| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joel A. Schreiber SFI Advisors LLC | 17,149 | $662,637.36 | $1.03M | $370,932.87 | 55.98% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 6,258 | $292,060.86 | $377,169.66 | $85,108.8 | 29.14% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,450 | $49,242 | $88,624 | $39,382 | 79.98% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 11,164 | $553,406.8 | $664,816.2 | $111,409.4 | 20.13% |
| PO Patrick O'Connell Security Financial Services Inc. | 28,791 | $1.33M | $1.78M | $451,826.63 | 33.92% |
Michael Byun SageView Advisory Group LLC | 2,615 | $133,018 | $155,775.55 | $22,757.55 | 17.11% |
Daniel Bennett APS Management Group Inc. | 18,964 | $960,720.6 | $1.13M | $165,551.36 | 17.23% |
Brian Clay Clay Northam Wealth Management LLC | 5,370 | $273,118.2 | $319,783.5 | $46,665.3 | 17.09% |
Mark Vicencio Lowery Thomas LLC | 13,617 | $451,078.61 | $810,892.35 | $359,813.74 | 79.77% |
Allison Brooke Blake WorthPointe LLC | 4,525 | $230,141.5 | $269,509 | $39,367.5 | 17.11% |
| TG Timothy Gerlach Novem Group | 81,931 | $3.16M | $4.88M | $1.72M | 54.42% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,595 | $1.07M | $1.83M | $761,280.64 | 71.12% |
Matthew Heller Willner & Heller LLC | 10,887 | $402,734.85 | $652,621.21 | $249,886.36 | 62.05% |
| ED Eric Dahm Range Financial Group LLC | 3,606 | $236,589.66 | $223,427.76 | -$13,161.9 | -5.56% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 51,921 | $2.06M | $3.11M | $1.06M | 51.41% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 43,355 | $1.93M | $2.57M | $641,044.56 | 33.15% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 11,477 | $440,213.61 | $687,988.76 | $247,775.15 | 56.29% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 135,732 | $5.69M | $8.13M | $2.44M | 42.91% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 23,257 | $1.11M | $1.39M | $279,650.76 | 25.14% |
Lukas Lindgren Abound Wealth Management | 110 | $4,001.87 | $6,700.1 | $2,698.23 | 67.42% |