| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,034 | $208,078 | $187,372.08 | -$20,705.92 | -9.95% |
Candice Gilman Sofi Wealth LLC | 196 | $12,375.44 | $18,565.12 | $6,189.68 | 50.02% |
Christopher M. Marks Sterling Investment Counsel LLC | 93,707 | $5.47M | $8.63M | $3.16M | 57.84% |
Timothy Gerlach Novem Group | 8,193 | $465,047.95 | $754,739.16 | $289,691.21 | 62.29% |
Daniel Ronan Catalyst Financial Partners LLC | 19,509 | $1.62M | $1.8M | $181,305.97 | 11.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 37,944 | $2.18M | $3.5M | $1.31M | 60.11% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,975 | $304,342.5 | $281,792 | -$22,550.5 | -7.41% |
Jeffrey Gilbert Balboa Wealth Partners | 2,054 | $210,124.2 | $194,554.88 | -$15,569.32 | -7.41% |
Edward Lowndes Angeles Wealth Management LLC | 3,382 | $292,621.06 | $311,549.84 | $18,928.78 | 6.47% |
Angela Cox W Advisors LLC | 11,098 | $633,996.9 | $1.02M | $388,350.86 | 61.25% |
Kevin Zemann WealthPlan Investment Management LLC | 6,008 | $379,345.12 | $553,456.96 | $174,111.84 | 45.9% |
Benjamin Cauley Carr Financial Group Corp. | 288,311 | $18.05M | $26.56M | $8.51M | 47.14% |
| TL Tradewinds LLC Tradewinds LLC | 6,718 | $687,251.4 | $653,594.22 | -$33,657.18 | -4.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,954 | $619,825.39 | $824,842.48 | $205,017.09 | 33.08% |
John DeMarco Trajan Wealth LLC | 22,504 | $1.33M | $2.18M | $846,222.06 | 63.49% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 23,646 | $1.32M | $2.18M | $862,131.25 | 65.5% |
CJ Harrison DecisionPoint Financial LLC | 69 | $4,701 | $6,356.28 | $1,655.28 | 35.21% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 4,400 | $383,100.6 | $416,768 | $33,667.4 | 8.79% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 63,292 | $4.34M | $6.16M | $1.81M | 41.73% |
Rachel Faulk Cape Investment Advisory Inc. | 291 | $29,769 | $26,806.92 | -$2,962.08 | -9.95% |