| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 13,858 | $622,892.78 | $776,533.03 | $153,640.25 | 24.67% |
Daniel Bennett APS Management Group Inc. | 28,087 | $1.35M | $1.59M | $239,593.18 | 17.72% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 5,432 | $205,790.78 | $306,609.24 | $100,818.46 | 48.99% |
Samuel Miller Kraft, Davis & Associates LLC | 92,056 | $4.23M | $5.23M | $1M | 23.7% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 5,293 | $187,795.64 | $296,830.91 | $109,035.27 | 58.06% |
Adam Grossman Mayport LLC | 7,681 | $405,493.7 | $436,050.37 | $30,556.67 | 7.54% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 782,473 | $33.74M | $44.14M | $10.4M | 30.82% |
Scott Williams Investmark Advisory Group LLC | 85,097 | $2.72M | $4.83M | $2.11M | 77.73% |
Michael Topley Lansing Street Advisors | 10,110 | $546,142.2 | $573,793.05 | $27,650.85 | 5.06% |
Lincoln Bach Delap Wealth Advisory LLC | 63,865 | $2.3M | $3.61M | $1.31M | 57.15% |
Edward Lowndes Angeles Wealth Management LLC | 4,594 | $244,901.8 | $259,170.51 | $14,268.71 | 5.83% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 6,697 | $200,777.54 | $375,232.91 | $174,455.37 | 86.89% |
Vito Collacuro Sutton Place Investors LLC | 24,173 | $822,961.53 | $1.37M | $549,097.95 | 66.72% |
| TL Tradewinds LLC Tradewinds LLC | 1,108 | $59,854.16 | $62,845.76 | $2,991.6 | 5% |
Rosemarie Ranzie Stage Harbor Financial LLC | 25,914 | $1.34M | $1.45M | $114,497.19 | 8.56% |
Adam Schwallier Schwallier Wealth Management LLC | 123,268 | $6.66M | $6.91M | $247,139.71 | 3.71% |
Lori Fernicola Castle Wealth Management LLC | 94,801 | $4.42M | $5.39M | $963,765.44 | 21.8% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 225 | $11,243.98 | $12,687.75 | $1,443.77 | 12.84% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 74,583 | $3.94M | $4.18M | $242,756.88 | 6.17% |
CJ Harrison DecisionPoint Financial LLC | 1,650 | $63,002.55 | $92,647.5 | $29,644.95 | 47.05% |