| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 13,785 | $366,915.92 | $480,545.1 | $113,629.18 | 30.97% |
Owen Schrum Schrum Private Wealth Management LLC | 5,361 | $143,639.74 | $186,884.46 | $43,244.72 | 30.11% |
Kristofer Gray Integrity Financial Corp. /WA | 9 | $198.09 | $306.63 | $108.54 | 54.79% |
Dan Mohr Retireful LLC | 17,760 | $618,225.6 | $605,083.2 | -$13,142.4 | -2.13% |
Mark Vicencio Lowery Thomas LLC | 231,838 | $5.19M | $7.9M | $2.7M | 52.05% |
Kristen Williams Athena Investment Management | 38,450 | $894,135.68 | $1.31M | $415,855.82 | 46.51% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 304,620 | $7.31M | $10.38M | $3.07M | 41.92% |
Adam Grossman Mayport LLC | 11,603 | $286,256.32 | $404,480.58 | $118,224.26 | 41.3% |
Christopher Warner WARNER FINANCIAL Inc. | 163,018 | $4.13M | $5.55M | $1.42M | 34.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 62,430 | $1.63M | $2.13M | $499,440 | 30.69% |
Craig Johnsen Fortitude Advisory Group LLC | 24,481 | $602,935.43 | $834,067.67 | $231,132.24 | 38.33% |
Nolan Baker Retirement Guys Formula LLC | 73,108 | $2.54M | $2.49M | -$54,099.92 | -2.13% |
Brad Saenz Coastwise Capital Group LLC | 158,886 | $3.93M | $5.41M | $1.48M | 37.59% |
Adam Schwallier Schwallier Wealth Management LLC | 14,293 | $344,613.38 | $505,543.41 | $160,930.03 | 46.7% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,092 | $27,103.58 | $37,204.44 | $10,100.86 | 37.27% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 93,217 | $2.28M | $3.18M | $895,310.41 | 39.26% |
Jeffrey Jones Cypress Financial Planning LLC | 107,858 | $3.21M | $3.67M | $460,517.08 | 14.33% |
Amna Ali Khan GDS Wealth Management | 6,932 | $241,302.92 | $243,937.08 | $2,634.16 | 1.09% |
Mark Mowrey Signature Resources Capital Management LLC | 2,227 | $52,037.07 | $75,873.89 | $23,836.82 | 45.81% |
David Hunter Horizons Wealth Management | 838 | $22,274.04 | $28,550.66 | $6,276.62 | 28.18% |