| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle McCarthy Vantage Financial Partners LLC | 4,918 | $198,734.62 | $218,113.3 | $19,378.68 | 9.75% |
Paul Elam Oak Harbor Wealth Partners LLC | 640 | $24,224 | $27,942.4 | $3,718.4 | 15.35% |
William Jollie Quent Capital LLC | 702 | $31,639.14 | $30,614.22 | -$1,024.92 | -3.24% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 9,591 | $439,711.97 | $424,977.21 | -$14,734.76 | -3.35% |
Marc H. Stone Tyler-Stone Wealth Management | 64,410 | $2.44M | $2.86M | $415,369.8 | 17.01% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 77,875 | $2.74M | $3.45M | $710,394.92 | 25.9% |
Missy Straw Nilsine Partners LLC | 5,994 | $227,414.49 | $265,833.9 | $38,419.41 | 16.89% |
Dalila Toledo Ascent Group LLC | 5,245 | $227,933.13 | $232,615.75 | $4,682.62 | 2.05% |
| EM Erin Mccann Simplicity Wealth LLC | 96,885 | $4.23M | $4.23M | -$4,284.19 | -0.1% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 6,916 | $261,761.81 | $306,724.6 | $44,962.79 | 17.18% |
| KB Kimberly Byrne Bill Few Associates Inc. | 5,193 | $229,560.41 | $230,309.55 | $749.14 | 0.33% |
Daniel Bennett APS Management Group Inc. | 9,235 | $402,682.94 | $409,572.25 | $6,889.31 | 1.71% |
Nichole Raftopoulos Nvest Financial LLC | 29,120 | $1.03M | $1.29M | $262,726.62 | 25.54% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 9,848 | $374,316.8 | $436,758.8 | $62,442 | 16.68% |
Dan Mohr Retireful LLC | 45,467 | $1.94M | $2.02M | $75,475.22 | 3.89% |
Samuel Miller Kraft, Davis & Associates LLC | 5,968 | $213,586.17 | $264,680.8 | $51,094.63 | 23.92% |
Luther Hartwell Hodges Waycross Investment Management Co. | 148,143 | $5.3M | $6.57M | $1.27M | 23.95% |
| DW Darren Woolson Asset Allocation Strategies LLC | 34,720 | $1.11M | $1.53M | $421,911.85 | 37.94% |
| CMD Chris M. Denholm Objective Capital Management LLC | 17,651 | $605,115.13 | $782,821.85 | $177,706.72 | 29.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 186,472 | $6.59M | $8.27M | $1.68M | 25.41% |