| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 5,353 | $592,472.5 | $653,494.25 | $61,021.75 | 10.3% |
| LWL Leo Wealth LLC Leo Wealth LLC | 17,118 | $1.67M | $2.09M | $417,485.47 | 24.97% |
William Jollie Quent Capital LLC | 2,091 | $210,241.77 | $253,596.48 | $43,354.71 | 20.62% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 16,170 | $1.45M | $1.97M | $528,214.18 | 36.53% |
Dalila Toledo Ascent Group LLC | 9,356 | $1.05M | $1.14M | $90,261.7 | 8.58% |
| EM Erin Mccann Simplicity Wealth LLC | 3,270 | $368,016.74 | $392,923.2 | $24,906.46 | 6.77% |
Joseph J. Costigan apricus wealth LLC | 3,515 | $339,619.95 | $429,111.21 | $89,491.26 | 26.35% |
Michael Byun SageView Advisory Group LLC | 2,240 | $232,375.26 | $271,689.6 | $39,314.34 | 16.92% |
Brian Clay Clay Northam Wealth Management LLC | 2,018 | $217,802.74 | $246,417.98 | $28,615.24 | 13.14% |
Taro Kuriyama Axq Capita LLP | 3,397 | $331,853 | $408,183.52 | $76,330.52 | 23% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5 | $558.4 | $610.4 | $52 | 9.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,342 | $2.05M | $2.73M | $680,340.81 | 33.23% |
Angela Cox W Advisors LLC | 2,580 | $271,285.72 | $314,966.41 | $43,680.69 | 16.1% |
| TL Tradewinds LLC Tradewinds LLC | 12,657 | $1.37M | $1.58M | $217,826.97 | 15.95% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,832 | $189,826.05 | $223,650.56 | $33,824.51 | 17.82% |
Nadine Hofstetter Northwest Bank & Trust Co. | 461 | $40,668 | $56,278.88 | $15,610.88 | 38.39% |
| MK Malinda Khauv Cercano Management LLC | 2,196 | $265,936 | $269,537.04 | $3,601.04 | 1.35% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 304 | $33,445.21 | $37,112.32 | $3,667.11 | 10.96% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,778 | $1.49M | $1.66M | $168,493.48 | 11.33% |
CJ Harrison DecisionPoint Financial LLC | 5 | $547.2 | $600.8 | $53.6 | 9.8% |