| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 1,579 | $143,315.64 | $216,496.69 | $73,181.05 | 51.06% |
John Gorlow Cardiff Park Advisors LLC | 2,026 | $178,653.08 | $278,514.22 | $99,861.14 | 55.9% |
| CC Cheung Chan Chemistry Wealth Management LLC | 10,827 | $1.28M | $1.43M | $147,030.7 | 11.47% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 24,636 | $2.03M | $3.25M | $1.22M | 60.13% |
Jay Richards Investment Advisory Group LLC | 2,105 | $249,356.6 | $277,902.11 | $28,545.51 | 11.45% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,315 | $485,097.37 | $701,686.32 | $216,588.95 | 44.65% |
Russell Mohberg Regatta Capital Group LLC | 163,717 | $14.85M | $22.38M | $7.53M | 50.68% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 2,622 | $273,541.42 | $346,156.45 | $72,615.03 | 26.55% |
| FCI Family CFO Inc Family CFO Inc | 9,678 | $770,302.89 | $1.28M | $507,386.71 | 65.87% |
| LWL Leo Wealth LLC Leo Wealth LLC | 692,530 | $78.41M | $91.43M | $13.02M | 16.6% |
William Jollie Quent Capital LLC | 2,522 | $222,035.95 | $345,791.42 | $123,755.47 | 55.74% |
Michael Byun SageView Advisory Group LLC | 100,084 | $10.06M | $13.72M | $3.66M | 36.41% |
Adam Grossman Mayport LLC | 19,942 | $1.7M | $2.73M | $1.04M | 60.96% |
Mark Astrinos Libra Wealth LLC | 53,482 | $3.67M | $7.06M | $3.39M | 92.31% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,964 | $412,889.06 | $523,327.3 | $110,438.24 | 26.75% |
Christopher Warner WARNER FINANCIAL Inc. | 3,170 | $365,359.08 | $418,503.41 | $53,144.33 | 14.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,479 | $271,797.56 | $327,277.59 | $55,480.03 | 20.41% |
Sean Murray Quantum Financial Advisors LLC | 3,323 | $348,480.07 | $438,702.47 | $90,222.4 | 25.89% |
Angela Cox W Advisors LLC | 1,574 | $208,145.78 | $207,799.49 | -$346.29 | -0.17% |
Benjamin Cauley Carr Financial Group Corp. | 2,571 | $300,822.33 | $339,423.43 | $38,601.1 | 12.83% |