| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 6,160 | $243,443.2 | $282,189.6 | $38,746.4 | 15.92% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 56,753 | $2.2M | $2.6M | $396,740.48 | 18.01% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 31,603 | $1.53M | $1.44M | -$87,831.28 | -5.75% |
William Reid Culp III TAGStone Capital Inc. | 17,629 | $729,652.47 | $813,137.62 | $83,485.15 | 11.44% |
Jeffrey Hanson Breakwater Capital Group | 140,087 | $5.52M | $6.37M | $844,901.53 | 15.3% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 125,141 | $5.2M | $5.71M | $512,340.61 | 9.85% |
Kevin M. Fox Fox Financial, Inc | 6,320 | $251,553.75 | $286,675.2 | $35,121.45 | 13.96% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 12,317 | $491,202.05 | $563,317.99 | $72,115.94 | 14.68% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 5,213 | $215,374.29 | $237,790.99 | $22,416.7 | 10.41% |
Rossby Financial LLC Rossby Financial LLC | 4,638 | $196,453.43 | $212,466.78 | $16,013.35 | 8.15% |
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 5,580 | $236,320.9 | $257,349.6 | $21,028.7 | 8.9% |
Rydar Equities Inc. Rydar Equities Inc. | 458 | $20,857 | $20,651.22 | -$205.78 | -0.99% |