| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 10,593 | $528,863.13 | $559,681.15 | $30,818.02 | 5.83% |
Marc H. Stone Tyler-Stone Wealth Management | 5,100 | $244,417.5 | $269,458.5 | $25,041 | 10.25% |
Michael Byun SageView Advisory Group LLC | 822 | $39,453 | $43,434.4 | $3,981.4 | 10.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,405 | $805,432.04 | $971,139.82 | $165,707.78 | 20.57% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,050 | $690,485.16 | $846,878.25 | $156,393.09 | 22.65% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 8,347 | $333,717.27 | $441,305.89 | $107,588.62 | 32.24% |
Lukas Lindgren Abound Wealth Management | 20 | $997 | $1,043.8 | $46.8 | 4.69% |
| DP Drew Phillips Fortitude Family Office LLC | 56 | $2,776 | $2,966.6 | $190.6 | 6.87% |
David Kennon David Kennon Inc | 57,817 | $2.27M | $3.05M | $785,942.72 | 34.64% |
Bree Pate Olisti Co. Wealth LLC | 2,804 | $134,583.13 | $149,018.58 | $14,435.45 | 10.73% |
Jeffrey Rosenthal Viawealth LLC | 39,847 | $1.95M | $2.11M | $160,164.86 | 8.2% |
| FFL Financial Freedom LLC Financial Freedom LLC | 763 | $33,572.97 | $40,488.59 | $6,915.62 | 20.6% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 37,667 | $1.83M | $2M | $172,536.7 | 9.43% |
Jill Batley Gateway Wealth Partners LLC | 9,728 | $480,106.97 | $516,313.6 | $36,206.63 | 7.54% |
| PIL PFG Investments LLC PFG Investments LLC | 12,682 | $570,818.94 | $672,526.46 | $101,707.52 | 17.82% |
Alexandra Stickelman Root Financial Partners, LLC | 371 | $18,345.91 | $19,674.13 | $1,328.22 | 7.24% |
Courtney Holt Compound Planning, Inc. | 11,329 | $481,282.22 | $600,776.87 | $119,494.65 | 24.83% |
Andrew Halac Talon Private Wealth, LLC | 8,710 | $432,085 | $461,760.65 | $29,675.65 | 6.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,606 | $580,063.91 | $666,479.22 | $86,415.31 | 14.9% |
NICOLE MARTIN Arlington Trust Co LLC | 280 | $14,064 | $14,855.4 | $791.4 | 5.63% |