| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 51,814 | $1.3M | $2.17M | $874,261.17 | 67.42% |
Kelly Kaczmarczyk Dravo Bay LLC | 119,393 | $3.55M | $4.91M | $1.37M | 38.53% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 6,132 | $221,916.71 | $256,930.8 | $35,014.09 | 15.78% |
| FCI Family CFO Inc Family CFO Inc | 17,336 | $510,177.33 | $688,412.56 | $178,235.23 | 34.94% |
Allison Tronnes Forum Financial Management LP | 28,812 | $746,080.54 | $1.14M | $398,043.98 | 53.35% |
Michael Byun SageView Advisory Group LLC | 6,719 | $190,973.55 | $276,419.66 | $85,446.11 | 44.74% |
Allison Brooke Blake WorthPointe LLC | 7,041 | $300,418.35 | $279,598.11 | -$20,820.24 | -6.93% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 42,639 | $1.13M | $1.69M | $566,437.01 | 50.27% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 11,873 | $336,054.02 | $471,476.83 | $135,422.81 | 40.3% |
Edward Lowndes Angeles Wealth Management LLC | 933 | $33,382.74 | $37,049.43 | $3,666.69 | 10.98% |
Vito Collacuro Sutton Place Investors LLC | 9,695 | $264,846.79 | $396,913.3 | $132,066.51 | 49.87% |
Jeffrey Jones Cypress Financial Planning LLC | 8,850 | $298,599 | $351,433.5 | $52,834.5 | 17.69% |
CJ Harrison DecisionPoint Financial LLC | 1,844 | $55,272.34 | $76,194.08 | $20,921.74 | 37.85% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 112 | $3,787.81 | $4,690.56 | $902.75 | 23.83% |
Vyoma Patel Strata Wealth Advisors LLC | 455,010 | $13.16M | $18.8M | $5.64M | 42.85% |
Mariana Coli Dunhill Financial LLC | 158 | $4,738 | $6,523.82 | $1,785.82 | 37.69% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 182 | $6,133.6 | $7,227.22 | $1,093.62 | 17.83% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 12,814 | $435,318.68 | $508,843.94 | $73,525.26 | 16.89% |
Christopher D. Rich EnRich Financial Partners LLC | 32,776 | $827,249.02 | $1.3M | $474,285.94 | 57.33% |
Kellie Borror Daner Wealth Management LLC | 13,635 | $407,030.13 | $571,306.5 | $164,276.37 | 40.36% |