| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristofer Gray Integrity Financial Corp. /WA | 1,572 | $49,606.19 | $77,303.1 | $27,696.91 | 55.83% |
Jason Matthews Kfg Wealth Management LLC | 88,467 | $3.52M | $4.34M | $818,112.28 | 23.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 35,971 | $1.42M | $1.77M | $345,861.43 | 24.29% |
Rachel Faulk Cape Investment Advisory Inc. | 7,460 | $335,234 | $367,032 | $31,798 | 9.49% |
Rebecca Sierp WPWealth LLP | 59,279 | $2.43M | $2.92M | $492,460.28 | 20.3% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 14,873 | $663,633.04 | $729,223.19 | $65,590.15 | 9.88% |
Victoria Latham Fiduciary Alliance LLC | 7,434 | $277,387.41 | $364,600.53 | $87,213.12 | 31.44% |
Jeffrey D. Munjack JDM Financial Group LLC | 2,339 | $104,366.18 | $114,985.24 | $10,619.06 | 10.17% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 8,354 | $330,423.3 | $409,721.93 | $79,298.63 | 24% |
Matthew C. Jessup Jessup Wealth Management Inc. | 20,187 | $823,845.7 | $991,948.4 | $168,102.7 | 20.4% |
Ashley Goggins Hidden Cove Wealth Management LLC | 20,083 | $896,103 | $988,686.09 | $92,583.09 | 10.33% |
Matthew Keyes Heritage Wealth Partners LLC | 7,055 | $281,740 | $347,176.55 | $65,436.55 | 23.23% |
Steven Trigili Garden State Investment Advisory Services LLC | 4,285 | $204,694 | $210,650.6 | $5,956.6 | 2.91% |
Andrew Halac Talon Private Wealth, LLC | 5,770 | $275,632 | $283,912.85 | $8,280.85 | 3% |
Christopher C. Powers Farther Finance Advisors, LLC | 27,848 | $1.14M | $1.37M | $224,766.79 | 19.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,409 | $720,959.21 | $804,533.25 | $83,574.04 | 11.59% |
David Vollmer PFS Partners, LLC | 1,329 | $51,818.93 | $65,160.87 | $13,341.94 | 25.75% |
PETER KRUSSEL Southland Equity Partners LLC | 665,263 | $21.48M | $32.71M | $11.24M | 52.31% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,952 | $346,831.49 | $438,827.04 | $91,995.55 | 26.52% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,720 | $299,846 | $330,624 | $30,778 | 10.26% |