| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 150,787 | $3.42M | $4.44M | $1.02M | 29.79% |
Lincoln Bach Delap Wealth Advisory LLC | 26,842 | $701,372.34 | $790,228.48 | $88,856.14 | 12.67% |
Stephen Kenney Gray Private Wealth LLC | 6,941 | $204,274 | $204,343.04 | $69.04 | 0.03% |
Craig Johnsen Fortitude Advisory Group LLC | 56,400 | $1.07M | $1.66M | $591,298.26 | 55.31% |
Jeffrey Gilbert Balboa Wealth Partners | 266,627 | $7.65M | $8.14M | $486,847.11 | 6.36% |
Edward Lowndes Angeles Wealth Management LLC | 12,656 | $325,917.49 | $372,592.64 | $46,675.15 | 14.32% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 15,852 | $236,036.28 | $466,682.88 | $230,646.6 | 97.72% |
Kevin Zemann WealthPlan Investment Management LLC | 245,235 | $5.93M | $7.22M | $1.29M | 21.76% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 67,902 | $1.46M | $2M | $542,699.7 | 37.26% |
Benjamin Cauley Carr Financial Group Corp. | 148,407 | $3.28M | $4.37M | $1.09M | 33.29% |
David W. Chenet Presidio Capital Management LLC | 8,772 | $214,387.68 | $258,247.68 | $43,860 | 20.46% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 61,283 | $1.5M | $1.8M | $299,701.85 | 19.92% |
Nolan Baker Retirement Guys Formula LLC | 12,923 | $204,069.13 | $380,453.12 | $176,383.99 | 86.43% |
Abraham Martinez Amara Financial LLC | 8,495 | $207,813.67 | $259,224.92 | $51,411.25 | 24.74% |
| DAL Drake & Associates LLC Drake & Associates LLC | 29,677 | $783,253.63 | $905,593.65 | $122,340.02 | 15.62% |
Lori Fernicola Castle Wealth Management LLC | 254,678 | $3.79M | $7.5M | $3.71M | 97.72% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 46,854 | $761,049.17 | $1.38M | $618,332.59 | 81.25% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 1.89M | $45.21M | $55.64M | $10.43M | 23.08% |
Jeffrey Jones Cypress Financial Planning LLC | 26,391 | $549,756.39 | $776,951.04 | $227,194.65 | 41.33% |
CJ Harrison DecisionPoint Financial LLC | 19,205 | $424,057.82 | $565,395.2 | $141,337.38 | 33.33% |