| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Lewis Genesis Private Wealth LLC | 11,682 | $99,040.28 | $158,291.1 | $59,250.82 | 59.82% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 633 | $7,140 | $8,485.36 | $1,345.36 | 18.84% |
Kevin Kroskey True Wealth Design LLC | 6,889 | $78,219.67 | $92,725.94 | $14,506.27 | 18.55% |
Jill Batley Gateway Wealth Partners LLC | 52,442 | $591,544.99 | $698,789.65 | $107,244.66 | 18.13% |
Beth Zilka Baron Wealth Management LLC | 94,626 | $612,895.78 | $1.27M | $656,038.88 | 107.04% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 10,531 | $89,642.86 | $141,220.71 | $51,577.85 | 57.54% |
Jacqueline Washburn Vawter Financial Ltd. | 11,500 | $129,720 | $154,215 | $24,495 | 18.88% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 12,979 | $179,110.2 | $174,048.39 | -$5,061.81 | -2.83% |
Scott Boyce Decker Retirement Planning Inc. | 93 | $1,289 | $1,247.13 | -$41.87 | -3.25% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,726 | $23,825.84 | $23,206.07 | -$619.77 | -2.6% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 25,544 | $289,898.19 | $342,545.04 | $52,646.85 | 18.16% |
Staci Compagno Portside Wealth Group, LLC | 47,727 | $524,645.35 | $640,019.07 | $115,373.72 | 21.99% |
Courtney Holt Compound Planning, Inc. | 283,998 | $2.11M | $3.82M | $1.71M | 81.03% |
Nemes Rush Group LLC Nemes Rush Group LLC | 572 | $6,710 | $7,661.94 | $951.94 | 14.19% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,111 | $159,451.8 | $189,016.84 | $29,565.04 | 18.54% |
Thomas Healy PFW Advisors LLC | 27,344 | $126,047.31 | $366,683.04 | $240,635.73 | 190.91% |
Thomas Dobbins New Republic Capital, LLC | 36,888 | $429,763.41 | $494,668.08 | $64,904.67 | 15.1% |
Norden Group LLC NORDEN GROUP LLC | 25,139 | $266,986.26 | $336,359.82 | $69,373.56 | 25.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 109,477 | $1.26M | $1.47M | $210,307.27 | 16.72% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1.47M | $9.45M | $19.81M | $10.36M | 109.61% |