| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 51,814 | $1.3M | $2.11M | $817,783.91 | 63.06% |
Kelly Kaczmarczyk Dravo Bay LLC | 119,393 | $3.55M | $4.91M | $1.36M | 38.48% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 6,132 | $221,916.71 | $251,473.32 | $29,556.61 | 13.32% |
| FCI Family CFO Inc Family CFO Inc | 17,336 | $510,177.33 | $714,243.2 | $204,065.87 | 40% |
Allison Tronnes Forum Financial Management LP | 28,812 | $746,080.54 | $1.18M | $429,737.18 | 57.6% |
Michael Byun SageView Advisory Group LLC | 6,719 | $190,973.55 | $273,328.92 | $82,355.37 | 43.12% |
Allison Brooke Blake WorthPointe LLC | 7,041 | $300,418.35 | $290,793.3 | -$9,625.05 | -3.2% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 52,755 | $1.56M | $2.16M | $601,475.87 | 38.66% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 15,941 | $508,537.12 | $649,595.75 | $141,058.63 | 27.74% |
Edward Lowndes Angeles Wealth Management LLC | 933 | $33,382.74 | $37,954.44 | $4,571.7 | 13.69% |
Vito Collacuro Sutton Place Investors LLC | 9,695 | $264,846.79 | $397,543.47 | $132,696.68 | 50.1% |
Jeffrey Jones Cypress Financial Planning LLC | 8,523 | $287,566.02 | $351,488.52 | $63,922.5 | 22.23% |
CJ Harrison DecisionPoint Financial LLC | 1,844 | $55,272.34 | $76,157.2 | $20,884.86 | 37.79% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 112 | $3,787.81 | $4,555.04 | $767.23 | 20.26% |
Vyoma Patel Strata Wealth Advisors LLC | 455,010 | $13.16M | $18.75M | $5.59M | 42.45% |
Mariana Coli Dunhill Financial LLC | 158 | $4,738 | $6,525.4 | $1,787.4 | 37.72% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 184 | $6,218.19 | $7,477.76 | $1,259.57 | 20.26% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 12,814 | $435,318.68 | $522,618.99 | $87,300.31 | 20.05% |
Christopher D. Rich EnRich Financial Partners LLC | 32,776 | $827,249.02 | $1.35M | $521,975.02 | 63.1% |
Kellie Borror Daner Wealth Management LLC | 13,635 | $407,030.13 | $561,966.52 | $154,936.39 | 38.07% |