| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 8,818 | $939,594.58 | $1.29M | $347,348.43 | 36.97% |
Owen Schrum Schrum Private Wealth Management LLC | 6,449 | $751,853.08 | $950,840.56 | $198,987.48 | 26.47% |
Thomas Mason Mason & Associates Inc. | 22,997 | $2.46M | $3.38M | $928,135.76 | 37.79% |
Samuel Miller Kraft, Davis & Associates LLC | 3,531 | $296,438.44 | $519,904.44 | $223,466 | 75.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,309 | $1.72M | $3.29M | $1.57M | 91.14% |
Lincoln Bach Delap Wealth Advisory LLC | 1,969 | $226,789.74 | $289,413.46 | $62,623.72 | 27.61% |
Tu Tran Crosspoint Financial LLC | 3,454 | $490,110 | $502,591.54 | $12,481.54 | 2.55% |
Edward Lowndes Angeles Wealth Management LLC | 3,591 | $491,438.99 | $524,088.49 | $32,649.5 | 6.64% |
| TL Tradewinds LLC Tradewinds LLC | 844 | $119,755.16 | $123,941.4 | $4,186.24 | 3.5% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 12,923 | $1.09M | $1.9M | $812,416.02 | 74.61% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 71,424 | $9.91M | $10.49M | $581,556.89 | 5.87% |
David Hunter Horizons Wealth Management | 4 | $585.48 | $588.62 | $3.14 | 0.54% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 2,010 | $285,199 | $294,465 | $9,266 | 3.25% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 2,044 | $250,101.25 | $300,917.68 | $50,816.43 | 20.32% |
Lukas Lindgren Abound Wealth Management | 2,181 | $273,079.68 | $321,588.45 | $48,508.77 | 17.76% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,391 | $273,177.96 | $348,332.83 | $75,154.87 | 27.51% |
Jill Grimes Centurion Wealth Management LLC | 172,808 | $18.02M | $25.31M | $7.29M | 40.46% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,042 | $155,457.46 | $297,519.4 | $142,061.94 | 91.38% |
Bert D. Barre Colonial Trust Co. / SC | 874 | $77,129.12 | $128,709.61 | $51,580.49 | 66.88% |
Bridget Davis Cedar Point Capital Partners LLC | 32,204 | $3.3M | $4.74M | $1.44M | 43.49% |