| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Barrett Sterling Wealth Advisors Inc. | 10,780 | $281,034.43 | $367,274.6 | $86,240.17 | 30.69% |
Rachel Faulk Cape Investment Advisory Inc. | 601,890 | $17.8M | $20.51M | $2.71M | 15.22% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 60 | $2,088.6 | $2,111.4 | $22.8 | 1.09% |
Vyoma Patel Strata Wealth Advisors LLC | 5,748 | $200,088 | $195,834.36 | -$4,253.64 | -2.13% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 370,207 | $8.24M | $12.61M | $4.37M | 53.05% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4,747 | $140,604.36 | $161,730.29 | $21,125.93 | 15.03% |
Lukas Lindgren Abound Wealth Management | 864 | $24,339.47 | $29,436.48 | $5,097.01 | 20.94% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 22,028 | $629,496.62 | $750,493.96 | $120,997.34 | 19.22% |
Daniel Guy Ethos Financial Group LLC | 693,268 | $16.35M | $23.62M | $7.27M | 44.46% |
Victoria Latham Fiduciary Alliance LLC | 324,528 | $8.98M | $11.06M | $2.08M | 23.12% |
Mark Meredith Meredith Wealth Planning | 13,224 | $365,908 | $450,541.68 | $84,633.68 | 23.13% |
Loni Adams Daymark Wealth Partners LLC | 14,200 | $413,362 | $483,794 | $70,432 | 17.04% |
Jessica Thayer Unique Wealth LLC | 123,721 | $3.52M | $4.22M | $692,867.26 | 19.67% |
Stephen Cheifetz Kades & Cheifetz LLC | 10,405 | $229,582.95 | $354,498.35 | $124,915.4 | 54.41% |
Michael Snyder Beaumont Financial Advisors LLC | 31,302 | $688,863.11 | $1.07M | $377,596.03 | 54.81% |
Jade Franke Retirement Investment Advisors Inc. | 187,435 | $4.83M | $6.39M | $1.56M | 32.27% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 24,947 | $516,513.64 | $849,944.29 | $333,430.65 | 64.55% |
Holly Skipper Verum Partners LLC | 32,900 | $778,794.58 | $1.12M | $342,108.42 | 43.93% |
Belena Vincetti Fortis Capital Advisors LLC | 6,227 | $216,762 | $212,153.89 | -$4,608.11 | -2.13% |
Jeffrey D. Munjack JDM Financial Group LLC | 525 | $12,092.85 | $18,543 | $6,450.15 | 53.34% |