| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFG Birch Financial Group LLC Birch Financial Group LLC | 2,631 | $869,077.48 | $1.5M | $632,776.25 | 72.81% |
M. Michael Tafazoli CHFC Integrated Financial Solutions Inc. | 11,272 | $5.92M | $6.43M | $517,434.11 | 8.74% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 22 | $14,824 | $12,558.26 | -$2,265.74 | -15.28% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 8,000 | $5.75M | $4.56M | -$1.18M | -20.6% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 754 | $505,879.26 | $430,149.46 | -$75,729.8 | -14.97% |
Jon Borer Capitolis Liquid Global Markets LLC | 118,273 | $48.29M | $67.47M | $19.18M | 39.71% |
Adam Weisner Sherman Porfolios LLC | 1,212 | $674,224.11 | $691,845.96 | $17,621.85 | 2.61% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 24 | $9,552 | $13,699.92 | $4,147.92 | 43.42% |
Eric C. Jansen Finivi Inc. | 684 | $223,725.43 | $390,215.16 | $166,489.73 | 74.42% |