| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Mason Mason & Associates Inc. | 2,127 | $349,402.29 | $356,846.79 | $7,444.5 | 2.13% |
Kristofer Gray Integrity Financial Corp. /WA | 310 | $28,144.51 | $51,731.25 | $23,586.74 | 83.81% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 347,654 | $37.6M | $57.71M | $20.11M | 53.49% |
Jaimie Palmer Beacon Capital Management LLC | 1,897 | $229,864.14 | $318,752.91 | $88,888.77 | 38.67% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 176,143 | $19.46M | $29.61M | $10.16M | 52.2% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 4,244 | $545,856.67 | $713,246.64 | $167,389.97 | 30.67% |
Adam Grossman Mayport LLC | 8,827 | $936,723.75 | $1.48M | $545,241.28 | 58.21% |
Brian Levy West Wealth Group LLC | 3,918 | $651,485.04 | $655,363.86 | $3,878.82 | 0.6% |
| CMD Chris M. Denholm Objective Capital Management LLC | 14,437 | $1.53M | $2.43M | $896,304.34 | 58.57% |
Mark Astrinos Libra Wealth LLC | 40,657 | $4.48M | $6.81M | $2.33M | 52.03% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,586 | $232,858.34 | $265,686.72 | $32,828.38 | 14.1% |
Timothy Low Forte Asset Management LLC | 28,313 | $2.53M | $4.75M | $2.21M | 87.3% |
Daniel Ronan Catalyst Financial Partners LLC | 1,279 | $210,101 | $212,921.52 | $2,820.52 | 1.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 49,638 | $5.11M | $8.34M | $3.23M | 63.06% |
Lincoln Bach Delap Wealth Advisory LLC | 223,800 | $26.06M | $37.17M | $11.11M | 42.63% |
Eric Dahm Range Financial Group LLC | 1,601 | $202,539.55 | $268,167.5 | $65,627.95 | 32.4% |
Jeffrey Gilbert Balboa Wealth Partners | 1,258 | $206,651.66 | $209,016.7 | $2,365.04 | 1.14% |
Edward Lowndes Angeles Wealth Management LLC | 1,043 | $145,104.38 | $173,388.32 | $28,283.94 | 19.49% |
Angela Cox W Advisors LLC | 2,878 | $329,483.89 | $482,726.94 | $153,243.05 | 46.51% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 9,610 | $1.3M | $1.61M | $313,045.75 | 24.12% |