| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DTM David T. Morgan High Net Worth Advisory Group LLC | 60,809 | $3.38M | $5.19M | $1.81M | 53.66% |
Dan Mohr Retireful LLC | 5,082 | $372,459.78 | $434,155.26 | $61,695.48 | 16.56% |
Bryan Kupchik Capstone Wealth Management Group LLC | 112,312 | $8.43M | $9.59M | $1.16M | 13.75% |
Brian Levy West Wealth Group LLC | 5,220 | $392,491.8 | $445,944.6 | $53,452.8 | 13.62% |
| TG Timothy Gerlach Novem Group | 3,630 | $243,795.26 | $310,038.3 | $66,243.04 | 27.17% |
Amanda Hawley Atria Wealth Solutions Inc. | 198,875 | $13.36M | $17.05M | $3.69M | 27.62% |
| LV Leah Vaden Redwood Financial Network Corp. | 12,062 | $814,898.03 | $1.04M | $220,986.53 | 27.12% |
Craig Johnsen Fortitude Advisory Group LLC | 3,231 | $242,938.89 | $277,478.28 | $34,539.39 | 14.22% |
Kevin Zemann WealthPlan Investment Management LLC | 4,310 | $324,068.9 | $370,142.8 | $46,073.9 | 14.22% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 34,711 | $2.35M | $2.98M | $629,210.5 | 26.75% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 286,827 | $21.56M | $24.46M | $2.9M | 13.43% |
Adam Schwallier Schwallier Wealth Management LLC | 376,496 | $21.95M | $32.33M | $10.38M | 47.29% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 400 | $28,504 | $33,968 | $5,464 | 19.17% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 226,368 | $13.21M | $19.42M | $6.22M | 47.06% |
Mariana Coli Dunhill Financial LLC | 2,263 | $168,913.19 | $193,995.67 | $25,082.48 | 14.85% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,483 | $256,574.38 | $298,841.4 | $42,267.02 | 16.47% |
Lukas Lindgren Abound Wealth Management | 465 | $34,549.26 | $39,924.9 | $5,375.64 | 15.56% |
| PS Paul Saltaformaggio Hibernia Wealth Partners LLC | 6,474 | $466,046.82 | $554,983.65 | $88,936.83 | 19.08% |
Bert D. Barre Colonial Trust Co. / SC | 2,476 | $181,466.04 | $212,539.84 | $31,073.8 | 17.12% |
| VL Victoria Latham Fiduciary Alliance LLC | 62,792 | $4M | $5.38M | $1.38M | 34.52% |