| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leanne Menzel Smallwood Wealth Investment Management LLC | 658 | $99,344.84 | $137,298.28 | $37,953.44 | 38.2% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 6,805 | $1.02M | $1.43M | $408,935.09 | 39.98% |
Timothy Dempsey DHK Financial Advisors Inc. | 2,658 | $401,304.84 | $557,940.78 | $156,635.94 | 39.03% |
Patricia A. Thompson Leeward Investments LLC - MA | 58,194 | $8.9M | $12.32M | $3.41M | 38.32% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,224 | $494,126.88 | $673,493.6 | $179,366.72 | 36.3% |
Scott Williams Investmark Advisory Group LLC | 1,787 | $260,294.91 | $377,709.25 | $117,414.34 | 45.11% |
Daniel Ronan Catalyst Financial Partners LLC | 2,806 | $393,505.9 | $586,159.37 | $192,653.47 | 48.96% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,386 | $518,430 | $712,888.44 | $194,458.44 | 37.51% |
Edward Lowndes Angeles Wealth Management LLC | 713 | $122,809.36 | $148,874.4 | $26,065.04 | 21.22% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 25,949 | $4.09M | $5.41M | $1.31M | 32.1% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 5,410 | $873,124.78 | $1.14M | $262,163.72 | 30.03% |
Angela Cox W Advisors LLC | 1,974 | $329,106.3 | $417,560.22 | $88,453.92 | 26.88% |
Kevin Zemann WealthPlan Investment Management LLC | 13,274 | $2.31M | $2.79M | $487,870.41 | 21.15% |
Tom Deck Bricktown Capital LLC | 4,386 | $667,987.18 | $914,809.95 | $246,822.77 | 36.95% |
Lori Fernicola Castle Wealth Management LLC | 2,989 | $407,959.07 | $632,293.06 | $224,333.99 | 54.99% |
CJ Harrison DecisionPoint Financial LLC | 12 | $2,174.62 | $2,526.48 | $351.86 | 16.18% |
Mark Mowrey Signature Resources Capital Management LLC | 37 | $6,542 | $7,723.75 | $1,181.75 | 18.06% |
David Hunter Horizons Wealth Management | 100 | $13,615 | $21,153 | $7,538 | 55.37% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 597 | $87,499.83 | $124,564.05 | $37,064.22 | 42.36% |
Mariana Coli Dunhill Financial LLC | 37 | $6,499.66 | $7,789.98 | $1,290.32 | 19.85% |