| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joel A. Schreiber SFI Advisors LLC | 35,356 | $1.38M | $1.75M | $364,348.55 | 26.37% |
Mark Perrault Intergy Private Wealth LLC | 130,393 | $3.86M | $6.45M | $2.59M | 67.25% |
| MO Michael O'Connor Capasso Planning Partners LLC | 9,452 | $370,500.7 | $466,739.76 | $96,239.06 | 25.98% |
| LWL Leo Wealth LLC Leo Wealth LLC | 43,879 | $1.99M | $2.17M | $173,604.04 | 8.7% |
Kristofer Gray Integrity Financial Corp. /WA | 40,000 | $1.5M | $1.98M | $473,974.92 | 31.55% |
| PP Penny Paul Andina Capital Management LLC | 21,113 | $864,315.52 | $1.04M | $178,877.81 | 20.7% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 54,923 | $2.03M | $2.71M | $686,182.66 | 33.84% |
Christopher Warner WARNER FINANCIAL Inc. | 95,167 | $3.59M | $4.71M | $1.12M | 31.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 331,529 | $13.1M | $16.42M | $3.32M | 25.34% |
Lincoln Bach Delap Wealth Advisory LLC | 13,072 | $564,972 | $646,671.84 | $81,699.84 | 14.46% |
| LV Leah Vaden Redwood Financial Network Corp. | 9,422 | $352,986.64 | $466,765.88 | $113,779.24 | 32.23% |
Benjamin Cauley Carr Financial Group Corp. | 534,022 | $22.63M | $26.46M | $3.83M | 16.91% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 187,334 | $8.66M | $9.28M | $620,075.35 | 7.16% |
CJ Harrison DecisionPoint Financial LLC | 210 | $9,372.78 | $10,404.45 | $1,031.67 | 11.01% |
David Hunter Horizons Wealth Management | 2,767 | $110,017.69 | $137,091.01 | $27,073.32 | 24.61% |
Brendan Corcoran Valence8 US LP | 846,133 | $32.89M | $41.92M | $9.03M | 27.45% |
Mariana Coli Dunhill Financial LLC | 346 | $14,587.66 | $17,140.84 | $2,553.18 | 17.5% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 68,923 | $2.62M | $3.41M | $790,880.27 | 30.14% |
| SC Scott Crane Crane Advisory LLC | 25,472 | $1.02M | $1.26M | $243,810.2 | 23.95% |
Bert D. Barre Colonial Trust Co. / SC | 137,287 | $4.65M | $6.8M | $2.15M | 46.27% |