| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JRF James Reed Financial Services Inc. James Reed Financial Services Inc. | 2,381 | $245,957.3 | $297,720.24 | $51,762.94 | 21.05% |
Michael Hackman HFG Advisors Inc. | 3,610 | $278,311.14 | $461,791.2 | $183,480.06 | 65.93% |
W. Travis McKinney HB Wealth Management LLC | 169,616 | $14.35M | $21.69M | $7.34M | 51.13% |
Paul Elam Oak Harbor Wealth Partners LLC | 15 | $1,826.25 | $1,897.05 | $70.8 | 3.88% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,062 | $372,777.8 | $384,434.1 | $11,656.3 | 3.13% |
William Jollie Quent Capital LLC | 1.12M | $78.11M | $143.23M | $65.13M | 83.38% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,312 | $758,851.88 | $1.05M | $291,743.36 | 38.45% |
| EM Erin Mccann Simplicity Wealth LLC | 1,637 | $209,224.97 | $208,504.69 | -$720.28 | -0.34% |
Michael Byun SageView Advisory Group LLC | 1.93M | $190.96M | $242.43M | $51.48M | 26.96% |
Penny Paul Andina Capital Management LLC | 13,893 | $1.45M | $1.77M | $314,014.51 | 21.61% |
Dan Mohr Retireful LLC | 3,208 | $413,896.17 | $408,346.32 | -$5,549.85 | -1.34% |
Samuel Miller Kraft, Davis & Associates LLC | 3,584 | $419,560.7 | $454,809.6 | $35,248.9 | 8.4% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 689 | $75,576.41 | $86,324.81 | $10,748.4 | 14.22% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 10,885 | $683,610.93 | $1.39M | $709,505.79 | 103.79% |
Timothy Dempsey DHK Financial Advisors Inc. | 14,550 | $1.35M | $1.85M | $502,920.75 | 37.25% |
Mark Fiskio Empirical Asset Management LLC | 1,898 | $242,583.38 | $238,559.62 | -$4,023.76 | -1.66% |
Amanda Hawley Atria Wealth Solutions Inc. | 175,730 | $16.23M | $22.47M | $6.25M | 38.49% |
Craig Johnsen Fortitude Advisory Group LLC | 4,552 | $381,555.94 | $582,155.28 | $200,599.34 | 52.57% |
Jeffrey Gilbert Balboa Wealth Partners | 5,483 | $700,782.23 | $687,403.71 | -$13,378.52 | -1.91% |
Edward Lowndes Angeles Wealth Management LLC | 1,819 | $232,486.39 | $228,229.93 | -$4,256.46 | -1.83% |