| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFL Safeguard Financial LLC Safeguard Financial LLC | 21,764 | $1.11M | $2.55M | $1.44M | 129.46% |
| DW Darren Woolson Asset Allocation Strategies LLC | 135,186 | $10.52M | $16.62M | $6.09M | 57.9% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 140,478 | $8.06M | $17.28M | $9.22M | 114.45% |
Timothy Gerlach Novem Group | 2,579 | $253,335.01 | $302,104.06 | $48,769.05 | 19.25% |
Christopher Warner WARNER FINANCIAL Inc. | 3,048 | $223,622.17 | $357,042.72 | $133,420.55 | 59.66% |
Jim Clark Worth Asset Management LLC | 1,930 | $229,650.7 | $226,080.2 | -$3,570.5 | -1.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 208,623 | $17.85M | $24.44M | $6.58M | 36.87% |
| LV Leah Vaden Redwood Financial Network Corp. | 8,522 | $659,811.99 | $1.05M | $388,479.25 | 58.88% |
Matthew Heller Willner & Heller LLC | 8,084 | $572,991.59 | $946,959.76 | $373,968.17 | 65.27% |
Jeffrey Gilbert Balboa Wealth Partners | 1,960 | $209,132 | $241,099.6 | $31,967.6 | 15.29% |
Edward Lowndes Angeles Wealth Management LLC | 7,354 | $602,502.68 | $861,447.56 | $258,944.88 | 42.98% |
Kevin Zemann WealthPlan Investment Management LLC | 49,175 | $4.35M | $5.76M | $1.41M | 32.5% |
Joseph Wallace Wallace Advisory Group LLC | 9,868 | $699,073.2 | $1.16M | $456,864.32 | 65.35% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 919 | $69,587.67 | $107,651.66 | $38,063.99 | 54.7% |
Abraham Martinez Amara Financial LLC | 3,726 | $309,503.61 | $458,335.27 | $148,831.66 | 48.09% |
| DAL Drake & Associates LLC Drake & Associates LLC | 378,474 | $29.3M | $46.56M | $17.25M | 58.87% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 30,779 | $3.22M | $3.61M | $388,738.77 | 12.08% |
CJ Harrison DecisionPoint Financial LLC | 600 | $71,064 | $73,506 | $2,442 | 3.44% |
| JG John Ginter Callan Family Office LLC | 13,478 | $1.44M | $1.65M | $216,052.65 | 15.02% |
| TIM Tevis Investment Management Tevis Investment Management | 3,882 | $372,332.16 | $474,263.94 | $101,931.78 | 27.38% |