| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 961 | $283,398.93 | $327,220.5 | $43,821.57 | 15.46% |
Christopher Clancy Global Wealth Strategies & Associates | 730 | $156,599.46 | $249,382.6 | $92,783.14 | 59.25% |
William Jollie Quent Capital LLC | 38,920 | $10.17M | $13.53M | $3.36M | 33.06% |
Dalila Toledo Ascent Group LLC | 1,282 | $338,798.82 | $435,264.64 | $96,465.82 | 28.47% |
Nichole Raftopoulos Nvest Financial LLC | 891 | $351,018.35 | $307,697.94 | -$43,320.41 | -12.34% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 591 | $232,830.35 | $203,280.36 | -$29,549.99 | -12.69% |
Chad Soukup jvl associates LLC | 6,784 | $1.28M | $2.34M | $1.07M | 83.67% |
Kristofer Gray Integrity Financial Corp. /WA | 157 | $50,712.57 | $53,607.65 | $2,895.08 | 5.71% |
Mark Vicencio Lowery Thomas LLC | 13,472 | $3.7M | $4.64M | $940,758.18 | 25.42% |
Kristen Williams Athena Investment Management | 1,694 | $433,240.5 | $587,013.35 | $153,772.85 | 35.49% |
Adam Grossman Mayport LLC | 700 | $200,102 | $241,773 | $41,671 | 20.82% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,300 | $343,391.47 | $442,370.5 | $98,979.03 | 28.82% |
Christopher M. Marks Sterling Investment Counsel LLC | 581 | $228,890.75 | $199,341.11 | -$29,549.64 | -12.91% |
Scott Williams Investmark Advisory Group LLC | 1,631 | $358,845.28 | $563,249.54 | $204,404.26 | 56.96% |
Mark Fiskio Empirical Asset Management LLC | 1,385 | $353,939.38 | $471,592.5 | $117,653.12 | 33.24% |
Christopher Warner WARNER FINANCIAL Inc. | 827 | $174,987.93 | $285,509.34 | $110,521.41 | 63.16% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,564 | $1.28M | $1.59M | $304,656.93 | 23.76% |
Matthew Heller Willner & Heller LLC | 1,459 | $424,695.7 | $503,048.61 | $78,352.91 | 18.45% |
Edward Lowndes Angeles Wealth Management LLC | 780 | $221,520 | $265,055.7 | $43,535.7 | 19.65% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 2,181 | $623,460.66 | $737,636.01 | $114,175.35 | 18.31% |