| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OS Owen Schrum Schrum Private Wealth Management LLC | 3,220 | $341,625.63 | $612,315.2 | $270,689.57 | 79.24% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 10,572 | $1.1M | $2.01M | $913,875.77 | 83.44% |
Brian Levy West Wealth Group LLC | 5,491 | $639,813.41 | $1.04M | $403,726.43 | 63.1% |
| SW Scott Williams Investmark Advisory Group LLC | 1,416 | $201,341.04 | $269,592.24 | $68,251.2 | 33.9% |
Christopher Warner WARNER FINANCIAL Inc. | 11,742 | $1.08M | $2.23M | $1.15M | 105.65% |
Angela Cox W Advisors LLC | 2,551 | $276,526.8 | $485,684.89 | $209,158.09 | 75.64% |
Kevin Zemann WealthPlan Investment Management LLC | 1,897 | $214,759.37 | $361,169.83 | $146,410.46 | 68.17% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 279 | $30,423 | $52,966.75 | $22,543.75 | 74.1% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 75,231 | $9.93M | $14.3M | $4.37M | 44.07% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 3,044 | $432,845 | $579,121 | $146,276 | 33.79% |
Mariana Coli Dunhill Financial LLC | 15 | $2,132 | $2,851.57 | $719.57 | 33.75% |
Lukas Lindgren Abound Wealth Management | 167 | $18,194.58 | $31,920.38 | $13,725.8 | 75.44% |
| TPM Thomas P. Mullooly Mullooly Asset Management Inc. | 243,736 | $26.24M | $46.37M | $20.13M | 76.73% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,916 | $556,836 | $744,451.18 | $187,615.18 | 33.69% |
Loni Adams Daymark Wealth Partners LLC | 2,674 | $329,984.89 | $508,795.35 | $178,810.46 | 54.19% |
| SA Steve Alexandrowski GEM Asset Management LLC | 3,185 | $306,575.39 | $606,025.87 | $299,450.48 | 97.68% |
Andy Peters Goldstein Advisors LLC | 2,958 | $271,743.23 | $561,295.29 | $289,552.06 | 106.55% |
Jeffrey Hanson Breakwater Capital Group | 5,042 | $668,937.49 | $956,744.71 | $287,807.22 | 43.02% |
| MV Moises Valladares Insigneo Advisory Services LLC | 5,873 | $545,512.5 | $1.12M | $570,386.86 | 104.56% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,646 | $1.66M | $2.21M | $551,828.22 | 33.32% |