| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 77,245 | $7.9M | $7.22M | -$686,383.62 | -8.69% |
Jeremy Baltz Raleigh Capital Management Inc. | 40 | $2,609.45 | $3,695.2 | $1,085.75 | 41.61% |
| LWL Leo Wealth LLC Leo Wealth LLC | 156,642 | $12.32M | $14.5M | $2.18M | 17.7% |
William Jollie Quent Capital LLC | 55,891 | $2.8M | $5.26M | $2.46M | 87.77% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 7,683 | $531,815.96 | $713,520.21 | $181,704.25 | 34.17% |
Dalila Toledo Ascent Group LLC | 14,415 | $795,444.23 | $1.33M | $536,285.54 | 67.42% |
| EM Erin Mccann Simplicity Wealth LLC | 5,437 | $556,205.1 | $509,011.94 | -$47,193.16 | -8.48% |
Patrick O'Connell Security Financial Services Inc. | 15,911 | $1.13M | $1.48M | $352,302.03 | 31.26% |
Joseph J. Costigan apricus wealth LLC | 3,080 | $225,039.2 | $287,702.8 | $62,663.6 | 27.85% |
Michael Byun SageView Advisory Group LLC | 49,172 | $2.81M | $4.55M | $1.74M | 62.17% |
Samuel Miller Kraft, Davis & Associates LLC | 76,207 | $4.06M | $7.11M | $3.04M | 74.89% |
Kristen Williams Athena Investment Management | 4,940 | $237,654.54 | $461,643 | $223,988.46 | 94.25% |
Luther Hartwell Hodges Waycross Investment Management Co. | 20,183 | $2.05M | $1.88M | -$169,691.94 | -8.28% |
Brian Levy West Wealth Group LLC | 9,056 | $502,155.2 | $842,932.48 | $340,777.28 | 67.86% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,432 | $247,511.91 | $225,519.36 | -$21,992.55 | -8.89% |
Candice Gilman Sofi Wealth LLC | 196 | $12,375.44 | $18,347.56 | $5,972.12 | 48.26% |
Christopher M. Marks Sterling Investment Counsel LLC | 93,707 | $5.47M | $8.72M | $3.25M | 59.39% |
Timothy Gerlach Novem Group | 8,193 | $465,047.95 | $759,654.96 | $294,607.01 | 63.35% |
Daniel Ronan Catalyst Financial Partners LLC | 19,509 | $1.62M | $1.81M | $194,767.18 | 12.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 37,944 | $2.18M | $3.57M | $1.39M | 63.48% |