| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eric Dahm Range Financial Group LLC | 717 | $421,220.35 | $700,200.7 | $278,980.35 | 66.23% |
Jeffrey Gilbert Balboa Wealth Partners | 565 | $381,779.93 | $551,762.06 | $169,982.13 | 44.52% |
Sean Murray Quantum Financial Advisors LLC | 427 | $358,827.13 | $416,995.39 | $58,168.26 | 16.21% |
Edward Lowndes Angeles Wealth Management LLC | 716 | $478,959.33 | $699,224.13 | $220,264.8 | 45.99% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 383 | $220,728.22 | $379,487.89 | $158,759.67 | 71.93% |
Michael Stulic Astoria Portfolio Advisors LLC | 383 | $297,070.44 | $374,026.31 | $76,955.87 | 25.9% |
| TL Tradewinds LLC Tradewinds LLC | 7,022 | $5.31M | $6.86M | $1.55M | 29.24% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 401 | $165,446.98 | $397,130.35 | $231,683.37 | 140.03% |
Nolan Baker Retirement Guys Formula LLC | 1,347 | $1.14M | $1.32M | $174,605.63 | 15.31% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 4,771 | $2.4M | $4.73M | $2.33M | 97.11% |
John DeMarco Trajan Wealth LLC | 11,589 | $6.28M | $11.32M | $5.04M | 80.26% |
Brad Saenz Coastwise Capital Group LLC | 282 | $206,643.96 | $275,392.74 | $68,748.78 | 33.27% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,318 | $1.48M | $3.24M | $1.76M | 119.11% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 283 | $218,628.82 | $276,369.31 | $57,740.49 | 26.41% |
CJ Harrison DecisionPoint Financial LLC | 4 | $2,911.43 | $3,994.56 | $1,083.13 | 37.2% |
| JG John Ginter Callan Family Office LLC | 6,706 | $5.22M | $6.69M | $1.46M | 28.01% |
Amna Ali Khan GDS Wealth Management | 358 | $276,010.3 | $349,612.06 | $73,601.76 | 26.67% |
Mark Mowrey Signature Resources Capital Management LLC | 54 | $39,570.1 | $53,704.89 | $14,134.79 | 35.72% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 472 | $206,532.63 | $460,941.04 | $254,408.41 | 123.18% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 287 | $246,931.44 | $280,275.59 | $33,344.15 | 13.5% |