| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 98,416 | $9.85M | $13.13M | $3.28M | 33.32% |
Adam Grossman Mayport LLC | 20,328 | $1.73M | $2.71M | $980,989.82 | 56.65% |
Mark Astrinos Libra Wealth LLC | 53,524 | $3.67M | $7.14M | $3.47M | 94.38% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,524 | $354,698.06 | $471,194.04 | $116,495.98 | 32.84% |
Christopher Warner WARNER FINANCIAL Inc. | 3,170 | $365,359.08 | $423,004.8 | $57,645.72 | 15.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,479 | $271,797.56 | $332,074.44 | $60,276.88 | 22.18% |
| SM Sean Murray Quantum Financial Advisors LLC | 3,323 | $348,480.07 | $444,534.32 | $96,054.25 | 27.56% |
Benjamin Cauley Carr Financial Group Corp. | 1,962 | $220,287 | $262,466.55 | $42,179.55 | 19.15% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,146 | $329,756.55 | $552,288.66 | $222,532.11 | 67.48% |
Brook Hart Presilium Private Wealth LLC | 8,774 | $684,055.34 | $1.18M | $491,046.48 | 71.78% |
Albert Moore First National Advisers LLC | 2,460 | $291,066.9 | $329,467.8 | $38,400.9 | 13.19% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 5,608 | $463,947.74 | $751,219.64 | $287,271.9 | 61.92% |
Mariana Coli Dunhill Financial LLC | 2,187 | $222,293.67 | $292,959.58 | $70,665.91 | 31.79% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 92 | $11,159 | $12,321.56 | $1,162.56 | 10.42% |
Lukas Lindgren Abound Wealth Management | 875 | $77,315.66 | $116,996.25 | $39,680.59 | 51.32% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,960 | $351,510.51 | $390,083.6 | $38,573.09 | 10.97% |
| VL Victoria Latham Fiduciary Alliance LLC | 2,012 | $220,738.75 | $269,517.46 | $48,778.71 | 22.1% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 3,521 | $316,303.01 | $471,655.55 | $155,352.54 | 49.12% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 8,402 | $630,543.77 | $1.13M | $494,946.14 | 78.5% |
Belena Vincetti Fortis Capital Advisors LLC | 2,935 | $329,512 | $392,996.5 | $63,484.5 | 19.27% |