| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 21 | $1,906.59 | $1,958.04 | $51.45 | 2.7% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 262 | $14,263.28 | $24,144.61 | $9,881.33 | 69.28% |
Mariana Coli Dunhill Financial LLC | 169 | $13,361 | $15,757.56 | $2,396.56 | 17.94% |
Lukas Lindgren Abound Wealth Management | 271 | $12,849.68 | $25,280.23 | $12,430.55 | 96.74% |
Loni Adams Daymark Wealth Partners LLC | 22,891 | $1.57M | $2.11M | $542,952.89 | 34.64% |
Jessica Thayer Unique Wealth LLC | 4,127 | $326,280.37 | $380,591.94 | $54,311.57 | 16.65% |
Michael Snyder Beaumont Financial Advisors LLC | 4,049 | $191,934.83 | $374,694.46 | $182,759.63 | 95.22% |
Christopher Casanega Sharper & Granite LLC | 22,969 | $1.3M | $2.14M | $838,395.12 | 64.28% |
| BP Brett Pohl Kingdom Financial Group LLC | 348 | $28,700.12 | $32,085.6 | $3,385.48 | 11.8% |
Stephen Smith Kestra Investment Management LLC | 3,343 | $265,116.43 | $308,258.03 | $43,141.6 | 16.27% |
Andy Peters Goldstein Advisors LLC | 10,795 | $510,321.11 | $1.01M | $496,204.69 | 97.23% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1.34M | $80.9M | $124.2M | $43.3M | 53.52% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 796,314 | $61.86M | $74.17M | $12.31M | 19.9% |
Jesse Haller Compass Financial Group Inc./SD | 237,034 | $11.21M | $22.1M | $10.89M | 97.16% |
Todd Schanel Core Wealth Management Inc. | 3,906 | $322,245 | $360,367.56 | $38,122.56 | 11.83% |
David Stevens Stevens Capital Partners | 23,909 | $1.32M | $2.23M | $911,251.76 | 69.26% |
| TAL TFB Advisors LLC TFB Advisors LLC | 12,389 | $992,018.81 | $1.15M | $162,635.99 | 16.39% |
Kyle Moore Quarry Hill Advisors LLC | 2,545 | $205,254 | $236,481.4 | $31,227.4 | 15.21% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 339 | $30,778 | $31,218.51 | $440.51 | 1.43% |
Sheila J. Lindsay Bensler LLC | 175,956 | $11.33M | $16.36M | $5.03M | 44.41% |