| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Morgan Christen Spinnaker Investment Group LLC | 2,639 | $220,646.79 | $239,067.01 | $18,420.22 | 8.35% |
Randy D. Kurtz Upper Left Wealth Management LLC | 2,709 | $168,908.77 | $245,408.31 | $76,499.54 | 45.29% |
W. Travis McKinney HB Wealth Management LLC | 16,591 | $1.37M | $1.5M | $133,642.03 | 9.76% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 10,470 | $684,252.69 | $948,477.3 | $264,224.61 | 38.62% |
Kenyon Lederer Pinnacle Wealth Management LLC | 2,326 | $205,944.04 | $210,712.34 | $4,768.3 | 2.32% |
Michael O'Connor Capasso Planning Partners LLC | 4,888 | $378,820 | $450,184.8 | $71,364.8 | 18.84% |
| LWL Leo Wealth LLC Leo Wealth LLC | 166,263 | $13.15M | $15.06M | $1.91M | 14.55% |
Marc H. Stone Tyler-Stone Wealth Management | 3,050 | $214,140.5 | $276,299.5 | $62,159 | 29.03% |
Missy Straw Nilsine Partners LLC | 2,326 | $201,315 | $210,712.34 | $9,397.34 | 4.67% |
| EM Erin Mccann Simplicity Wealth LLC | 2,330 | $194,541.08 | $214,010.5 | $19,469.42 | 10.01% |
Adam Grossman Mayport LLC | 6,514 | $420,168.27 | $603,261.54 | $183,093.27 | 43.58% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,480 | $507,779.64 | $677,613.2 | $169,833.56 | 33.45% |
Christopher Warner WARNER FINANCIAL Inc. | 5,262 | $415,263.83 | $476,684.58 | $61,420.75 | 14.79% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,403 | $260,441.03 | $398,867.77 | $138,426.74 | 53.15% |
Edward Lowndes Angeles Wealth Management LLC | 817,271 | $57.94M | $74.04M | $16.1M | 27.79% |
Angela Cox W Advisors LLC | 2,832 | $219,480 | $256,550.88 | $37,070.88 | 16.89% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,980 | $499,988.68 | $541,728.2 | $41,739.52 | 8.35% |
Brad Saenz Coastwise Capital Group LLC | 2,706 | $174,221.48 | $245,136.54 | $70,915.06 | 40.7% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 115 | $9,479.45 | $10,417.85 | $938.4 | 9.9% |
Jeffrey Jones Cypress Financial Planning LLC | 12,783 | $860,574.45 | $1.16M | $297,437.52 | 34.56% |