| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 119,699 | $11.01M | $12.82M | $1.8M | 16.38% |
Dalila Toledo Ascent Group LLC | 4,468 | $439,561.84 | $477,450.48 | $37,888.64 | 8.62% |
Scott Williams Investmark Advisory Group LLC | 2,126 | $209,155.88 | $228,470.59 | $19,314.71 | 9.23% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,960 | $710,742.55 | $853,391.6 | $142,649.05 | 20.07% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 30 | $2,546 | $3,223.95 | $677.95 | 26.63% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 39,718 | $3.5M | $4.27M | $772,529.08 | 22.08% |
CJ Harrison DecisionPoint Financial LLC | 6 | $584.43 | $643.26 | $58.83 | 10.07% |
Rachel Faulk Cape Investment Advisory Inc. | 96 | $9,444.57 | $10,292.16 | $847.59 | 8.97% |
Mariana Coli Dunhill Financial LLC | 729 | $62,850.44 | $78,156.09 | $15,305.65 | 24.35% |
Victoria Latham Fiduciary Alliance LLC | 3,538 | $346,882.09 | $378,831.35 | $31,949.26 | 9.21% |
Moises Valladares Insigneo Advisory Services LLC | 2,441 | $240,146 | $260,747.62 | $20,601.62 | 8.58% |
Jeffrey Rosenthal Viawealth LLC | 26,411 | $2.53M | $2.83M | $301,035.76 | 11.89% |
Jill Batley Gateway Wealth Partners LLC | 11,781 | $1.16M | $1.26M | $100,718.33 | 8.69% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,250 | $219,160.78 | $240,975 | $21,814.22 | 9.95% |
Jennifer Henry Continuum Wealth Advisors LLC | 2,993 | $254,046.03 | $322,226.38 | $68,180.35 | 26.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 40,368 | $3.84M | $4.24M | $397,130.87 | 10.33% |
Kevin Bresler TD Waterhouse Canada Inc. | 30,196 | $2.83M | $3.24M | $409,088.08 | 14.46% |
David Vollmer PFS Partners, LLC | 20 | $1,744.32 | $2,140.4 | $396.08 | 22.71% |
Benj Foor Frazier Financial Advisors, LLC | 11 | $1,078 | $1,177.22 | $99.22 | 9.2% |
Amir Har-El Savvy Advisors, Inc. | 6,815 | $657,834.87 | $733,328.07 | $75,493.2 | 11.48% |