| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DW Darren Woolson Asset Allocation Strategies LLC | 100,441 | $9.05M | $8.58M | -$469,054.37 | -5.18% |
Bryan Kupchik Capstone Wealth Management Group LLC | 151,133 | $11.93M | $12.78M | $850,146.96 | 7.12% |
Brian Levy West Wealth Group LLC | 5,243 | $394,503.9 | $447,909.49 | $53,405.59 | 13.54% |
Timothy Gerlach Novem Group | 3,635 | $244,245.81 | $307,012.1 | $62,766.29 | 25.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 198,875 | $13.36M | $16.88M | $3.52M | 26.36% |
| LV Leah Vaden Redwood Financial Network Corp. | 11,947 | $808,678.83 | $1.02M | $211,953.38 | 26.21% |
Craig Johnsen Fortitude Advisory Group LLC | 10,661 | $899,198.08 | $904,905.68 | $5,707.6 | 0.63% |
Kevin Zemann WealthPlan Investment Management LLC | 17,469 | $1.51M | $1.48M | -$23,777.6 | -1.58% |
Michael Stulic Astoria Portfolio Advisors LLC | 34,654 | $2.35M | $2.93M | $578,941.05 | 24.66% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 736 | $55,339.87 | $62,177.28 | $6,837.41 | 12.36% |
Adam Schwallier Schwallier Wealth Management LLC | 166,099 | $10.57M | $14.03M | $3.46M | 32.7% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 400 | $28,504 | $33,784 | $5,280 | 18.52% |
Mark Mowrey Signature Resources Capital Management LLC | 3 | $270 | $252.18 | -$17.82 | -6.6% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 7,032 | $633,551 | $593,922.72 | -$39,628.28 | -6.25% |
Rachel Faulk Cape Investment Advisory Inc. | 225 | $20,273 | $19,098 | -$1,175 | -5.8% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 198,193 | $12.4M | $16.93M | $4.53M | 36.51% |
Mariana Coli Dunhill Financial LLC | 2,263 | $168,913.19 | $192,083.44 | $23,170.25 | 13.72% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 4,451 | $343,790.28 | $380,248.93 | $36,458.65 | 10.6% |
Lukas Lindgren Abound Wealth Management | 189 | $14,211.99 | $16,050.82 | $1,838.83 | 12.94% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 3,237 | $240,226.29 | $273,477.94 | $33,251.65 | 13.84% |