| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,927 | $331,054.99 | $814,268.85 | $483,213.86 | 145.96% |
Mark Fiskio Empirical Asset Management LLC | 3,029 | $261,824.09 | $355,634.89 | $93,810.8 | 35.83% |
Daniel Ronan Catalyst Financial Partners LLC | 5,256 | $373,255.2 | $617,632.56 | $244,377.36 | 65.47% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,007 | $398,188.99 | $1.16M | $760,521.54 | 191% |
Eric Dahm Range Financial Group LLC | 6,137 | $557,794.31 | $729,382.45 | $171,588.14 | 30.76% |
Jeffrey Gilbert Balboa Wealth Partners | 2,500 | $262,531.75 | $293,062.5 | $30,530.75 | 11.63% |
Sean Murray Quantum Financial Advisors LLC | 3,162 | $266,588.22 | $371,029.08 | $104,440.86 | 39.18% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,548 | $255,418.6 | $299,632.06 | $44,213.46 | 17.31% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 84 | $9,655.47 | $9,575.16 | -$80.31 | -0.83% |
Nolan Baker Retirement Guys Formula LLC | 18,749 | $2M | $2.25M | $248,070.04 | 12.42% |
| MK Malinda Khauv Cercano Management LLC | 5,118 | $248,334.25 | $597,270.6 | $348,936.35 | 140.51% |
William Cantus Pacific Sage Partners LLC | 3,033 | $146,445.05 | $350,766.45 | $204,321.4 | 139.52% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 74,735 | $4.85M | $8.53M | $3.68M | 75.78% |
CJ Harrison DecisionPoint Financial LLC | 19 | $1,497.47 | $2,200.01 | $702.54 | 46.92% |
| JG John Ginter Callan Family Office LLC | 32,059 | $2.44M | $3.67M | $1.24M | 50.72% |
Amna Ali Khan GDS Wealth Management | 162,075 | $15.14M | $19.16M | $4.02M | 26.55% |
Mark Mowrey Signature Resources Capital Management LLC | 31 | $3,263.16 | $3,648.7 | $385.54 | 11.81% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 8,000 | $364,891.85 | $942,240 | $577,348.15 | 158.22% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,137 | $292,995.8 | $369,617.02 | $76,621.22 | 26.15% |
Anita Woodhouse V-Square Quantitative Management LLC | 24,437 | $1.25M | $2.83M | $1.58M | 125.83% |