| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leanne Menzel Smallwood Wealth Investment Management LLC | 454 | $26,767.84 | $34,581.18 | $7,813.34 | 29.19% |
Adam Grossman Mayport LLC | 5,447 | $480,207.52 | $444,856.49 | -$35,351.03 | -7.36% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 33,248 | $1.64M | $2.53M | $889,021.23 | 54.09% |
Brian Levy West Wealth Group LLC | 32,421 | $2.36M | $2.47M | $108,605.15 | 4.6% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 125,744 | $6.52M | $9.58M | $3.05M | 46.82% |
Candice Gilman Sofi Wealth LLC | 263,368 | $18.56M | $21.51M | $2.95M | 15.88% |
Michael Topley Lansing Street Advisors | 2,977 | $255,494.82 | $226,758.09 | -$28,736.73 | -11.25% |
Mark Fiskio Empirical Asset Management LLC | 5,613 | $251,824.69 | $458,413.71 | $206,589.02 | 82.04% |
Conor Sheridan Sheridan Capital Management LLC | 10,610 | $772,089.57 | $866,518.7 | $94,429.13 | 12.23% |
Timothy Gerlach Novem Group | 17,722 | $914,893.51 | $1.35M | $434,991.23 | 47.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 199,582 | $9.16M | $15.2M | $6.04M | 65.93% |
Edward Lowndes Angeles Wealth Management LLC | 13,334 | $675,523.97 | $1.02M | $340,126.81 | 50.35% |
Angela Cox W Advisors LLC | 5,573 | $383,340.71 | $424,495.41 | $41,154.7 | 10.74% |
Kevin Zemann WealthPlan Investment Management LLC | 3,839 | $240,225.64 | $292,416.63 | $52,190.99 | 21.73% |
Michael Stulic Astoria Portfolio Advisors LLC | 10,417 | $559,690.94 | $793,462.89 | $233,771.95 | 41.77% |
David W. Chenet Presidio Capital Management LLC | 7,467 | $475,388.34 | $568,761.39 | $93,373.05 | 19.64% |
| TL Tradewinds LLC Tradewinds LLC | 4,545 | $343,192.95 | $373,962.6 | $30,769.65 | 8.97% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,105 | $38,222.03 | $84,167.85 | $45,945.82 | 120.21% |
Brad Saenz Coastwise Capital Group LLC | 3,700 | $300,329 | $281,829 | -$18,500 | -6.16% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 707 | $57,387.19 | $53,852.19 | -$3,535 | -6.16% |