| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFL Safeguard Financial LLC Safeguard Financial LLC | 72,790 | $17.16M | $24.78M | $7.62M | 44.41% |
| DW Darren Woolson Asset Allocation Strategies LLC | 826 | $244,399.32 | $302,225.15 | $57,825.83 | 23.66% |
Bryan Kupchik Capstone Wealth Management Group LLC | 673 | $200,298.26 | $229,129.57 | $28,831.31 | 14.39% |
Scott Williams Investmark Advisory Group LLC | 3,745 | $840,762.39 | $1.35M | $510,358.71 | 60.7% |
Christopher Warner WARNER FINANCIAL Inc. | 13,156 | $3.38M | $4.48M | $1.1M | 32.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,105 | $1.9M | $2.42M | $517,658.76 | 27.23% |
Matthew Heller Willner & Heller LLC | 3,769 | $1.05M | $1.28M | $235,582.84 | 22.49% |
Edward Lowndes Angeles Wealth Management LLC | 2,134 | $603,681.22 | $726,541.62 | $122,860.4 | 20.35% |
Kevin Zemann WealthPlan Investment Management LLC | 1,250 | $350,238.7 | $425,574.99 | $75,336.29 | 21.51% |
Vito Collacuro Sutton Place Investors LLC | 949 | $216,891.77 | $334,152.39 | $117,260.62 | 54.06% |
Benjamin Cauley Carr Financial Group Corp. | 656 | $240,032 | $230,984.16 | -$9,047.84 | -3.77% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 427 | $92,442.69 | $145,376.42 | $52,933.73 | 57.26% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 4,733 | $1.3M | $1.61M | $315,475.03 | 24.34% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 485 | $146,714.12 | $165,123.1 | $18,408.98 | 12.55% |
Jeffrey Jones Cypress Financial Planning LLC | 836 | $305,725.21 | $284,624.55 | -$21,100.66 | -6.9% |
CJ Harrison DecisionPoint Financial LLC | 10 | $2,298 | $3,534.7 | $1,236.7 | 53.82% |
| JG John Ginter Callan Family Office LLC | 687 | $207,509.53 | $246,921.54 | $39,412.01 | 18.99% |
| JB Jodi Burnett Invictus Private Wealth LLC | 1,099 | $220,558.85 | $374,165.53 | $153,606.68 | 69.64% |
Brook Hart Presilium Private Wealth LLC | 54,594 | $12.46M | $18.59M | $6.13M | 49.17% |
Mark Mowrey Signature Resources Capital Management LLC | 74 | $22,626.6 | $25,194.04 | $2,567.44 | 11.35% |