| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Lee Planning Center Inc. | 632 | $231,122.41 | $215,170.71 | -$15,951.7 | -6.9% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 684 | $185,104.44 | $250,268.77 | $65,164.33 | 35.2% |
| MWM Marion Wealth Management Marion Wealth Management | 32,271 | $8.02M | $10.99M | $2.97M | 37.01% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 622 | $227,465.41 | $211,766.11 | -$15,699.3 | -6.9% |
W. Travis McKinney HB Wealth Management LLC | 28,888 | $6.72M | $9.84M | $3.12M | 46.44% |
Joel A. Schreiber SFI Advisors LLC | 728 | $191,418.87 | $247,854.87 | $56,436 | 29.48% |
Daniel Forbes Forbes Financial Planning Inc. | 29,829 | $9.01M | $10.16M | $1.14M | 12.69% |
Mark Perrault Intergy Private Wealth LLC | 5,018 | $1.33M | $1.71M | $380,106.13 | 28.62% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,157 | $503,443.22 | $789,224.75 | $285,781.53 | 56.77% |
Allison Tronnes Forum Financial Management LP | 563 | $205,889.11 | $191,678.97 | -$14,210.14 | -6.9% |
Paul Elam Oak Harbor Wealth Partners LLC | 80 | $22,543.2 | $28,168.8 | $5,625.6 | 24.95% |
William Jollie Quent Capital LLC | 72,761 | $19.77M | $26.24M | $6.47M | 32.71% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,739 | $388,827.16 | $592,059.92 | $203,232.76 | 52.27% |
Missy Straw Nilsine Partners LLC | 610 | $184,372.5 | $207,680.59 | $23,308.09 | 12.64% |
Dalila Toledo Ascent Group LLC | 1,585 | $457,541.22 | $539,629.08 | $82,087.86 | 17.94% |
| EM Erin Mccann Simplicity Wealth LLC | 1,335 | $488,209.51 | $470,066.85 | -$18,142.66 | -3.72% |
Michael Byun SageView Advisory Group LLC | 566 | $206,987 | $204,201.48 | -$2,785.52 | -1.35% |
Nicole Goff Retirement Solution LLC | 575 | $210,277.51 | $206,666.5 | -$3,611.01 | -1.72% |
Kristofer Gray Integrity Financial Corp. /WA | 4 | $1,007.08 | $1,361.84 | $354.76 | 35.23% |
Kristen Williams Athena Investment Management | 1,244 | $311,086.75 | $438,024.84 | $126,938.09 | 40.8% |