| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Millstone Evans Group LLC Millstone Evans Group LLC | 3,570 | $416,044.75 | $427,221.9 | $11,177.15 | 2.69% |
| MHF Mission Hills Financial Advisory LLC Mission Hills Financial Advisory LLC | 24,471 | $2.54M | $2.89M | $348,595.81 | 13.7% |
Jefferson H. West Legacy Investment Solutions LLC | 28 | $2,805.32 | $3,250.52 | $445.2 | 15.87% |
Heather Scully NWF Advisory Services Inc. | 4,593 | $444,290.61 | $533,201.35 | $88,910.74 | 20.01% |
Founders Grove Wealth Partners LLC Founders Grove Wealth Partners LLC | 18,147 | $2.03M | $2.11M | $79,383.82 | 3.92% |
Stephen Davis Fairvoy Private Wealth LLC | 41,187 | $4.52M | $4.78M | $259,337.86 | 5.73% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 6,990 | $800,106.14 | $826,218 | $26,111.86 | 3.26% |
Jason D. Finley Finley Financial LLC | 1,040 | $118,185.6 | $120,733.6 | $2,548 | 2.16% |
VestGen Advisors LLC VestGen Advisors LLC | 5,029 | $581,593.22 | $601,820.43 | $20,227.21 | 3.48% |
Allyson Mickool Florida Financial Advisors LLC | 2,471 | $295,289.92 | $296,050.51 | $760.59 | 0.26% |
Scott Arwin Ring Mountain Capital LLC | 23,676 | $2.84M | $2.83M | -$3,788.16 | -0.13% |
Elizabeth Arce Sovran Advisors LLC | 4,565 | $451,888.69 | $529,950.83 | $78,062.14 | 17.27% |
Bradley Wilson Crews Bank & Trust | 20,074 | $2.25M | $2.33M | $78,256.05 | 3.47% |
| TM Terry McHugh McHugh Group LLC | 6,950 | $779,630.15 | $806,825.47 | $27,195.32 | 3.49% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 1,910 | $228,073 | $228,569.7 | $496.7 | 0.22% |
George Hall II One8Zero8 LLC | 30 | $3,518 | $3,594.3 | $76.3 | 2.17% |
| IAL IFC Advisors LLC IFC Advisors LLC | 4,087 | $458,569.96 | $474,459.81 | $15,889.85 | 3.47% |
| TS Thomas Stadum Fjell Capital LLC | 6,165 | $705,242.69 | $715,694.83 | $10,452.14 | 1.48% |
| AFI Atala Financial Inc. Atala Financial Inc. | 4,135 | $495,455.7 | $480,032.13 | -$15,423.57 | -3.11% |
Samira Kadam Synergy Investment Management LLC | 438 | $47,732.3 | $51,771.6 | $4,039.3 | 8.46% |