| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 102,859 | $9.44M | $14.15M | $4.7M | 49.8% |
Victoria Latham Fiduciary Alliance LLC | 5,956 | $584,015 | $819,188.24 | $235,173.24 | 40.27% |
Michael Snyder Beaumont Financial Advisors LLC | 2,845 | $298,657.92 | $393,577.3 | $94,919.38 | 31.78% |
Holly Skipper Verum Partners LLC | 1,232 | $203,772 | $171,338.55 | -$32,433.45 | -15.92% |
Belena Vincetti Fortis Capital Advisors LLC | 3,709 | $503,504.51 | $513,418.32 | $9,913.81 | 1.97% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 9,576 | $937,672.13 | $1.34M | $406,951.49 | 43.4% |
Dean Pelos Commonwealth Retirement Investments LLC | 1 | $165 | $138.42 | -$26.58 | -16.11% |
Moises Valladares Insigneo Advisory Services LLC | 31,009 | $4.98M | $4.24M | -$734,324.4 | -14.75% |
| FFL Financial Freedom LLC Financial Freedom LLC | 22,745 | $2.37M | $3.22M | $845,955.9 | 35.65% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 7,755 | $769,798.54 | $1.07M | $301,399.61 | 39.15% |
Ann Reilley Alpha Financial Advisors LLC | 1,736 | $287,039 | $243,109.44 | -$43,929.56 | -15.3% |
| PIL PFG Investments LLC PFG Investments LLC | 6,920 | $1.02M | $975,028 | -$44,785.64 | -4.39% |
Alexandra Stickelman Root Financial Partners, LLC | 1,555 | $223,427.11 | $215,250.87 | -$8,176.24 | -3.66% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 52,023 | $5.67M | $7.29M | $1.62M | 28.53% |
Benjamin J. Jones National Wealth Management Group, LLC | 17,297 | $2.11M | $2.41M | $294,581.69 | 13.94% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,401 | $231,711.05 | $193,520.13 | -$38,190.92 | -16.48% |
Courtney Holt Compound Planning, Inc. | 9,768 | $765,389.04 | $1.37M | $604,572.96 | 78.99% |
Katherine Stoner Empower Advisory Group, LLC | 1,240 | $205,071 | $170,450.4 | -$34,620.6 | -16.88% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,549 | $412,105.19 | $638,770.58 | $226,665.39 | 55% |
Christopher C. Powers Farther Finance Advisors, LLC | 23,457 | $3.34M | $3.33M | -$8,390.31 | -0.25% |