| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 10,845 | $664,250.42 | $748,955.68 | $84,705.26 | 12.75% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,480 | $583,304.4 | $653,740.8 | $70,436.4 | 12.08% |
Matt Shibata Morling Financial Advisors LLC | 150 | $8,593.5 | $10,344 | $1,750.5 | 20.37% |
Arlie W. Green Fortress Wealth Management Inc. | 14,527 | $827,527.57 | $1M | $174,254.35 | 21.06% |
Ryan Gough Perfromance Wealth Partners LLC | 6,438 | $435,401.94 | $442,709.07 | $7,307.13 | 1.68% |
John Gorlow Cardiff Park Advisors LLC | 3,400 | $258,672 | $234,803.99 | -$23,868.01 | -9.23% |
W. Travis McKinney HB Wealth Management LLC | 15,548 | $918,084.68 | $1.07M | $154,105.4 | 16.79% |
Mark Perrault Intergy Private Wealth LLC | 12,470 | $675,115.5 | $859,931.2 | $184,815.7 | 27.38% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 19,709 | $1.21M | $1.36M | $144,664.06 | 11.91% |
Chad Soukup jvl associates LLC | 21,796 | $1.12M | $1.5M | $380,387.28 | 33.88% |
David T. Morgan High Net Worth Advisory Group LLC | 3,800 | $223,174 | $262,048 | $38,874 | 17.42% |
Amanda Hawley Atria Wealth Solutions Inc. | 46,103 | $3.12M | $3.18M | $55,667.49 | 1.78% |
Eric Dahm Range Financial Group LLC | 7,120 | $395,205.69 | $490,995.2 | $95,789.51 | 24.24% |
Craig Johnsen Fortitude Advisory Group LLC | 3,627 | $213,013.71 | $250,117.92 | $37,104.21 | 17.42% |
Lori Fernicola Castle Wealth Management LLC | 3,350 | $207,331.5 | $231,016 | $23,684.5 | 11.42% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 34,632 | $2.34M | $2.39M | $46,063.72 | 1.97% |
David Hunter Horizons Wealth Management | 12,066 | $663,426.29 | $832,071.36 | $168,645.07 | 25.42% |
Rachel Faulk Cape Investment Advisory Inc. | 21 | $1,420 | $1,448.16 | $28.16 | 1.98% |
Vyoma Patel Strata Wealth Advisors LLC | 17,004 | $1.04M | $1.17M | $130,561.1 | 12.53% |
Mariana Coli Dunhill Financial LLC | 407 | $23,966.58 | $27,987.35 | $4,020.77 | 16.78% |