| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,089 | $810,416.84 | $1.33M | $524,173.41 | 64.68% |
| VL Victoria Latham Fiduciary Alliance LLC | 2,426 | $513,059.38 | $636,218.5 | $123,159.12 | 24% |
| MC Morgan Carter RFP Financial Group LLC | 869 | $209,632.77 | $227,895.25 | $18,262.48 | 8.71% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,415 | $306,991.73 | $370,836.12 | $63,844.39 | 20.8% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,347 | $325,549.98 | $353,015.02 | $27,465.04 | 8.44% |
| SS Stephen Smith Kestra Investment Management LLC | 991 | $240,514.14 | $259,716.32 | $19,202.18 | 7.98% |
Joseph A. Feste KM Capital Management Ltd. | 70 | $17,778.6 | $18,368 | $589.4 | 3.32% |
Crystal McKeon TSA Wealth Managment LLC | 1,579 | $387,415.66 | $414,329.6 | $26,913.94 | 6.95% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 329 | $52,833.92 | $86,329.6 | $33,495.68 | 63.4% |
| DS David Stevens Stevens Capital Partners | 888 | $225,545 | $233,015.64 | $7,470.64 | 3.31% |
| FFL Financial Freedom LLC Financial Freedom LLC | 105 | $11,571.84 | $27,552.52 | $15,980.68 | 138.1% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 69 | $17,525 | $17,826.15 | $301.15 | 1.72% |
Kevin Kroskey True Wealth Design LLC | 102 | $25,906 | $27,164.64 | $1,258.64 | 4.86% |
Jill Batley Gateway Wealth Partners LLC | 3,850 | $830,467.62 | $1.01M | $175,151.99 | 21.09% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 136 | $31,955 | $35,523.19 | $3,568.19 | 11.17% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 7,415 | $1.88M | $1.94M | $53,525.26 | 2.84% |
Gregory Bosch Strategies Wealth Advisors, LLC | 877 | $206,243.68 | $229,151.33 | $22,907.65 | 11.11% |
Alexandra Stickelman Root Financial Partners, LLC | 1,535 | $210,339.25 | $398,608.8 | $188,269.55 | 89.51% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 12 | $1,989.91 | $3,108.3 | $1,118.39 | 56.2% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,903 | $518,472.52 | $751,949.57 | $233,477.05 | 45.03% |