| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard A. Flora Key Client Fiduciary Advisors LLC | 730 | $244,323.7 | $222,489.4 | -$21,834.3 | -8.94% |
Missy Straw Nilsine Partners LLC | 60,647 | $19.8M | $18.42M | -$1.37M | -6.92% |
Chad Soukup jvl associates LLC | 1,090 | $231,984.7 | $339,535 | $107,550.3 | 46.36% |
Samuel Miller Kraft, Davis & Associates LLC | 4,673 | $1.12M | $1.44M | $319,819.67 | 28.62% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,110 | $1.25M | $2.48M | $1.23M | 98.52% |
| DW Darren Woolson Asset Allocation Strategies LLC | 1,850 | $521,241.36 | $572,010.75 | $50,769.39 | 9.74% |
Timothy Gerlach Novem Group | 2,506 | $541,299.82 | $761,548.34 | $220,248.52 | 40.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,925 | $1.18M | $2.49M | $1.31M | 111.38% |
Michael Stulic Astoria Portfolio Advisors LLC | 699 | $233,948.31 | $212,660.26 | -$21,288.05 | -9.1% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,099 | $2.08M | $2.15M | $65,906.31 | 3.17% |
| RDL Rodrigo De La Garza Summa Corp. | 962 | $204,742 | $298,532.65 | $93,790.65 | 45.81% |
Loni Adams Daymark Wealth Partners LLC | 600 | $200,824 | $180,930 | -$19,894 | -9.91% |
Adam Laibson Mainsail Financial Group LLC | 39,528 | $5.95M | $12.3M | $6.36M | 106.87% |
| BG Becki Goebel TCP Asset Management LLC | 1,920 | $379,123.21 | $587,270.4 | $208,147.19 | 54.9% |
Scott Register Register Financial Advisors LLC | 2,980 | $530,131.79 | $905,338.9 | $375,207.11 | 70.78% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 35,850 | $4.47M | $10.95M | $6.47M | 144.67% |
Dana Anspach Sensible Money LLC | 4,266 | $448,954.46 | $1.33M | $886,004.92 | 197.35% |
Jeffrey Rosenthal Viawealth LLC | 620 | $207,508 | $191,511.8 | -$15,996.2 | -7.71% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 506 | $95,270 | $154,193.38 | $58,923.38 | 61.85% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,045 | $573,312.6 | $928,146.45 | $354,833.85 | 61.89% |