| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MT Michael Topley Lansing Street Advisors | 4,024 | $680,598.01 | $1.22M | $535,012.13 | 78.61% |
| TG Timothy Gerlach Novem Group | 5,957 | $1.43M | $1.8M | $369,930.11 | 25.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 54,097 | $11.19M | $16.34M | $5.15M | 45.99% |
Craig Johnsen Fortitude Advisory Group LLC | 1,001 | $240,229.99 | $302,392.09 | $62,162.1 | 25.88% |
| EL Edward Lowndes Angeles Wealth Management LLC | 405 | $101,375.55 | $122,346.45 | $20,970.9 | 20.69% |
Angela Cox W Advisors LLC | 4,407 | $966,523.81 | $1.33M | $364,786.8 | 37.74% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,829 | $669,537.32 | $1.16M | $487,165.27 | 72.76% |
| RR Rosemarie Ranzie Stage Harbor Financial LLC | 2,800 | $567,621.14 | $845,851.99 | $278,230.85 | 49.02% |
CJ Harrison DecisionPoint Financial LLC | 102 | $23,989.15 | $30,813.18 | $6,824.03 | 28.45% |
Amna Ali Khan GDS Wealth Management | 3,147 | $601,389.87 | $950,677.22 | $349,287.35 | 58.08% |
Mark Mowrey Signature Resources Capital Management LLC | 390 | $61,187.22 | $117,815.1 | $56,627.88 | 92.55% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,684 | $384,898.79 | $810,809.55 | $425,910.76 | 110.66% |
| FIL FWG Investments LLC FWG Investments LLC | 3,416 | $836,179.32 | $1.03M | $195,760.11 | 23.41% |
Mariana Coli Dunhill Financial LLC | 191 | $47,468.65 | $57,699.19 | $10,230.54 | 21.55% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 1,067 | $207,949.96 | $322,330.03 | $114,380.07 | 55% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 6,809 | $1.14M | $2.06M | $918,700.73 | 80.71% |
Lukas Lindgren Abound Wealth Management | 283 | $63,919.2 | $85,491.47 | $21,572.27 | 33.75% |
| TPM Thomas P. Mullooly Mullooly Asset Management Inc. | 137,593 | $28.02M | $41.57M | $13.54M | 48.33% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,556 | $528,887.44 | $772,142.03 | $243,254.59 | 45.99% |
Jill Grimes Centurion Wealth Management LLC | 7,648 | $1.78M | $2.31M | $528,822.45 | 29.68% |