| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 9,863 | $523,626.67 | $529,889.67 | $6,263 | 1.2% |
Nichole Raftopoulos Nvest Financial LLC | 4,544 | $224,337.28 | $244,444.48 | $20,107.2 | 8.96% |
Brian Clay Clay Northam Wealth Management LLC | 20,649 | $1.03M | $1.11M | $80,090.7 | 7.76% |
David T. Morgan High Net Worth Advisory Group LLC | 83,224 | $4.25M | $4.46M | $209,854.83 | 4.94% |
Jim Clark Worth Asset Management LLC | 10,300 | $547,651 | $557,333 | $9,682 | 1.77% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,606 | $1.13M | $1.22M | $86,076.2 | 7.61% |
Matthew Heller Willner & Heller LLC | 3,836 | $193,037.03 | $206,319.26 | $13,282.23 | 6.88% |
Jeffrey Gilbert Balboa Wealth Partners | 18,090 | $960,398.1 | $964,920.6 | $4,522.5 | 0.47% |
Edward Lowndes Angeles Wealth Management LLC | 14,374 | $763,115.66 | $767,643.47 | $4,527.81 | 0.59% |
Michael Stulic Astoria Portfolio Advisors LLC | 88,007 | $4.5M | $4.71M | $209,928.73 | 4.66% |
Rodrigo Diaz Plan Group Financial LLC | 40,200 | $2.07M | $2.15M | $83,897.5 | 4.05% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 6,466 | $325,369.12 | $346,092.65 | $20,723.53 | 6.37% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 404,802 | $20.57M | $21.79M | $1.22M | 5.92% |
Jill Grimes Centurion Wealth Management LLC | 193,155 | $9.55M | $10.35M | $802,130.25 | 8.4% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 5,063 | $263,350.35 | $272,034.48 | $8,684.13 | 3.3% |
Victoria Latham Fiduciary Alliance LLC | 7,897 | $412,483.3 | $420,831.13 | $8,347.83 | 2.02% |
Jessica Thayer Unique Wealth LLC | 60,492 | $3.09M | $3.25M | $155,360.82 | 5.02% |
| BG Becki Goebel TCP Asset Management LLC | 6,785 | $334,975 | $364,150.95 | $29,175.95 | 8.71% |
Walter J. West Milestone Asset Management LLC | 96,105 | $4.94M | $5.17M | $231,395.72 | 4.68% |
| SS Sasha Stewart Marmo Financial Group LLC | 4,946 | $259,813 | $263,448.69 | $3,635.69 | 1.4% |