| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David T. Morgan High Net Worth Advisory Group LLC | 83,224 | $4.25M | $4.4M | $150,765.79 | 3.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,606 | $1.13M | $1.19M | $64,374.44 | 5.69% |
Matthew Heller Willner & Heller LLC | 3,836 | $193,037.03 | $202,770.96 | $9,733.93 | 5.04% |
Jeffrey Gilbert Balboa Wealth Partners | 18,090 | $960,398.1 | $980,116.2 | $19,718.1 | 2.05% |
Edward Lowndes Angeles Wealth Management LLC | 14,374 | $763,115.66 | $759,809.64 | -$3,306.02 | -0.43% |
Michael Stulic Astoria Portfolio Advisors LLC | 88,007 | $4.5M | $4.65M | $150,083.97 | 3.33% |
Rodrigo Diaz Plan Group Financial LLC | 17,150 | $846,696 | $906,549 | $59,853 | 7.07% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 6,466 | $325,369.12 | $341,792.76 | $16,423.64 | 5.05% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 404,802 | $20.57M | $21.4M | $826,991.58 | 4.02% |
Jill Grimes Centurion Wealth Management LLC | 189,234 | $9.34M | $10M | $660,411.54 | 7.07% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 5,063 | $263,350.35 | $267,630.18 | $4,279.83 | 1.63% |
Victoria Latham Fiduciary Alliance LLC | 17,077 | $892,586.92 | $902,690.22 | $10,103.3 | 1.13% |
Jessica Thayer Unique Wealth LLC | 60,492 | $3.09M | $3.2M | $104,245.08 | 3.37% |
| BG Becki Goebel TCP Asset Management LLC | 6,785 | $334,975 | $358,655.1 | $23,680.1 | 7.07% |
Walter J. West Milestone Asset Management LLC | 92,873 | $4.77M | $4.91M | $140,137.12 | 2.94% |
| SS Sasha Stewart Marmo Financial Group LLC | 4,946 | $259,813 | $261,445.56 | $1,632.56 | 0.63% |
Moises Valladares Insigneo Advisory Services LLC | 48,993 | $2.6M | $2.66M | $68,597.21 | 2.64% |
Robert B. LaRue Owen LaRue LLC | 66,088 | $3.34M | $3.49M | $149,855.19 | 4.48% |
Ashley Buboltz Moran Wealth Management LLC | 68,153 | $3.47M | $3.6M | $135,760.15 | 3.92% |
Steven Trigili Garden State Investment Advisory Services LLC | 73,821 | $3.73M | $4M | $270,126.66 | 7.24% |