| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 93,881 | $7.72M | $9.82M | $2.1M | 27.21% |
Allison Tronnes Forum Financial Management LP | 26,828 | $1.9M | $2.81M | $905,961.49 | 47.65% |
Michael O'Connor Capasso Planning Partners LLC | 31,059 | $1.91M | $3.45M | $1.54M | 80.79% |
| EM Erin Mccann Simplicity Wealth LLC | 66,237 | $5.36M | $7.17M | $1.8M | 33.63% |
Michael Byun SageView Advisory Group LLC | 56,253 | $5.78M | $6.17M | $384,887.04 | 6.66% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 856 | $59,697.44 | $89,571.84 | $29,874.4 | 50.04% |
Allison Brooke Blake WorthPointe LLC | 36,877 | $2.99M | $3.86M | $869,777.72 | 29.1% |
Timothy Dempsey DHK Financial Advisors Inc. | 4,376 | $285,381.12 | $457,904.64 | $172,523.52 | 60.45% |
Mark Astrinos Libra Wealth LLC | 147,027 | $10.26M | $15.91M | $5.65M | 55.03% |
Jim Clark Worth Asset Management LLC | 2,013 | $207,439.66 | $210,640.32 | $3,200.66 | 1.54% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,375 | $1.07M | $1.61M | $536,587.5 | 50.04% |
Lincoln Bach Delap Wealth Advisory LLC | 140,608 | $9.69M | $14.71M | $5.02M | 51.79% |
Jeffrey Gilbert Balboa Wealth Partners | 23,061 | $2.18M | $2.53M | $343,678.51 | 15.74% |
Sean Murray Quantum Financial Advisors LLC | 205,867 | $12.45M | $21.54M | $9.09M | 73.03% |
Edward Lowndes Angeles Wealth Management LLC | 2,187 | $203,216.72 | $228,847.68 | $25,630.96 | 12.61% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 5,235 | $345,596.35 | $547,790.4 | $202,194.05 | 58.51% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,810 | $113,106.9 | $189,398.4 | $76,291.5 | 67.45% |
William Cantus Pacific Sage Partners LLC | 9,006 | $689,363.89 | $974,269.08 | $284,905.19 | 41.33% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 295,820 | $29.4M | $30.95M | $1.56M | 5.29% |
Jeffrey Jones Cypress Financial Planning LLC | 7,695 | $792,969.77 | $805,204.8 | $12,235.03 | 1.54% |