| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 3,476 | $377,250.28 | $376,242.24 | -$1,008.04 | -0.27% |
Loni Adams Daymark Wealth Partners LLC | 38,366 | $4.25M | $4.15M | -$100,517.22 | -2.36% |
Jessica Thayer Unique Wealth LLC | 2,854 | $313,946.81 | $308,916.96 | -$5,029.85 | -1.6% |
Brian Matter Creative Capital Management Investments LLC | 2,198 | $235,471.74 | $237,911.52 | $2,439.78 | 1.04% |
Michael Snyder Beaumont Financial Advisors LLC | 9,348 | $674,878.71 | $1.01M | $336,948.81 | 49.93% |
Christopher Casanega Sharper & Granite LLC | 60,328 | $4.02M | $6.53M | $2.51M | 62.27% |
Jeffrey D. Munjack JDM Financial Group LLC | 215 | $23,032.95 | $23,826.3 | $793.35 | 3.44% |
Patrick D. Hayes Canopy Partners LLC | 2,059 | $199,405.31 | $222,866.16 | $23,460.85 | 11.77% |
Lucas Mosher SP Asset Management LLC | 8,407 | $414,229.7 | $909,973.68 | $495,743.98 | 119.68% |
| BP Brett Pohl Kingdom Financial Group LLC | 132 | $14,181 | $14,685 | $504 | 3.55% |
Sue Oleari Trifecta Capital Advisors LLC | 391 | $46,029 | $42,321.84 | -$3,707.16 | -8.05% |
Amy Hart Phillips Wealth Planners LLC | 8,525 | $653,218.51 | $948,406.25 | $295,187.74 | 45.19% |
Scott Register Register Financial Advisors LLC | 439 | $32,621.83 | $47,517.36 | $14,895.53 | 45.66% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 5,895 | $529,246.87 | $665,840.25 | $136,593.38 | 25.81% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,755 | $509,403 | $524,333.85 | $14,930.85 | 2.93% |
Amy Ardeel Icon Wealth Advisors LLC | 2,532 | $229,452.2 | $274,063.68 | $44,611.48 | 19.44% |
Bepin Serraj Richard W. Paul & Associates LLC | 3,172 | $209,437.65 | $352,885 | $143,447.35 | 68.49% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 146,232 | $7.74M | $15.83M | $8.09M | 104.61% |
Moises Valladares Insigneo Advisory Services LLC | 43,296 | $4.59M | $4.89M | $295,779.67 | 6.44% |
Jeffrey Rosenthal Viawealth LLC | 3,409 | $221,858 | $381,228.47 | $159,370.47 | 71.83% |