| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Liebman Amplius Wealth Advisors LLC | 7,530 | $751,172.9 | $820,995.89 | $69,822.99 | 9.3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 391 | $43,648.47 | $42,630.73 | -$1,017.74 | -2.33% |
Dominic Corabi Wedmont Private Capital | 21,032 | $1.52M | $2.29M | $774,664.26 | 51.02% |
Steve Wachs Legacy CG LLC | 75,193 | $8.7M | $8.2M | -$500,785.46 | -5.76% |
Matt Shibata Morling Financial Advisors LLC | 25 | $2,892.25 | $2,826.5 | -$65.75 | -2.27% |
Taylor Jobe MKT Advisors LLC | 1,953 | $225,942.57 | $212,935.59 | -$13,006.98 | -5.76% |
John Gorlow Cardiff Park Advisors LLC | 41,181 | $2.71M | $4.79M | $2.09M | 77.1% |
Samantha Pierangeli City State Bank | 200 | $12,870 | $21,806 | $8,936 | 69.43% |
W. Travis McKinney HB Wealth Management LLC | 32,373 | $2.45M | $3.53M | $1.08M | 44.2% |
Christopher Clancy Global Wealth Strategies & Associates | 67,881 | $6.78M | $7.4M | $623,770.53 | 9.2% |
| EM Erin Mccann Simplicity Wealth LLC | 2,317 | $168,392.14 | $261,960.02 | $93,567.88 | 55.57% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 12,080 | $982,789.98 | $1.32M | $334,292.41 | 34.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,637 | $744,833.94 | $1.16M | $414,918.16 | 55.71% |
Sean Murray Quantum Financial Advisors LLC | 2,290 | $188,192.2 | $249,678.7 | $61,486.5 | 32.67% |
Edward Lowndes Angeles Wealth Management LLC | 177 | $16,000.8 | $19,298.31 | $3,297.51 | 20.61% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 168 | $14,231.12 | $18,317.04 | $4,085.92 | 28.71% |
Brook Hart Presilium Private Wealth LLC | 274,048 | $18.92M | $29.88M | $10.96M | 57.93% |
David Hunter Horizons Wealth Management | 244 | $22,057.6 | $26,603.32 | $4,545.72 | 20.61% |
Mariana Coli Dunhill Financial LLC | 30 | $2,478.57 | $3,412.8 | $934.23 | 37.69% |
Lukas Lindgren Abound Wealth Management | 37 | $3,616.05 | $4,034.11 | $418.06 | 11.56% |