| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leanne Menzel Smallwood Wealth Investment Management LLC | 30 | $9,202.2 | $12,251.4 | $3,049.2 | 33.14% |
Jaimie Palmer Beacon Capital Management LLC | 507 | $207,616.5 | $207,048.66 | -$567.84 | -0.27% |
Adam Grossman Mayport LLC | 2,352 | $878,330.88 | $995,813.3 | $117,482.42 | 13.38% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 2,787 | $946,381.57 | $1.14M | $191,773.49 | 20.26% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 764 | $268,058.63 | $323,469.97 | $55,411.34 | 20.67% |
Mark Astrinos Libra Wealth LLC | 538 | $220,311 | $226,584.08 | $6,273.08 | 2.85% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,312 | $2.58M | $3.39M | $813,674.38 | 31.53% |
Scott Williams Investmark Advisory Group LLC | 1,209 | $335,831.27 | $511,878.52 | $176,047.25 | 52.42% |
Michael Topley Lansing Street Advisors | 10,333 | $2.61M | $4.22M | $1.61M | 61.98% |
Timothy Low Forte Asset Management LLC | 1,855 | $385,394.8 | $757,544.9 | $372,150.1 | 96.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,609 | $3.24M | $4.74M | $1.51M | 46.53% |
Eric Dahm Range Financial Group LLC | 974 | $313,783.84 | $397,762.12 | $83,978.28 | 26.76% |
Stephen Kenney Gray Private Wealth LLC | 83,372 | $24.23M | $34.05M | $9.82M | 40.53% |
Jeffrey Gilbert Balboa Wealth Partners | 1,552 | $579,191.77 | $656,977.12 | $77,785.35 | 13.43% |
Sean Murray Quantum Financial Advisors LLC | 500 | $204,750 | $204,190 | -$560 | -0.27% |
Edward Lowndes Angeles Wealth Management LLC | 284 | $101,674.86 | $115,979.92 | $14,305.06 | 14.07% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 51,542 | $17.5M | $21.82M | $4.32M | 24.66% |
Kevin Zemann WealthPlan Investment Management LLC | 3,384 | $1.17M | $1.38M | $208,438.41 | 17.76% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 109 | $24,550.16 | $44,513.42 | $19,963.26 | 81.32% |
| TD Teresa Douberly Ridgeline Wealth LLC | 1,163 | $374,659.59 | $474,945.94 | $100,286.35 | 26.77% |