| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 32,109 | $2.36M | $2.49M | $131,324.4 | 5.57% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 340,171 | $20.55M | $26.88M | $6.33M | 30.78% |
Daniel Ronan Catalyst Financial Partners LLC | 7,597 | $442,818.89 | $598,757.55 | $155,938.66 | 35.21% |
Amanda Hawley Atria Wealth Solutions Inc. | 292,635 | $15.1M | $23M | $7.89M | 52.26% |
| LV Leah Vaden Redwood Financial Network Corp. | 8,183 | $427,610.44 | $648,052.68 | $220,442.24 | 51.55% |
Angela Cox W Advisors LLC | 9,697 | $484,753.03 | $767,710.52 | $282,957.49 | 58.37% |
Kevin Zemann WealthPlan Investment Management LLC | 236,634 | $15.95M | $18.6M | $2.65M | 16.61% |
Benjamin Cauley Carr Financial Group Corp. | 101,447 | $6.68M | $8.03M | $1.36M | 20.33% |
Michael Stulic Astoria Portfolio Advisors LLC | 12,526 | $773,921.08 | $987,111.43 | $213,190.35 | 27.55% |
David W. Chenet Presidio Capital Management LLC | 393,622 | $27.49M | $30.91M | $3.42M | 12.44% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,558 | $306,480.52 | $436,942.17 | $130,461.65 | 42.57% |
Lori Fernicola Castle Wealth Management LLC | 5,051 | $263,523.17 | $400,140.22 | $136,617.05 | 51.84% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 658,931 | $34.31M | $51.9M | $17.59M | 51.25% |
Jeffrey Jones Cypress Financial Planning LLC | 243,711 | $14.57M | $19.17M | $4.6M | 31.59% |
CJ Harrison DecisionPoint Financial LLC | 108 | $7,508.51 | $8,487.72 | $979.21 | 13.04% |
Amna Ali Khan GDS Wealth Management | 4,255 | $238,207.84 | $336,208.82 | $98,000.98 | 41.14% |
Elizabeth Barrett Sterling Wealth Advisors Inc. | 30,897 | $1.9M | $2.43M | $535,568.98 | 28.26% |
| AIA Acute Investment Advisory LLC Acute Investment Advisory LLC | 3,058 | $197,612.68 | $241,184.46 | $43,571.78 | 22.05% |
Mariana Coli Dunhill Financial LLC | 1,163 | $76,970.73 | $91,400.17 | $14,429.44 | 18.75% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 977 | $67,823 | $76,919.21 | $9,096.21 | 13.41% |