| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 11,637 | $699,825.13 | $970,060.32 | $270,235.19 | 38.61% |
John Gorlow Cardiff Park Advisors LLC | 2,033 | $126,034.52 | $169,979.13 | $43,944.61 | 34.87% |
| CC Cheung Chan Chemistry Wealth Management LLC | 7,516 | $521,384.92 | $602,181.92 | $80,797 | 15.5% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 3,596 | $219,062.78 | $288,111.52 | $69,048.74 | 31.52% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,064 | $347,094.4 | $485,847.68 | $138,753.28 | 39.98% |
| FCI Family CFO Inc Family CFO Inc | 16,779 | $900,395.61 | $1.34M | $443,937.87 | 49.3% |
| LWL Leo Wealth LLC Leo Wealth LLC | 693,587 | $44.35M | $55.57M | $11.22M | 25.29% |
William Jollie Quent Capital LLC | 80,154 | $4.26M | $6.64M | $2.38M | 55.9% |
Michael Byun SageView Advisory Group LLC | 123,020 | $7.49M | $10.18M | $2.69M | 35.89% |
Adam Grossman Mayport LLC | 31,430 | $1.74M | $2.6M | $864,639.3 | 49.76% |
Timothy Dempsey DHK Financial Advisors Inc. | 8,827 | $470,935.07 | $707,219.24 | $236,284.17 | 50.17% |
Mark Astrinos Libra Wealth LLC | 18,065 | $904,785.28 | $1.49M | $580,880.32 | 64.2% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,470 | $342,753.08 | $438,256.4 | $95,503.32 | 27.86% |
Christopher Warner WARNER FINANCIAL Inc. | 12,990 | $941,311.06 | $1.04M | $99,447.74 | 10.56% |
Benjamin Cauley Carr Financial Group Corp. | 50,200 | $3.04M | $4.13M | $1.09M | 35.67% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,026 | $67,222.35 | $82,203.12 | $14,980.77 | 22.29% |
Abraham Martinez Amara Financial LLC | 17,864 | $1.13M | $1.48M | $353,392.17 | 31.4% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 3,737 | $218,627 | $311,516.32 | $92,889.32 | 42.49% |
Mariana Coli Dunhill Financial LLC | 971 | $61,988.39 | $80,389.09 | $18,400.7 | 29.68% |
Lukas Lindgren Abound Wealth Management | 2,052 | $125,107.04 | $164,406.24 | $39,299.2 | 31.41% |