| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 10,183 | $88,132.9 | $138,845.2 | $50,712.3 | 57.54% |
Amy Ardeel Icon Wealth Advisors LLC | 17,243 | $180,709.14 | $235,679.05 | $54,969.91 | 30.42% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 825 | $9,306 | $11,276.18 | $1,970.18 | 21.17% |
| MV Moises Valladares Insigneo Advisory Services LLC | 22,277 | $225,798.85 | $304,192.43 | $78,393.58 | 34.72% |
Andrew Lewis Genesis Private Wealth LLC | 11,784 | $99,886.88 | $160,792.68 | $60,905.8 | 60.97% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 633 | $7,140 | $8,637.28 | $1,497.28 | 20.97% |
Kevin Kroskey True Wealth Design LLC | 5,877 | $64,230.84 | $81,220.14 | $16,989.3 | 26.45% |
Jill Batley Gateway Wealth Partners LLC | 54,510 | $614,872 | $746,241.9 | $131,369.9 | 21.37% |
Beth Zilka Baron Wealth Management LLC | 94,626 | $612,895.78 | $1.3M | $684,899.81 | 111.75% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 10,857 | $92,348.65 | $148,903.75 | $56,555.1 | 61.24% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 11,500 | $129,720 | $157,722.5 | $28,002.5 | 21.59% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,513 | $20,880 | $20,675.14 | -$204.86 | -0.98% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 24,845 | $280,252 | $339,506.92 | $59,254.92 | 21.14% |
Alexandra Stickelman Root Financial Partners, LLC | 2,910 | $32,081.75 | $39,765.15 | $7,683.4 | 23.95% |
Staci Compagno Portside Wealth Group, LLC | 43,330 | $463,966.72 | $584,305.05 | $120,338.33 | 25.94% |
Courtney Holt Compound Planning, Inc. | 262,481 | $1.81M | $3.59M | $1.77M | 97.91% |
Nemes Rush Group LLC Nemes Rush Group LLC | 572 | $6,710 | $7,816.38 | $1,106.38 | 16.49% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,000 | $157,920 | $191,310 | $33,390 | 21.14% |
Thomas Healy PFW Advisors LLC | 32,394 | $145,489.81 | $442,016.13 | $296,526.32 | 203.81% |
Thomas Dobbins New Republic Capital, LLC | 35,837 | $415,259.45 | $489,712.6 | $74,453.15 | 17.93% |