| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL James Langer Redmont Wealth Advisors LLC | 6,287 | $471,336.39 | $587,865.93 | $116,529.54 | 24.72% |
| SH Suzanne Hammer 5th Street Advisors LLC | 39,355 | $3.32M | $3.68M | $356,753.07 | 10.74% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,420 | $626,544.8 | $681,823.8 | $55,279 | 8.82% |
| MC mike Chen Byrne Asset Management LLC | 2,124 | $128,055.96 | $195,174.36 | $67,118.4 | 52.41% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 221,248 | $15.47M | $20.4M | $4.93M | 31.85% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 26,132 | $1.8M | $2.41M | $613,374.03 | 34.16% |
Dalila Toledo Ascent Group LLC | 71,482 | $5.92M | $6.57M | $644,754.21 | 10.89% |
Michael Byun SageView Advisory Group LLC | 17,027 | $1.37M | $1.56M | $189,083.81 | 13.75% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 20,222 | $1.41M | $1.89M | $471,927.93 | 33.36% |
Christopher M. Marks Sterling Investment Counsel LLC | 6,250 | $527,750 | $574,031.25 | $46,281.25 | 8.77% |
Mark Fiskio Empirical Asset Management LLC | 5,487 | $375,643.55 | $503,953.51 | $128,309.96 | 34.16% |
Jim Clark Worth Asset Management LLC | 4,520 | $363,370.22 | $415,139.4 | $51,769.18 | 14.25% |
| EL Edward Lowndes Angeles Wealth Management LLC | 341,655 | $24.78M | $31.42M | $6.64M | 26.81% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,485 | $685,079.75 | $780,280.6 | $95,200.85 | 13.9% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 67 | $4,279.28 | $6,167.35 | $1,888.07 | 44.12% |
Mariana Coli Dunhill Financial LLC | 1,405 | $116,538.61 | $129,330.25 | $12,791.64 | 10.98% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 197 | $15,906 | $18,114.15 | $2,208.15 | 13.88% |
| DP Drew Phillips Fortitude Family Office LLC | 25 | $2,018.51 | $2,302.25 | $283.74 | 14.06% |
Bert D. Barre Colonial Trust Co. / SC | 4,529 | $246,395.21 | $417,075.61 | $170,680.4 | 69.27% |
| RDL Rodrigo De La Garza Summa Corp. | 3,265 | $275,697 | $300,543.25 | $24,846.25 | 9.01% |