| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LV Leah Vaden Redwood Financial Network Corp. | 19,564 | $814,592.4 | $996,101.06 | $181,508.66 | 22.28% |
Eric Dahm Range Financial Group LLC | 24,051 | $900,262.11 | $1.22M | $324,054.04 | 36% |
Jeffrey Gilbert Balboa Wealth Partners | 17,266 | $707,956.18 | $874,781.89 | $166,825.71 | 23.56% |
Edward Lowndes Angeles Wealth Management LLC | 9,900 | $423,126 | $502,177.5 | $79,051.5 | 18.68% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 6,688 | $256,618.56 | $342,860.32 | $86,241.76 | 33.61% |
Kevin Zemann WealthPlan Investment Management LLC | 10,621 | $445,707.81 | $545,388.35 | $99,680.54 | 22.36% |
Joseph Wallace Wallace Advisory Group LLC | 11,960 | $565,090.97 | $610,019.8 | $44,928.83 | 7.95% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 250 | $10,685 | $12,808.75 | $2,123.75 | 19.88% |
Adam Schwallier Schwallier Wealth Management LLC | 12,141 | $518,906.06 | $621,679.9 | $102,773.84 | 19.81% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 24 | $990.72 | $1,217.28 | $226.56 | 22.87% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 67,253 | $3.48M | $3.45M | -$37,006.81 | -1.06% |
CJ Harrison DecisionPoint Financial LLC | 3 | $141 | $154.05 | $13.05 | 9.26% |
Mark Mowrey Signature Resources Capital Management LLC | 127 | $6,576 | $6,437.63 | -$138.37 | -2.1% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 53,774 | $1.96M | $2.75M | $799,301.22 | 40.88% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 7,571 | $325,388.75 | $386,234.56 | $60,845.81 | 18.7% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 8,504 | $336,446.66 | $432,173.28 | $95,726.62 | 28.45% |
Rachel Faulk Cape Investment Advisory Inc. | 705 | $36,499.47 | $36,201.75 | -$297.72 | -0.82% |
Mariana Coli Dunhill Financial LLC | 1,637 | $76,627.94 | $84,059.95 | $7,432.01 | 9.7% |
Lukas Lindgren Abound Wealth Management | 5,060 | $194,745.12 | $259,881.6 | $65,136.48 | 33.45% |
Drew Phillips Fortitude Family Office LLC | 31,988 | $1.37M | $1.64M | $275,416.32 | 20.15% |