| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 24,025 | $326,554 | $384,400 | $57,846 | 17.71% |
Alexandra Stickelman Root Financial Partners, LLC | 69 | $1,003 | $1,105.38 | $102.38 | 10.21% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,066 | $15,745 | $17,061.33 | $1,316.33 | 8.36% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 523,424 | $7.59M | $8.37M | $779,920.69 | 10.28% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 12,790 | $195,431.09 | $204,703.95 | $9,272.86 | 4.74% |
Chris M. Frantz Catalina Capital Group, LLC | 12,920 | $180,970.28 | $206,543 | $25,572.72 | 14.13% |
Allium Financial Advisors LLC Allium Financial Advisors LLC | 24,054 | $359,720.46 | $387,266.99 | $27,546.53 | 7.66% |
Nicole Reese WPG Advisers LLC | 450 | $6,677.68 | $7,240.5 | $562.82 | 8.43% |