| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 18 | $1,065 | $1,430.1 | $365.1 | 34.28% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 5,724 | $357,139.94 | $454,199.4 | $97,059.46 | 27.18% |
| WR Wesley Reed Blue Rock Wealth Management LLC | 4,185 | $244,989.97 | $333,251.55 | $88,261.58 | 36.03% |
Ameriflex Group Inc. Ameriflex Group Inc. | 15,179 | $1.03M | $1.21M | $179,875.65 | 17.46% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 860,676 | $56.04M | $69M | $12.96M | 23.12% |
| KT Karen Tatman KMT Wealth Management LLC | 11,922 | $966,357 | $950,660.28 | -$15,696.72 | -1.62% |
| DR Don Ruffin Park Square Financial Group LLC | 8,882 | $525,282.21 | $710,382.36 | $185,100.15 | 35.24% |
Tim Thomas Members Wealth LLC | 3,913 | $217,511.18 | $312,022.62 | $94,511.44 | 43.45% |
Adam J. Mehrer Wills Financial Group LLC | 16,483 | $1.05M | $1.31M | $265,759.62 | 25.43% |
| ECC Elizabeth C. Carr CLG LLC | 71,074 | $4.2M | $5.68M | $1.48M | 35.2% |
Candy Palugi Claris Financial LLC | 60,246 | $3.74M | $4.82M | $1.08M | 28.87% |
Clark Asset Management LLC Clark Asset Management LLC | 7,807 | $533,062 | $621,749.48 | $88,687.48 | 16.64% |
Buddy Levy Nestegg Advisors Inc. | 124,730 | $7.74M | $9.89M | $2.15M | 27.78% |
Balance Wealth LLC Balance Wealth LLC | 7,210 | $424,731.32 | $576,583.7 | $151,852.38 | 35.75% |
| RM Rich Mowrer Brookwood Investment Group LLC | 12,734 | $864,320.36 | $1.01M | $144,721.8 | 16.74% |
Nicole Reese WPG Advisers LLC | 28,875 | $2.07M | $2.3M | $232,943.95 | 11.26% |
QTR Family Wealth LLC QTR Family Wealth LLC | 3,852 | $225,654.17 | $306,445.86 | $80,791.69 | 35.8% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 12,905 | $868,004.04 | $1.03M | $164,008.81 | 18.89% |
Benjamin S. Smith Smith Asset Management Co LLC | 2,867 | $224,502 | $227,553.79 | $3,051.79 | 1.36% |
| AS Aryn Sands GK Wealth Management LLC | 5,654 | $458,311.78 | $449,662.62 | -$8,649.16 | -1.89% |