| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LV Leah Vaden Redwood Financial Network Corp. | 127,459 | $7.4M | $11.97M | $4.57M | 61.69% |
Ryan Cahill Cahill Wealth Management LLC | 26,335 | $1.54M | $2.39M | $849,547.86 | 55.17% |
Eric Dahm Range Financial Group LLC | 3,567 | $249,334.97 | $323,633.91 | $74,298.94 | 29.8% |
Jeffrey Gilbert Balboa Wealth Partners | 4,000 | $299,560 | $375,520 | $75,960 | 25.36% |
Edward Lowndes Angeles Wealth Management LLC | 2,576 | $212,520 | $233,720.48 | $21,200.48 | 9.98% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 22,694 | $1.06M | $2.13M | $1.07M | 101.16% |
Kevin Zemann WealthPlan Investment Management LLC | 26,170 | $1.88M | $2.37M | $495,488.04 | 26.37% |
Vito Collacuro Sutton Place Investors LLC | 15,099 | $897,777.97 | $1.41M | $516,545.36 | 57.54% |
| TD Teresa Douberly Ridgeline Wealth LLC | 5,302 | $379,535.52 | $481,050.46 | $101,514.94 | 26.75% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 23,421 | $1.62M | $2.19M | $569,049.88 | 35.02% |
Mark Mowrey Signature Resources Capital Management LLC | 6 | $474 | $544.38 | $70.38 | 14.85% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 2,614 | $152,797.64 | $237,168.22 | $84,370.58 | 55.22% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 18,329 | $1.33M | $1.73M | $393,917.12 | 29.52% |
Rachel Faulk Cape Investment Advisory Inc. | 13,791 | $1.09M | $1.29M | $202,455.66 | 18.59% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 262 | $14,263.28 | $24,575.6 | $10,312.32 | 72.3% |
Mariana Coli Dunhill Financial LLC | 169 | $13,361 | $15,865.72 | $2,504.72 | 18.75% |
Lukas Lindgren Abound Wealth Management | 271 | $12,849.68 | $24,587.83 | $11,738.15 | 91.35% |
Loni Adams Daymark Wealth Partners LLC | 22,891 | $1.57M | $2.08M | $509,303.12 | 32.49% |
Jessica Thayer Unique Wealth LLC | 4,127 | $326,280.37 | $374,442.71 | $48,162.34 | 14.76% |
Michael Snyder Beaumont Financial Advisors LLC | 4,049 | $191,934.83 | $367,365.77 | $175,430.94 | 91.4% |