| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 943 | $267,076.46 | $241,125.1 | -$25,951.36 | -9.72% |
Loni Adams Daymark Wealth Partners LLC | 2,378 | $403,845.06 | $608,054.6 | $204,209.54 | 50.57% |
Jessica Thayer Unique Wealth LLC | 1,333 | $133,113.55 | $340,848.1 | $207,734.55 | 156.06% |
Brian Matter Creative Capital Management Investments LLC | 26 | $7,363.72 | $6,648.2 | -$715.52 | -9.72% |
| BP Brett Pohl Kingdom Financial Group LLC | 207 | $33,154.23 | $52,232.31 | $19,078.08 | 57.54% |
Bree Pate Olisti Co. Wealth LLC | 12 | $1,803 | $3,068.4 | $1,265.4 | 70.18% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,007 | $285,202.54 | $257,489.9 | -$27,712.64 | -9.72% |
Paul L. Moffat Arista Wealth Management LLC | 3,288 | $446,182 | $840,741.6 | $394,559.6 | 88.43% |
Michael Radoff LGT Financial Advisors LLC | 34 | $3,845.43 | $8,693.8 | $4,848.37 | 126.08% |
Ashley Buboltz Moran Wealth Management LLC | 1,221 | $345,811.62 | $322,087.6 | -$23,724.02 | -6.86% |
David Smith Linden Thomas Advisory Services LLC | 7,979 | $816,335.32 | $2.04M | $1.22M | 149.93% |
Kevin Kroskey True Wealth Design LLC | 145 | $24,220.37 | $37,076.5 | $12,856.13 | 53.08% |
Beth Zilka Baron Wealth Management LLC | 1,077 | $305,027.94 | $275,388.9 | -$29,639.04 | -9.72% |
| PIL PFG Investments LLC PFG Investments LLC | 784 | $222,044.48 | $200,468.8 | -$21,575.68 | -9.72% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 1,026 | $163,394.46 | $265,467.23 | $102,072.77 | 62.47% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 960 | $271,891.2 | $243,590.4 | -$28,300.8 | -10.41% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 34 | $9,629.48 | $8,693.8 | -$935.68 | -9.72% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 1,562 | $442,389.64 | $399,403.4 | -$42,986.24 | -9.72% |
Alexandra Stickelman Root Financial Partners, LLC | 912 | $162,261.25 | $233,198.4 | $70,937.15 | 43.72% |
Katherine Stoner Empower Advisory Group, LLC | 772 | $218,645.84 | $197,022.12 | -$21,623.72 | -9.89% |