| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 5,467 | $310,129.43 | $331,573.55 | $21,444.12 | 6.91% |
William Jollie Quent Capital LLC | 53 | $3,273.28 | $3,144.49 | -$128.79 | -3.93% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 15,819 | $579,830.38 | $959,422.35 | $379,591.97 | 65.47% |
Dalila Toledo Ascent Group LLC | 24,391 | $857,907.04 | $1.48M | $621,407.11 | 72.43% |
| EM Erin Mccann Simplicity Wealth LLC | 3,716 | $229,500.16 | $218,240.68 | -$11,259.48 | -4.91% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,395 | $209,675.2 | $205,906.75 | -$3,768.45 | -1.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,612 | $264,114.15 | $401,017.8 | $136,903.65 | 51.84% |
| ECP Epacria Capital Partners LLC Epacria Capital Partners LLC | 290,381 | $11.24M | $16.57M | $5.33M | 47.47% |
Eric Dahm Range Financial Group LLC | 43,725 | $1.67M | $2.65M | $981,220.12 | 58.73% |
Gary M. Coon Finer Wealth Management Inc. | 16,350 | $650,522.57 | $991,627.5 | $341,104.93 | 52.44% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 28 | $1,326 | $1,698.2 | $372.2 | 28.07% |
Nolan Baker Retirement Guys Formula LLC | 21,910 | $1.29M | $1.33M | $40,999.56 | 3.18% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 59,610 | $2.53M | $3.52M | $995,968.64 | 39.39% |
| JG John Ginter Callan Family Office LLC | 66,659 | $3.48M | $3.8M | $323,765.83 | 9.31% |
Rodrigo Diaz Plan Group Financial LLC | 16,000 | $661,920 | $970,400 | $308,480 | 46.6% |
Anu Prabhu Altrius Capital Management Inc. | 174,404 | $6.35M | $10M | $3.65M | 57.5% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 3,870 | $226,278.9 | $234,715.5 | $8,436.6 | 3.73% |
Amna Ali Khan GDS Wealth Management | 3,441 | $212,516.16 | $197,341.35 | -$15,174.81 | -7.14% |
Samuel Pressley Ridgepath Capital Management LLC | 7,103 | $280,853.48 | $402,740.1 | $121,886.62 | 43.4% |
Rachel Faulk Cape Investment Advisory Inc. | 3,174 | $196,019 | $188,122.98 | -$7,896.02 | -4.03% |