| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 16,068 | $1.32M | $1.39M | $71,041.5 | 5.4% |
Daniel Ronan Catalyst Financial Partners LLC | 9,475 | $696,298.8 | $817,976.75 | $121,677.95 | 17.47% |
Amanda Hawley Atria Wealth Solutions Inc. | 119,725 | $6.41M | $10.34M | $3.93M | 61.32% |
Matthew Heller Willner & Heller LLC | 22,816 | $1.23M | $1.97M | $742,924.42 | 60.56% |
Edward Lowndes Angeles Wealth Management LLC | 2.87M | $154.46M | $247.73M | $93.27M | 60.38% |
Benjamin Cauley Carr Financial Group Corp. | 26,932 | $1.97M | $2.44M | $462,799.49 | 23.46% |
Nolan Baker Retirement Guys Formula LLC | 13,938 | $912,757.01 | $1.2M | $290,510.53 | 31.83% |
Abraham Martinez Amara Financial LLC | 316,007 | $20.88M | $28.69M | $7.8M | 37.37% |
CJ Harrison DecisionPoint Financial LLC | 70 | $5,778.99 | $6,329.4 | $550.41 | 9.52% |
Rodrigo Diaz Plan Group Financial LLC | 77,660 | $5.68M | $6.7M | $1.03M | 18.06% |
Mark Mowrey Signature Resources Capital Management LLC | 1,105 | $89,549.73 | $95,394.65 | $5,844.92 | 6.53% |
Samuel Pressley Ridgepath Capital Management LLC | 12,480 | $715,378.56 | $1.12M | $400,208.64 | 55.94% |
Rachel Faulk Cape Investment Advisory Inc. | 5,660 | $467,351.86 | $511,777.2 | $44,425.34 | 9.51% |
| AIA Acute Investment Advisory LLC Acute Investment Advisory LLC | 3,483 | $255,965.67 | $300,687.39 | $44,721.72 | 17.47% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 2,792 | $204,462.06 | $252,452.64 | $47,990.58 | 23.47% |
Mariana Coli Dunhill Financial LLC | 4,076 | $281,852.76 | $370,019.28 | $88,166.52 | 31.28% |
Lukas Lindgren Abound Wealth Management | 200 | $13,092.05 | $17,266 | $4,173.95 | 31.88% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 14,441 | $903,109.86 | $1.25M | $343,581.67 | 38.04% |
Scott Crane Crane Advisory LLC | 2,400 | $210,984 | $207,192 | -$3,792 | -1.8% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,975 | $253,806.4 | $429,491.75 | $175,685.35 | 69.22% |