| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 224 | $22,962 | $25,159.68 | $2,197.68 | 9.57% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 444 | $40,981.44 | $49,870.08 | $8,888.64 | 21.69% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 4,597 | $387,665.01 | $516,610.86 | $128,945.85 | 33.26% |
| MT Michael Topley Lansing Street Advisors | 9,561 | $649,119.34 | $1.07M | $424,772.18 | 65.44% |
Mark Fiskio Empirical Asset Management LLC | 8,305 | $731,919.65 | $932,817.6 | $200,897.95 | 27.45% |
| TL Timothy Low Forte Asset Management LLC | 5,288 | $353,661.44 | $593,948.16 | $240,286.72 | 67.94% |
Christopher Warner WARNER FINANCIAL Inc. | 1,890 | $208,183.5 | $212,284.8 | $4,101.3 | 1.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 185,593 | $15.22M | $20.88M | $5.67M | 37.23% |
Lincoln Bach Delap Wealth Advisory LLC | 3,320 | $332,764 | $372,902.4 | $40,138.4 | 12.06% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,732 | $357,351.47 | $419,178.24 | $61,826.77 | 17.3% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,165 | $98,244.45 | $130,852.8 | $32,608.35 | 33.19% |
Benjamin Cauley Carr Financial Group Corp. | 12,615 | $929,773.54 | $1.42M | $487,143.26 | 52.39% |
| DAL Drake & Associates LLC Drake & Associates LLC | 20,397 | $1.91M | $2.29M | $378,498.51 | 19.79% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,558 | $1.18M | $1.3M | $115,536.9 | 9.75% |
Brook Hart Presilium Private Wealth LLC | 5,318 | $461,079.34 | $597,982.51 | $136,903.17 | 29.69% |
Amna Ali Khan GDS Wealth Management | 228,072 | $16.87M | $25.65M | $8.77M | 52% |
Mark Mowrey Signature Resources Capital Management LLC | 2,239 | $189,306.48 | $251,103.85 | $61,797.37 | 32.64% |
Lukas Lindgren Abound Wealth Management | 657 | $53,346.94 | $73,347.48 | $20,000.54 | 37.49% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,228 | $371,165.76 | $588,202.28 | $217,036.52 | 58.47% |
Bert D. Barre Colonial Trust Co. / SC | 3,689 | $272,174.42 | $415,362.95 | $143,188.53 | 52.61% |