| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 381 | $23,264.28 | $32,638.4 | $9,374.12 | 40.29% |
Jeff Ameen Spire Wealth Management | 2,685 | $163,579.35 | $229,540.65 | $65,961.3 | 40.32% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,708 | $266,022.02 | $401,969.04 | $135,947.02 | 51.1% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 16,195 | $1.24M | $1.38M | $142,192.55 | 11.45% |
Kaitlin Yardley Schaeffer Financial LLC | 251,225 | $14.51M | $21.52M | $7.02M | 48.37% |
Ashish Sharma DGS Capital Management LLC | 4,677 | $354,095.67 | $400,818.9 | $46,723.23 | 13.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 82 | $5,310.54 | $7,034.37 | $1,723.83 | 32.46% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 129 | $7,322.73 | $11,065.62 | $3,742.89 | 51.11% |
Andrew Burkey Joseph Group Capital Management | 303 | $16,604.4 | $25,997.4 | $9,393 | 56.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 32,040 | $1.38M | $2.74M | $1.36M | 98.31% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 10,841 | $542,671.28 | $926,797.09 | $384,125.81 | 70.78% |
Daniel Guy Ethos Financial Group LLC | 127,108 | $8.15M | $10.87M | $2.72M | 33.31% |
Jessica Thayer Unique Wealth LLC | 75,789 | $3.69M | $6.48M | $2.79M | 75.53% |
| BP Brett Pohl Kingdom Financial Group LLC | 17 | $1,330 | $1,453.41 | $123.41 | 9.28% |
Matthew Keyes Heritage Wealth Partners LLC | 3,679 | $223,716.31 | $314,223.39 | $90,507.08 | 40.46% |
Justin Halverson Great Waters Wealth Management | 30,490 | $1.45M | $2.6M | $1.15M | 79.2% |
Darren Tapley New England Capital Financial Advisors LLC | 11,583 | $663,702.07 | $989,304.03 | $325,601.96 | 49.06% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 855 | $54,147.78 | $72,961.42 | $18,813.64 | 34.74% |
Annmarie Young KPP Advisory Services LLC | 12,136 | $792,984.6 | $1.03M | $241,852.12 | 30.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,097 | $314,267.97 | $346,360.38 | $32,092.41 | 10.21% |