| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,316 | $537,089.12 | $727,270.29 | $190,181.17 | 35.41% |
Dalila Toledo Ascent Group LLC | 26,798 | $6.32M | $7.92M | $1.6M | 25.28% |
| EM Erin Mccann Simplicity Wealth LLC | 2,262 | $650,571.4 | $685,827.09 | $35,255.69 | 5.42% |
Jason DeBerry BancFirst Trust & Investment Management | 696 | $213,184.79 | $205,681.91 | -$7,502.88 | -3.52% |
Michael Byun SageView Advisory Group LLC | 9,919 | $2.35M | $3.04M | $686,228.05 | 29.19% |
David T. Morgan High Net Worth Advisory Group LLC | 3,472 | $971,620.63 | $1.03M | $54,424.78 | 5.6% |
Mark Vicencio Lowery Thomas LLC | 7,445 | $1.58M | $2.2M | $619,552.94 | 39.2% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 6,968 | $1.44M | $2.06M | $623,922.81 | 43.47% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,766 | $1.05M | $1.11M | $61,687.04 | 5.87% |
Christopher Warner WARNER FINANCIAL Inc. | 5,014 | $1.11M | $1.48M | $367,265.82 | 32.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,529 | $5.19M | $6.36M | $1.17M | 22.56% |
Matthew Heller Willner & Heller LLC | 1,995 | $503,817.13 | $589,562.38 | $85,745.25 | 17.02% |
Ryan Cahill Cahill Wealth Management LLC | 2,620 | $561,780.27 | $774,262.37 | $212,482.1 | 37.82% |
Jeffrey Gilbert Balboa Wealth Partners | 1,826 | $559,303.78 | $559,102.94 | -$200.84 | -0.04% |
Edward Lowndes Angeles Wealth Management LLC | 305 | $73,881.23 | $90,133.6 | $16,252.37 | 22% |
Rosemarie Ranzie Stage Harbor Financial LLC | 1,015 | $298,197 | $310,782.85 | $12,585.85 | 4.22% |
Abraham Martinez Amara Financial LLC | 1,482 | $410,473.99 | $453,773.58 | $43,299.59 | 10.55% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 5,083 | $1.23M | $1.5M | $269,198.87 | 21.83% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 275 | $52,497.27 | $81,268 | $28,770.73 | 54.8% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 23,753 | $6.76M | $7.02M | $261,781.11 | 3.87% |