| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 36,007 | $504,977.55 | $786,392.88 | $281,415.33 | 55.73% |
Candace Cavalier Congress Wealth Management LLC / DE / | 90,035 | $979,868.04 | $1.97M | $986,496.36 | 100.68% |
Clint Dunn Beaird Harris Wealth Management LLC | 287 | $3,560.47 | $6,283.86 | $2,723.39 | 76.49% |
Penny A. Phillips Journey Strategic Wealth LLC | 18,217 | $291,772.1 | $398,223.62 | $106,451.52 | 36.48% |
Sean Reitenbach Prosperity Consulting Group LLC | 15,788 | $314,023.32 | $345,599.32 | $31,576 | 10.06% |
James Langer Redmont Wealth Advisors LLC | 2,173 | $29,813.56 | $47,740.81 | $17,927.25 | 60.13% |
W. Travis McKinney HB Wealth Management LLC | 90,600 | $1.42M | $1.98M | $564,187.81 | 39.83% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,822 | $171,984.6 | $237,001.8 | $65,017.2 | 37.8% |
William Jollie Quent Capital LLC | 54 | $1,074.06 | $1,180.44 | $106.38 | 9.9% |
Dalila Toledo Ascent Group LLC | 12,836 | $185,440.55 | $280,466.6 | $95,026.05 | 51.24% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,201 | $140,375.7 | $310,433.86 | $170,058.16 | 121.15% |
Edward Lowndes Angeles Wealth Management LLC | 10,557 | $179,812.21 | $231,092.73 | $51,280.52 | 28.52% |
Joseph Wallace Wallace Advisory Group LLC | 10,081 | $124,271.11 | $223,394.96 | $99,123.85 | 79.76% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 120 | $1,647 | $2,620.8 | $973.8 | 59.13% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 39,571 | $525,128.72 | $863,637.07 | $338,508.35 | 64.46% |
| JG John Ginter Callan Family Office LLC | 314,107 | $4.44M | $6.86M | $2.42M | 54.56% |
Mariana Coli Dunhill Financial LLC | 755 | $9,012.55 | $16,504.3 | $7,491.75 | 83.13% |
Lukas Lindgren Abound Wealth Management | 278 | $4,409.46 | $6,081.25 | $1,671.79 | 37.91% |
Alex Nunnamaker Schechter Investment Advisors LLC | 80,105 | $440,609.7 | $1.75M | $1.31M | 297.97% |
Brian Dechow SWAN Capital LLC | 215 | $4,276 | $4,706.35 | $430.35 | 10.06% |