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,952 | $346,831.49 | $430,322.64 | $83,491.15 | 24.07% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,720 | $299,846 | $323,030.4 | $23,184.4 | 7.73% |
Brian Distler Lakeridge Wealth Management LLC | 32,186 | $1.19M | $1.54M | $355,462.47 | 29.96% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,518 | $168,688.39 | $217,180.26 | $48,491.87 | 28.75% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 6,370 | $234,461.8 | $306,205.9 | $71,744.1 | 30.6% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,658 | $73,980 | $79,650.32 | $5,670.32 | 7.66% |
Brady Green GGM Financials LLC | 385 | $16,905 | $18,503.1 | $1,598.1 | 9.45% |