| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 857 | $71,654 | $75,938.77 | $4,284.77 | 5.98% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 2,978 | $210,947.98 | $263,538.11 | $52,590.13 | 24.93% |
Adam Grossman Mayport LLC | 6,511 | $419,902.65 | $576,939.71 | $157,037.06 | 37.4% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,705 | $523,306.88 | $684,974.5 | $161,667.62 | 30.89% |
Christopher Warner WARNER FINANCIAL Inc. | 5,262 | $415,263.83 | $466,265.82 | $51,001.99 | 12.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,403 | $260,441.03 | $390,480.05 | $130,039.02 | 49.93% |
| EL Edward Lowndes Angeles Wealth Management LLC | 780,382 | $54.67M | $69.24M | $14.57M | 26.65% |
Angela Cox W Advisors LLC | 2,832 | $219,480 | $251,269.2 | $31,789.2 | 14.48% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,980 | $499,988.68 | $530,994.1 | $31,005.42 | 6.2% |
Brad Saenz Coastwise Capital Group LLC | 2,670 | $171,034.04 | $237,950.4 | $66,916.36 | 39.12% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 115 | $9,479.45 | $10,177.73 | $698.28 | 7.37% |
Jeffrey Jones Cypress Financial Planning LLC | 12,783 | $860,574.45 | $1.13M | $273,597.22 | 31.79% |
| JB Jodi Burnett Invictus Private Wealth LLC | 151,069 | $12.08M | $13.4M | $1.32M | 10.94% |
Brook Hart Presilium Private Wealth LLC | 638,590 | $39.57M | $56.66M | $17.09M | 43.17% |
David Hunter Horizons Wealth Management | 309 | $25,835.49 | $27,416.02 | $1,580.53 | 6.12% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 4,569 | $241,334.58 | $405,201.76 | $163,867.18 | 67.9% |
Mariana Coli Dunhill Financial LLC | 4,218 | $347,689 | $374,073.33 | $26,384.33 | 7.59% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,238 | $252,170.28 | $287,291.55 | $35,121.27 | 13.93% |
Lukas Lindgren Abound Wealth Management | 1,616 | $116,880.67 | $143,662.4 | $26,781.73 | 22.91% |
| RR Roberto Roman MGO Private Wealth LLC | 15,879 | $1.11M | $1.41M | $302,242.71 | 27.33% |