| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 13,878 | $3.49M | $3.91M | $425,953.53 | 12.22% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 956 | $215,023.52 | $270,309 | $55,285.48 | 25.71% |
Patrick O'Connell Security Financial Services Inc. | 6,094 | $1.39M | $1.73M | $334,097.02 | 23.96% |
Christopher Schurmann Summit Investment Advisory Services LLC | 2,147 | $524,061.23 | $609,855.35 | $85,794.12 | 16.37% |
Daniel Bennett APS Management Group Inc. | 1,699 | $414,713.24 | $481,598.54 | $66,885.3 | 16.13% |
Dan Mohr Retireful LLC | 895 | $251,647.16 | $254,130.77 | $2,483.61 | 0.99% |
Brian Levy West Wealth Group LLC | 2,256 | $566,639.52 | $639,485.76 | $72,846.24 | 12.86% |
Conor Sheridan Sheridan Capital Management LLC | 6,857 | $1.67M | $1.93M | $253,057.19 | 15.12% |
Christopher Warner WARNER FINANCIAL Inc. | 1,077 | $225,158.04 | $306,072.63 | $80,914.59 | 35.94% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,290 | $1.61M | $2.93M | $1.32M | 81.79% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 590 | $89,603.79 | $167,754.7 | $78,150.91 | 87.22% |
Rosemarie Ranzie Stage Harbor Financial LLC | 1,576 | $335,129.76 | $447,654.92 | $112,525.16 | 33.58% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 873 | $218,337.75 | $246,557.02 | $28,219.27 | 12.92% |
Rachel Faulk Cape Investment Advisory Inc. | 146 | $39,899.3 | $41,569.12 | $1,669.82 | 4.19% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 69 | $11,680.32 | $19,378.99 | $7,698.67 | 65.91% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 11,875 | $2.34M | $3.37M | $1.03M | 44.01% |
Lukas Lindgren Abound Wealth Management | 47 | $10,371.06 | $13,396.64 | $3,025.58 | 29.17% |
David Kennon David Kennon Inc | 16,345 | $2.65M | $4.65M | $1.99M | 75.08% |
Loni Adams Daymark Wealth Partners LLC | 2,383 | $652,060 | $669,777.89 | $17,717.89 | 2.72% |
Michael Snyder Beaumont Financial Advisors LLC | 4,118 | $590,870 | $1.16M | $571,414.91 | 96.71% |