| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 55,864 | $2.15M | $2.32M | $172,785.7 | 8.03% |
Mariana Coli Dunhill Financial LLC | 2,848 | $114,534.09 | $118,619.2 | $4,085.11 | 3.57% |
Kyle R. Spahn Spahn Wealth & Retirement LLC | 113,179 | $5.18M | $4.78M | -$407,957.39 | -7.87% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 11,299 | $412,043.38 | $476,704.81 | $64,661.43 | 15.69% |
Lukas Lindgren Abound Wealth Management | 2,665 | $92,777.14 | $110,970.6 | $18,193.46 | 19.61% |
Drew Phillips Fortitude Family Office LLC | 5,359 | $216,450.01 | $223,202.35 | $6,752.34 | 3.12% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,719 | $287,991.03 | $283,608.99 | -$4,382.04 | -1.52% |
Jill Grimes Centurion Wealth Management LLC | 26,351 | $1.13M | $1.11M | -$18,039.45 | -1.6% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 10,008 | $451,060.56 | $421,286.76 | -$29,773.8 | -6.6% |
Daniel Guy Ethos Financial Group LLC | 397,734 | $15.69M | $16.74M | $1.05M | 6.68% |
Victoria Latham Fiduciary Alliance LLC | 14,340 | $599,492.74 | $603,570.6 | $4,077.86 | 0.68% |
Loni Adams Daymark Wealth Partners LLC | 22,395 | $998,397.16 | $945,292.95 | -$53,104.21 | -5.32% |
Stephen Cheifetz Kades & Cheifetz LLC | 15,976 | $556,288.43 | $664,841.24 | $108,552.81 | 19.51% |
Michael Snyder Beaumont Financial Advisors LLC | 6,992 | $247,447.13 | $294,782.72 | $47,335.59 | 19.13% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 13,708 | $514,382.15 | $570,938.2 | $56,556.05 | 10.99% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 5,284 | $233,493.24 | $222,879.12 | -$10,614.12 | -4.55% |
Christopher Casanega Sharper & Granite LLC | 34,129 | $1.24M | $1.42M | $176,243.96 | 14.16% |
Jeffrey D. Munjack JDM Financial Group LLC | 494 | $21,616.46 | $20,822.1 | -$794.36 | -3.67% |
| BG Becki Goebel TCP Asset Management LLC | 41,159 | $1.89M | $1.74M | -$153,100.25 | -8.11% |
| BP Brett Pohl Kingdom Financial Group LLC | 7,179 | $306,756.04 | $303,025.59 | -$3,730.45 | -1.22% |