| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leanne Menzel Smallwood Wealth Investment Management LLC | 347,654 | $37.6M | $56.88M | $19.28M | 51.29% |
Jaimie Palmer Beacon Capital Management LLC | 1,897 | $229,864.14 | $310,368.17 | $80,504.03 | 35.02% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 165,712 | $17.72M | $27.11M | $9.39M | 53.02% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 4,244 | $545,856.67 | $694,360.84 | $148,504.17 | 27.21% |
Adam Grossman Mayport LLC | 8,827 | $936,723.75 | $1.5M | $559,894.1 | 59.77% |
| CMD Chris M. Denholm Objective Capital Management LLC | 14,920 | $1.58M | $2.44M | $859,195.43 | 54.32% |
Mark Astrinos Libra Wealth LLC | 40,657 | $4.48M | $6.85M | $2.36M | 52.74% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,586 | $232,858.34 | $259,485.46 | $26,627.12 | 11.43% |
Timothy Low Forte Asset Management LLC | 28,514 | $2.55M | $4.67M | $2.11M | 82.9% |
Daniel Ronan Catalyst Financial Partners LLC | 1,279 | $210,101 | $209,257.19 | -$843.81 | -0.4% |
Amanda Hawley Atria Wealth Solutions Inc. | 49,638 | $5.11M | $8.12M | $3.01M | 58.79% |
Lincoln Bach Delap Wealth Advisory LLC | 216,296 | $24.79M | $35.39M | $10.6M | 42.76% |
Eric Dahm Range Financial Group LLC | 1,601 | $202,539.55 | $261,939.61 | $59,400.06 | 29.33% |
Jeffrey Gilbert Balboa Wealth Partners | 1,258 | $206,651.66 | $213,293.9 | $6,642.24 | 3.21% |
Edward Lowndes Angeles Wealth Management LLC | 1,043 | $145,104.38 | $170,645.23 | $25,540.85 | 17.6% |
Angela Cox W Advisors LLC | 2,878 | $329,483.89 | $470,869.58 | $141,385.69 | 42.91% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 9,610 | $1.3M | $1.57M | $274,557.7 | 21.16% |
Kevin Zemann WealthPlan Investment Management LLC | 6,645 | $876,958.58 | $1.09M | $210,229.87 | 23.97% |
Vito Collacuro Sutton Place Investors LLC | 41,605 | $4.45M | $7.01M | $2.56M | 57.44% |
Benjamin Cauley Carr Financial Group Corp. | 22,944 | $2.24M | $3.86M | $1.62M | 72.24% |