| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob B. Rue Shore Point Advisors LLC | 24,114 | $673,190.72 | $1.03M | $356,959.36 | 53.02% |
David Mailloux WealthCare Investment Partners LLC | 84,827 | $2.85M | $3.64M | $788,751.89 | 27.65% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 514,245 | $16.53M | $21.97M | $5.44M | 32.88% |
Russell Mohberg Regatta Capital Group LLC | 147,442 | $5.41M | $6.33M | $915,611.54 | 16.92% |
Dalila Toledo Ascent Group LLC | 8,325 | $269,480.25 | $355,644 | $86,163.75 | 31.97% |
Dan Mohr Retireful LLC | 8,960 | $363,238.4 | $382,771.2 | $19,532.8 | 5.38% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 169,039 | $4.93M | $7.22M | $2.29M | 46.53% |
Mark Fiskio Empirical Asset Management LLC | 5,554 | $174,448.74 | $238,433.22 | $63,984.48 | 36.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 183,473 | $5.27M | $7.84M | $2.57M | 48.82% |
Rodrigo Diaz Plan Group Financial LLC | 89,965 | $2.97M | $3.84M | $872,668.81 | 29.38% |
Rachel Faulk Cape Investment Advisory Inc. | 46 | $1,867 | $1,965.12 | $98.12 | 5.26% |
Jill Grimes Centurion Wealth Management LLC | 23,024 | $897,968.54 | $983,585.28 | $85,616.74 | 9.53% |
Daniel Guy Ethos Financial Group LLC | 171,465 | $5.71M | $7.32M | $1.62M | 28.39% |
Belena Vincetti Fortis Capital Advisors LLC | 10,358 | $419,920 | $442,493.76 | $22,573.76 | 5.38% |
Sheryl Stephens Stephens Consulting LLC | 467 | $12,698.19 | $19,950.24 | $7,252.05 | 57.11% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,189 | $67,965.38 | $93,514.08 | $25,548.7 | 37.59% |
Moises Valladares Insigneo Advisory Services LLC | 44,008 | $1.79M | $1.89M | $100,117.88 | 5.61% |
Jeffrey Steele Silverlake Wealth Management LLC | 50,800 | $1.52M | $2.17M | $646,597.42 | 42.44% |
Jill Batley Gateway Wealth Partners LLC | 106,298 | $4.21M | $4.54M | $330,635.55 | 7.85% |
| PIL PFG Investments LLC PFG Investments LLC | 19,377 | $638,148.57 | $827,785.44 | $189,636.87 | 29.72% |