| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 42,783 | $1.8M | $2.74M | $937,109.16 | 51.92% |
Joel A. Schreiber SFI Advisors LLC | 16,899 | $652,977.36 | $1.07M | $418,334.74 | 64.07% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 9,634 | $513,560.22 | $610,313.9 | $96,753.68 | 18.84% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,450 | $49,242 | $90,828 | $41,586 | 84.45% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 8,263 | $410,126.41 | $516,685.39 | $106,558.98 | 25.98% |
Patrick O'Connell Security Financial Services Inc. | 58,789 | $3.3M | $3.69M | $385,249.9 | 11.67% |
Daniel Bennett APS Management Group Inc. | 13,652 | $698,346.21 | $856,116.92 | $157,770.71 | 22.59% |
Brian Clay Clay Northam Wealth Management LLC | 10,403 | $601,275.03 | $666,936.33 | $65,661.3 | 10.92% |
Mark Vicencio Lowery Thomas LLC | 14,017 | $477,322.61 | $889,658.99 | $412,336.38 | 86.39% |
Allison Brooke Blake WorthPointe LLC | 4,525 | $230,141.5 | $289,238 | $59,096.5 | 25.68% |
Jaimie Palmer Beacon Capital Management LLC | 6,497 | $426,268.17 | $411,584.95 | -$14,683.22 | -3.44% |
Timothy Gerlach Novem Group | 85,194 | $3.37M | $5.31M | $1.93M | 57.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,595 | $1.07M | $1.96M | $890,391.54 | 83.18% |
Matthew Heller Willner & Heller LLC | 10,887 | $402,734.85 | $685,554.39 | $282,819.54 | 70.22% |
Eric Dahm Range Financial Group LLC | 3,606 | $236,589.66 | $226,060.14 | -$10,529.52 | -4.45% |
Craig Johnsen Fortitude Advisory Group LLC | 3,672 | $240,916.77 | $235,338.47 | -$5,578.3 | -2.32% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 53,521 | $2.16M | $3.41M | $1.25M | 57.67% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 41,902 | $1.89M | $2.67M | $774,927.1 | 40.93% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 11,477 | $440,213.61 | $719,493.13 | $279,279.52 | 63.44% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 125,153 | $5.3M | $7.94M | $2.64M | 49.74% |