| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Bennett APS Management Group Inc. | 2,865 | $590,586.84 | $721,464.33 | $130,877.49 | 22.16% |
Nichole Raftopoulos Nvest Financial LLC | 4,867 | $953,753.59 | $1.23M | $271,854.4 | 28.5% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 14,479 | $2.42M | $3.65M | $1.22M | 50.4% |
Chad Soukup jvl associates LLC | 10,211 | $1.69M | $2.57M | $883,180.77 | 52.32% |
Kristofer Gray Integrity Financial Corp. /WA | 97 | $18,544.42 | $24,426.54 | $5,882.12 | 31.72% |
David T. Morgan High Net Worth Advisory Group LLC | 1,070 | $191,647.7 | $269,447.41 | $77,799.71 | 40.6% |
Dan Mohr Retireful LLC | 1,662 | $355,119.54 | $418,524.86 | $63,405.32 | 17.85% |
Mark Vicencio Lowery Thomas LLC | 3,851 | $596,418.43 | $969,758.86 | $373,340.43 | 62.6% |
Jaimie Palmer Beacon Capital Management LLC | 2,247 | $394,882.11 | $565,839.56 | $170,957.45 | 43.29% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 1,915 | $316,453.75 | $482,235.32 | $165,781.57 | 52.39% |
Adam Grossman Mayport LLC | 8,910 | $1.56M | $2.3M | $734,377.2 | 47.05% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,104 | $267,642.71 | $278,009.29 | $10,366.58 | 3.87% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 16,893 | $3.08M | $4.25M | $1.17M | 38.07% |
Scott Williams Investmark Advisory Group LLC | 5,236 | $804,035.39 | $1.35M | $544,705.85 | 67.75% |
Michael Topley Lansing Street Advisors | 1,325 | $245,948.15 | $333,661.51 | $87,713.36 | 35.66% |
Timothy Gerlach Novem Group | 1,217 | $232,581.72 | $306,464.95 | $73,883.23 | 31.77% |
Timothy Low Forte Asset Management LLC | 27,597 | $4.93M | $6.95M | $2.02M | 41% |
Christopher Warner WARNER FINANCIAL Inc. | 3,627 | $576,993.66 | $913,351.18 | $336,357.52 | 58.29% |
Daniel Ronan Catalyst Financial Partners LLC | 1,769 | $359,213.92 | $445,469.6 | $86,255.68 | 24.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 19,651 | $3.16M | $4.95M | $1.79M | 56.62% |