| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMR Lynsey M. Richter GR FINANCIAL GROUP, LLC | 59,946 | $18.16M | $17.54M | -$626,668.08 | -3.45% |
Tammy Trenta FF Advisors,LLC | 2,216 | $577,587.82 | $661,542.48 | $83,954.66 | 14.54% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 59 | $13,774.71 | $17,687.61 | $3,912.9 | 28.41% |
Angela Pompian Sunpointe, LLC | 2,249 | $681,381 | $663,949.78 | -$17,431.22 | -2.56% |
D. Garet Strange Hobbs Group Advisors, LLC | 3,443 | $785,919.93 | $1.02M | $234,895.14 | 29.89% |
Kyle Jones Pineridge Advisors LLC | 30 | $5,913.24 | $8,803.2 | $2,889.96 | 48.87% |
Jay S. Arce Taylor Financial Group, Inc. | 3,565 | $654,783.1 | $1.07M | $413,700.87 | 63.18% |
Sean Rooney Prospect Financial Services LLC | 971 | $197,696.06 | $291,096.09 | $93,400.03 | 47.24% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 950 | $225,739 | $283,603.5 | $57,864.5 | 25.63% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 1,047 | $239,367.47 | $311,650.02 | $72,282.55 | 30.2% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 893 | $220,722.24 | $265,765.73 | $45,043.49 | 20.41% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 108,910 | $21.73M | $32.54M | $10.81M | 49.74% |
Erik Roemer GERBER, LLC | 41,810 | $9.49M | $12.49M | $3.01M | 31.71% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,000 | $386,040 | $595,514.4 | $209,474.4 | 54.26% |
Michael Bailey MGB Wealth Management, LLC | 58 | $13,946.41 | $17,116.22 | $3,169.81 | 22.73% |
David Quinn Pine Harbor Wealth Management, LLC | 5,516 | $1.38M | $1.66M | $277,890.11 | 20.16% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 137,553 | $34.53M | $40.62M | $6.09M | 17.63% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 31,440 | $8.4M | $9.3M | $897,097.49 | 10.68% |
Robert Santos Arrowroot Family Office, LLC | 1,739 | $331,646.79 | $517,799.77 | $186,152.98 | 56.13% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 1,256 | $242,434 | $376,536.24 | $134,102.24 | 55.31% |