| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 35,836 | $3.22M | $3.57M | $349,401 | 10.85% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 6,210 | $557,968.5 | $618,516 | $60,547.5 | 10.85% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 3,312 | $214,131.54 | $304,140.96 | $90,009.42 | 42.03% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 146,871 | $9.21M | $13.49M | $4.28M | 46.51% |
Missy Straw Nilsine Partners LLC | 4,837 | $289,980.59 | $444,181.71 | $154,201.12 | 53.18% |
| EM Erin Mccann Simplicity Wealth LLC | 9,241 | $618,927.67 | $848,601.03 | $229,673.36 | 37.11% |
Daniel Bennett APS Management Group Inc. | 10,722 | $832,255.59 | $984,601.26 | $152,345.67 | 18.31% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,366 | $253,818.01 | $309,099.78 | $55,281.77 | 21.78% |
Thomas Mason Mason & Associates Inc. | 6,256 | $334,851.04 | $574,488.48 | $239,637.44 | 71.57% |
Jason Matthews Kfg Wealth Management LLC | 9,877 | $589,989.43 | $907,004.91 | $317,015.48 | 53.73% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 385 | $24,255 | $35,354.55 | $11,099.55 | 45.76% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 10,867 | $816,432.38 | $997,916.61 | $181,484.23 | 22.23% |
Timothy Dempsey DHK Financial Advisors Inc. | 24,001 | $1.09M | $2.2M | $1.11M | 101.94% |
Molly Crider Walker Asset Management LLC | 4,074 | $303,133.3 | $374,115.42 | $70,982.12 | 23.42% |
Amanda Hawley Atria Wealth Solutions Inc. | 44,216 | $2.48M | $4.06M | $1.58M | 63.72% |
Jeffrey Gilbert Balboa Wealth Partners | 7,872 | $501,132.87 | $770,275.2 | $269,142.33 | 53.71% |
James M. Perkins Quantum Private Wealth LLC | 5,581 | $288,836.8 | $512,503.23 | $223,666.43 | 77.44% |
Kevin Zemann WealthPlan Investment Management LLC | 14,749 | $1.01M | $1.35M | $347,798.44 | 34.55% |
Michael Stulic Astoria Portfolio Advisors LLC | 12,034 | $945,286.87 | $1.11M | $159,795.35 | 16.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 542 | $32,791.56 | $49,771.86 | $16,980.3 | 51.78% |