| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 88,183 | $1.97M | $2.87M | $899,749.49 | 45.78% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 8,311 | $210,268.3 | $269,691.95 | $59,423.65 | 28.26% |
Christian McGill CFC Planning Co. LLC | 41,485 | $1.18M | $1.34M | $158,064.04 | 13.38% |
| YA Yinka Akinsola Blue Trust Inc. | 6,178 | $159,472.92 | $200,723.22 | $41,250.3 | 25.87% |
Jeff Ameen Spire Wealth Management | 10,490 | $273,844.32 | $340,820.1 | $66,975.78 | 24.46% |
Drew Waldron Canvas Wealth Advisors LLC | 6,287 | $227,149.31 | $202,252.79 | -$24,896.52 | -10.96% |
Eric Becker Guardian Wealth Advisors LLC | 7,265 | $203,694.44 | $234,368.9 | $30,674.46 | 15.06% |
Daren Blonski Fermata Advisors LLC | 21,081 | $547,541.28 | $678,175.77 | $130,634.49 | 23.86% |
| AL Acas LLC Acas LLC | 20,638 | $488,229.35 | $667,226.54 | $178,997.19 | 36.66% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 28,095 | $698,710.18 | $898,759.05 | $200,048.87 | 28.63% |
Donna Rittershausen Koss-Olinger Consulting LLC | 8,324 | $197,528.52 | $269,988.94 | $72,460.42 | 36.68% |
Kyle P. Smith NewEdge Wealth LLC | 11,823 | $301,236.3 | $381,823.78 | $80,587.48 | 26.75% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 18,798 | $464,711.9 | $601,348.02 | $136,636.12 | 29.4% |
Shad Lamm Keystone Wealth Services LLC | 11,203 | $292,268.42 | $359,729.45 | $67,461.03 | 23.08% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 91,905 | $2.85M | $2.97M | $116,085.1 | 4.07% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,173 | $105,576.9 | $133,452.54 | $27,875.64 | 26.4% |
Joseph Castro Nuveen LLC | 30,132 | $1.09M | $963,922.68 | -$124,718.32 | -11.46% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 50,014 | $1.28M | $1.61M | $324,620.38 | 25.33% |
Tina Tenret Tenret Co. LLC | 58,188 | $1.47M | $1.86M | $388,986.78 | 26.42% |
Katie Smith Delos Wealth Advisors LLC | 2,204 | $64,092.32 | $70,814.52 | $6,722.2 | 10.49% |