| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 40,251 | $2.26M | $2.31M | $51,142.1 | 2.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 507,452 | $28.97M | $29.14M | $173,617.12 | 0.6% |
Jeffrey Gilbert Balboa Wealth Partners | 14,986 | $853,618.09 | $862,968.81 | $9,350.72 | 1.1% |
Edward Lowndes Angeles Wealth Management LLC | 4,475 | $253,052 | $256,999.25 | $3,947.25 | 1.56% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 218,014 | $12.02M | $12.52M | $504,185.55 | 4.2% |
Kevin Zemann WealthPlan Investment Management LLC | 10,452 | $594,397.36 | $600,258.36 | $5,861 | 0.99% |
Benjamin Cauley Carr Financial Group Corp. | 30,066 | $1.66M | $1.73M | $76,380.43 | 4.61% |
| TL Tradewinds LLC Tradewinds LLC | 2,191 | $123,747.68 | $127,121.82 | $3,374.14 | 2.73% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 47,018 | $2.64M | $2.7M | $62,935.66 | 2.39% |
Nolan Baker Retirement Guys Formula LLC | 83,530 | $4.78M | $4.8M | $16,757.95 | 0.35% |
John DeMarco Trajan Wealth LLC | 76,602 | $4.42M | $4.43M | $9,870.13 | 0.22% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 35,696 | $2.04M | $2.05M | $13,837.18 | 0.68% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 40,631 | $2.31M | $2.33M | $27,704.91 | 1.2% |
Rodrigo Diaz Plan Group Financial LLC | 16,241 | $925,416.96 | $932,720.63 | $7,303.67 | 0.79% |
Amna Ali Khan GDS Wealth Management | 5,069 | $286,297.12 | $293,190.96 | $6,893.84 | 2.41% |
Mark Mowrey Signature Resources Capital Management LLC | 150 | $8,247 | $8,614.5 | $367.5 | 4.46% |
Albert Moore First National Advisers LLC | 198,912 | $11.34M | $11.42M | $87,233.95 | 0.77% |
Rachel Faulk Cape Investment Advisory Inc. | 7,721 | $439,916.66 | $443,417.03 | $3,500.37 | 0.8% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 44,650 | $2.54M | $2.56M | $25,169.59 | 0.99% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 101 | $5,704.48 | $5,841.84 | $137.36 | 2.41% |