| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 14,387 | $792,579.83 | $1.34M | $547,856.96 | 69.12% |
| PO Patrick O'Connell Security Financial Services Inc. | 33,017 | $2.28M | $3.17M | $886,052.34 | 38.83% |
Joseph J. Costigan apricus wealth LLC | 3,040 | $220,947.2 | $282,324.8 | $61,377.6 | 27.78% |
Michael Byun SageView Advisory Group LLC | 47,516 | $2.67M | $4.43M | $1.75M | 65.54% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 76,207 | $4.06M | $7.08M | $3.01M | 74.2% |
Kristen Williams Athena Investment Management | 4,940 | $237,654.54 | $458,777.8 | $221,123.26 | 93.04% |
Luther Hartwell Hodges Waycross Investment Management Co. | 15,154 | $1.55M | $1.39M | -$156,616.39 | -10.1% |
Brian Levy West Wealth Group LLC | 9,481 | $525,721.45 | $883,344.77 | $357,623.32 | 68.03% |
Candice Gilman Sofi Wealth LLC | 311 | $19,636.54 | $28,975.87 | $9,339.33 | 47.56% |
Christopher M. Marks Sterling Investment Counsel LLC | 93,313 | $5.43M | $8.69M | $3.26M | 60.08% |
| TG Timothy Gerlach Novem Group | 8,790 | $498,153.22 | $818,612.7 | $320,459.48 | 64.33% |
Daniel Ronan Catalyst Financial Partners LLC | 8,875 | $528,004.75 | $829,812.5 | $301,807.75 | 57.16% |
Amanda Hawley Atria Wealth Solutions Inc. | 37,944 | $2.18M | $3.54M | $1.36M | 62.37% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,930 | $144,081.46 | $180,455 | $36,373.54 | 25.25% |
Angela Cox W Advisors LLC | 11,098 | $633,996.9 | $1.04M | $403,666.1 | 63.67% |
Kevin Zemann WealthPlan Investment Management LLC | 6,583 | $415,650.62 | $615,510.5 | $199,859.88 | 48.08% |
Benjamin Cauley Carr Financial Group Corp. | 329,746 | $20.44M | $30.83M | $10.4M | 50.87% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,954 | $619,825.39 | $830,125.34 | $210,299.95 | 33.93% |
John DeMarco Trajan Wealth LLC | 26,120 | $1.54M | $2.44M | $901,206.84 | 58.48% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 23,490 | $1.3M | $2.19M | $894,255.99 | 68.78% |