| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian J. Cyr Cyr Financial Inc. | 2,357 | $212,366 | $198,966.15 | -$13,399.85 | -6.31% |
Adam Colby Wealth Group Ltd | 15,078 | $1.12M | $1.27M | $154,325.06 | 13.84% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,447 | $437,628.22 | $460,053.62 | $22,425.4 | 5.12% |
Kyle Bubeck Independence Asset Advisors, LLC | 982,557 | $73.88M | $82.79M | $8.91M | 12.06% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 225,172 | $12.34M | $18.98M | $6.64M | 53.82% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 36,786 | $2.05M | $3.11M | $1.06M | 51.93% |
Michael Herman Apollon Financial, LLC | 18,110 | $1.04M | $1.55M | $503,555.17 | 48.25% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 14,408 | $806,735.12 | $1.22M | $410,164.56 | 50.84% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,240 | $296,222.82 | $444,771.2 | $148,548.38 | 50.15% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 67,413 | $4.82M | $5.71M | $888,484.59 | 18.42% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 7,730 | $645,123.6 | $650,208.95 | $5,085.35 | 0.79% |
Brian Distler Lakeridge Wealth Management LLC | 3,429 | $194,102.38 | $292,939.47 | $98,837.09 | 50.92% |
Ashley Meredith Abel Hall, LLC | 3,432 | $309,223 | $289,643.64 | -$19,579.36 | -6.33% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 9,666 | $661,212.85 | $815,810.4 | $154,597.55 | 23.38% |
Robert Santos Arrowroot Family Office, LLC | 6,347 | $345,314.32 | $542,224.21 | $196,909.89 | 57.02% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,163 | $170,121.36 | $183,595.44 | $13,474.08 | 7.92% |
Janice M. Powell Diversify Advisory Services, LLC | 21,616 | $1.95M | $1.83M | -$122,022.28 | -6.27% |
David W. Marrazzo Guardian Asset Advisors, LLC | 6,161 | $356,362.19 | $520,358.06 | $163,995.87 | 46.02% |
Taylor Faw Strathmore Capital Advisors, Inc. | 2,517 | $189,253.23 | $212,585.82 | $23,332.59 | 12.33% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,030 | $66,370.2 | $87,426.4 | $21,056.2 | 31.73% |