| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VL Victoria Latham Fiduciary Alliance LLC | 25,266 | $2.14M | $2.41M | $263,657.58 | 12.3% |
| GD Gary Dempsey Leslie Global Wealth LLC | 3,407 | $314,070.1 | $324,618.96 | $10,548.86 | 3.36% |
| MC Morgan Carter RFP Financial Group LLC | 21,460 | $2.01M | $2.04M | $36,376.34 | 1.81% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 6,087 | $501,082.18 | $579,969.36 | $78,887.18 | 15.74% |
Loni Adams Daymark Wealth Partners LLC | 40,851 | $3.05M | $3.9M | $850,214.78 | 27.88% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 8,705 | $626,318.83 | $831,066.35 | $204,747.52 | 32.69% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 8,533 | $602,024.33 | $814,645.51 | $212,621.18 | 35.32% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,988 | $184,500.13 | $285,264.36 | $100,764.23 | 54.61% |
Belena Vincetti Fortis Capital Advisors LLC | 2,452 | $236,681 | $234,092.44 | -$2,588.56 | -1.09% |
Jeffrey D. Munjack JDM Financial Group LLC | 100 | $9,018 | $9,547 | $529 | 5.87% |
Marc White Clarendon Private LLC | 6,420 | $580,175.02 | $612,917.4 | $32,742.38 | 5.64% |
| SS Sheryl Stephens Stephens Consulting LLC | 2,164 | $167,252.7 | $206,597.08 | $39,344.38 | 23.52% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,293 | $527,341.73 | $696,262.71 | $168,920.98 | 32.03% |
| BP Brett Pohl Kingdom Financial Group LLC | 129 | $11,263.08 | $12,315.63 | $1,052.55 | 9.35% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 1,050 | $101,346 | $100,243.5 | -$1,102.5 | -1.09% |
| SR Scott Register Register Financial Advisors LLC | 19,145 | $1.46M | $1.84M | $372,618.66 | 25.44% |
Bree Pate Olisti Co. Wealth LLC | 722 | $62,958 | $69,019.59 | $6,061.59 | 9.63% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 20,181 | $1.65M | $1.93M | $273,613.49 | 16.55% |
Amy Ardeel Icon Wealth Advisors LLC | 4,394 | $424,108.88 | $420,352.01 | -$3,756.87 | -0.89% |
| SA Steve Alexandrowski GEM Asset Management LLC | 4,230 | $310,271.03 | $403,838.1 | $93,567.07 | 30.16% |