| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 8,844 | $311,220.36 | $534,354.48 | $223,134.12 | 71.7% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,807 | $245,741.85 | $246,008.34 | $266.49 | 0.11% |
Jeffrey Gilbert Balboa Wealth Partners | 3,104 | $200,363.2 | $200,580.48 | $217.28 | 0.11% |
Michael Stulic Astoria Portfolio Advisors LLC | 27,442 | $981,724.07 | $1.66M | $676,321.57 | 68.89% |
Lori Fernicola Castle Wealth Management LLC | 12,370 | $294,777.54 | $747,395.4 | $452,617.86 | 153.55% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 362 | $16,474.62 | $21,872.04 | $5,397.42 | 32.76% |
Albert Moore First National Advisers LLC | 4,970 | $202,676.6 | $300,287.4 | $97,610.8 | 48.16% |
Rachel Faulk Cape Investment Advisory Inc. | 150 | $9,675 | $9,591.75 | -$83.25 | -0.86% |
Mariana Coli Dunhill Financial LLC | 12 | $774 | $775.44 | $1.44 | 0.19% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 161 | $7,305 | $9,727.62 | $2,422.62 | 33.16% |
Lukas Lindgren Abound Wealth Management | 110 | $7,095 | $6,646.2 | -$448.8 | -6.33% |
Scott Crane Crane Advisory LLC | 31,040 | $1.09M | $1.88M | $783,139.2 | 71.7% |
Morgan Carter RFP Financial Group LLC | 315,619 | $20.36M | $20.9M | $542,845.17 | 2.67% |
Erik Brenner Hilltop Partners LLC | 18,081 | $441,050.27 | $1.16M | $715,139.27 | 162.14% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 7,957 | $231,886.04 | $480,761.94 | $248,875.9 | 107.33% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 7,500 | $183,302.88 | $453,150 | $269,847.12 | 147.21% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,891 | $263,858.72 | $386,508.51 | $122,649.79 | 46.48% |
Kevin Gray Lodestar Private Asset Management LLC | 5,442 | $246,305 | $328,805.64 | $82,500.64 | 33.5% |
Andy Peters Goldstein Advisors LLC | 25,022 | $610,606.31 | $1.51M | $901,222.93 | 147.59% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 12,437 | $394,450.4 | $751,443.54 | $356,993.14 | 90.5% |