| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 1,452 | $198,536.42 | $277,535.28 | $78,998.86 | 39.79% |
Dalila Toledo Ascent Group LLC | 10,898 | $1.4M | $2.08M | $679,629.56 | 48.43% |
| EM Erin Mccann Simplicity Wealth LLC | 6,671 | $951,084.77 | $1.29M | $335,817.84 | 35.31% |
Patrick O'Connell Security Financial Services Inc. | 1,517 | $219,793.25 | $289,959.38 | $70,166.13 | 31.92% |
Michael Byun SageView Advisory Group LLC | 11,444 | $1.25M | $2.26M | $1.01M | 80.64% |
Owen Schrum Schrum Private Wealth Management LLC | 2,763 | $298,416.1 | $546,051.69 | $247,635.59 | 82.98% |
Timothy Dempsey DHK Financial Advisors Inc. | 10,572 | $1.1M | $2.02M | $925,446.82 | 84.49% |
Brian Levy West Wealth Group LLC | 5,511 | $643,809.61 | $1.06M | $419,317.4 | 65.13% |
Scott Williams Investmark Advisory Group LLC | 1,416 | $201,341.04 | $279,844.08 | $78,503.04 | 38.99% |
Christopher Warner WARNER FINANCIAL Inc. | 11,742 | $1.08M | $2.24M | $1.16M | 106.94% |
Angela Cox W Advisors LLC | 2,552 | $276,726.61 | $487,789.28 | $211,062.67 | 76.27% |
Kevin Zemann WealthPlan Investment Management LLC | 1,897 | $214,759.37 | $362,592.58 | $147,833.21 | 68.84% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 279 | $30,423 | $53,328.06 | $22,905.06 | 75.29% |
Brad Saenz Coastwise Capital Group LLC | 1,221 | $243,968.01 | $233,381.94 | -$10,586.07 | -4.34% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 57,879 | $8.23M | $11.17M | $2.94M | 35.67% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 4,485 | $720,795.36 | $915,298.81 | $194,503.45 | 26.98% |
Rachel Faulk Cape Investment Advisory Inc. | 51 | $10,190 | $9,838.41 | -$351.59 | -3.45% |
Lukas Lindgren Abound Wealth Management | 167 | $18,194.58 | $31,920.38 | $13,725.8 | 75.44% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 231,953 | $24.98M | $44.75M | $19.77M | 79.12% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,047 | $583,012.82 | $773,543.58 | $190,530.76 | 32.68% |