| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle McCarthy Vantage Financial Partners LLC | 86,798 | $11.53M | $16.59M | $5.06M | 43.88% |
William Jollie Quent Capital LLC | 60,599 | $6.19M | $11.7M | $5.5M | 88.86% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,175 | $221,005.75 | $224,225.25 | $3,219.5 | 1.46% |
| EM Erin Mccann Simplicity Wealth LLC | 4,281 | $668,720.64 | $823,964.07 | $155,243.43 | 23.21% |
Michael Byun SageView Advisory Group LLC | 1,431 | $224,151.74 | $271,775.52 | $47,623.78 | 21.25% |
Kristofer Gray Integrity Financial Corp. /WA | 70 | $10,291.4 | $13,358.8 | $3,067.4 | 29.81% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 5,035 | $414,029.14 | $968,533.1 | $554,503.96 | 133.93% |
Mark Astrinos Libra Wealth LLC | 4,133 | $621,603 | $795,540.5 | $173,937.5 | 27.98% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,536 | $322,433.03 | $482,905.12 | $160,472.09 | 49.77% |
Christopher M. Marks Sterling Investment Counsel LLC | 11,129 | $1.53M | $2.13M | $604,976.32 | 39.66% |
Mark Fiskio Empirical Asset Management LLC | 4,662 | $594,397.55 | $886,828.95 | $292,431.4 | 49.2% |
Timothy Gerlach Novem Group | 3,164 | $478,412.77 | $601,871.9 | $123,459.13 | 25.81% |
Timothy Low Forte Asset Management LLC | 4,949 | $414,231.3 | $953,523.83 | $539,292.53 | 130.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 55,936 | $6.28M | $10.8M | $4.52M | 72.05% |
Jeffrey Gilbert Balboa Wealth Partners | 1,333 | $219,661.51 | $252,776.79 | $33,115.28 | 15.08% |
Edward Lowndes Angeles Wealth Management LLC | 141 | $14,678.1 | $26,778.72 | $12,100.62 | 82.44% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 892 | $131,237.02 | $171,759.06 | $40,522.04 | 30.88% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 46,420 | $5.28M | $8.88M | $3.6M | 68.22% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 267,472 | $44.11M | $51.4M | $7.28M | 16.51% |
CJ Harrison DecisionPoint Financial LLC | 36 | $6,046 | $6,949.8 | $903.8 | 14.95% |