| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,175 | $318,462.77 | $417,855.37 | $99,392.6 | 31.21% |
Christopher Warner WARNER FINANCIAL Inc. | 12,990 | $941,311.06 | $1.04M | $99,187.94 | 10.54% |
Benjamin Cauley Carr Financial Group Corp. | 41,988 | $2.37M | $3.37M | $1.01M | 42.51% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,026 | $67,222.35 | $82,562.22 | $15,339.87 | 22.82% |
Abraham Martinez Amara Financial LLC | 16,768 | $1.04M | $1.35M | $311,652.04 | 30.1% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 3,317 | $184,044.2 | $266,620.46 | $82,576.26 | 44.87% |
Mariana Coli Dunhill Financial LLC | 971 | $61,988.39 | $78,048.98 | $16,060.59 | 25.91% |
Lukas Lindgren Abound Wealth Management | 2,046 | $124,612.9 | $165,204.27 | $40,591.37 | 32.57% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 6,792 | $360,403.87 | $545,940.96 | $185,537.09 | 51.48% |
Belena Vincetti Fortis Capital Advisors LLC | 3,314 | $237,713 | $266,155.62 | $28,442.62 | 11.97% |
Kevin Gray Lodestar Private Asset Management LLC | 14,340 | $865,038.68 | $1.15M | $286,642.57 | 33.14% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 427 | $30,629 | $34,288.1 | $3,659.1 | 11.95% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 3,730 | $267,142.6 | $300,078.5 | $32,935.9 | 12.33% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 3,224 | $193,252.98 | $259,370.8 | $66,117.82 | 34.21% |
Christopher E. Jaccard Financial Alternatives Inc. | 3,017 | $209,290 | $242,717.65 | $33,427.65 | 15.97% |
| PW Pavin White 25 LLC | 4,077 | $267,092.85 | $327,994.65 | $60,901.8 | 22.8% |
Matthew T. Miler MilWealth Group LLC | 6,483 | $358,201.47 | $521,298.03 | $163,096.56 | 45.53% |
| AW Ariel Weisbard Values Added Financial LLC | 11,790 | $655,287.75 | $948,033.9 | $292,746.15 | 44.67% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 2,789 | $200,055 | $224,263.49 | $24,208.49 | 12.1% |
Courtney Holt Compound Planning, Inc. | 9,559 | $568,553.79 | $767,777.92 | $199,224.13 | 35.04% |