| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristofer Gray Integrity Financial Corp. /WA | 10,044 | $219,451.5 | $269,781.84 | $50,330.34 | 22.93% |
Jesse Rodrigue Fortune 45 LLC | 116,701 | $2.89M | $3.13M | $246,239.11 | 8.53% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 11,339 | $229,834.58 | $304,565.54 | $74,730.96 | 32.52% |
| RS Randy Smith Fairway Financial LLC | 435,819 | $8.24M | $11.71M | $3.47M | 42.08% |
Kristen Williams Athena Investment Management | 374,609 | $6.75M | $10.06M | $3.31M | 49.12% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 55,078 | $779,015.22 | $1.48M | $702,582.98 | 90.19% |
| JP Jaimie Palmer Beacon Capital Management LLC | 82,197 | $1.92M | $2.21M | $286,536.99 | 14.89% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 57,550 | $1.08M | $1.55M | $467,009.12 | 43.2% |
Adam Grossman Mayport LLC | 24,385 | $502,538.95 | $655,956.5 | $153,417.55 | 30.53% |
| DW Darren Woolson Asset Allocation Strategies LLC | 690,140 | $13.9M | $18.56M | $4.66M | 33.54% |
Bryan Kupchik Capstone Wealth Management Group LLC | 8,825 | $212,153 | $237,392.5 | $25,239.5 | 11.9% |
Mark Astrinos Libra Wealth LLC | 745,202 | $12.54M | $20.05M | $7.51M | 59.88% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 19,588 | $389,398.14 | $526,917.2 | $137,519.06 | 35.32% |
Mark Fiskio Empirical Asset Management LLC | 8,758 | $210,542.32 | $235,590.2 | $25,047.88 | 11.9% |
Christopher Warner WARNER FINANCIAL Inc. | 263,304 | $4.9M | $7.08M | $2.18M | 44.5% |
Jim Clark Worth Asset Management LLC | 14,039 | $334,478.82 | $377,649.1 | $43,170.28 | 12.91% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 598,620 | $11.75M | $16.1M | $4.35M | 37.02% |
Amanda Hawley Atria Wealth Solutions Inc. | 36,836 | $725,452.92 | $994,940.36 | $269,487.44 | 37.15% |
Jeffrey Gilbert Balboa Wealth Partners | 11,887 | $285,763.48 | $319,284.82 | $33,521.34 | 11.73% |
| EL Edward Lowndes Angeles Wealth Management LLC | 79,348 | $1.76M | $2.13M | $368,955.19 | 20.94% |