| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen Schrum Schrum Private Wealth Management LLC | 7,243 | $886,561.35 | $1.17M | $279,344.36 | 31.51% |
Samuel Miller Kraft, Davis & Associates LLC | 1,573 | $162,459.48 | $245,167.78 | $82,708.3 | 50.91% |
Adam Grossman Mayport LLC | 13,281 | $1.73M | $2.14M | $415,670.39 | 24.08% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 6,791 | $664,553.54 | $1.06M | $393,891.72 | 59.27% |
Timothy Dempsey DHK Financial Advisors Inc. | 122,314 | $11.91M | $19.06M | $7.16M | 60.08% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,753 | $225,358.35 | $273,222.58 | $47,864.23 | 21.24% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,972 | $933,578.1 | $1.24M | $308,937.82 | 33.09% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 183,744 | $24.16M | $28.64M | $4.48M | 18.54% |
Daniel Ronan Catalyst Financial Partners LLC | 7,916 | $687,682.44 | $1.23M | $546,105.32 | 79.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,767 | $1.12M | $1.83M | $711,892.71 | 63.44% |
Eric Dahm Range Financial Group LLC | 1,458 | $228,833.1 | $227,243.88 | -$1,589.22 | -0.69% |
Jeffrey Gilbert Balboa Wealth Partners | 2,050 | $282,741.68 | $329,988.5 | $47,246.82 | 16.71% |
Edward Lowndes Angeles Wealth Management LLC | 1.52M | $162.44M | $236.15M | $73.71M | 45.37% |
Benjamin Cauley Carr Financial Group Corp. | 1,679 | $201,260.86 | $268,925.43 | $67,664.57 | 33.62% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,870 | $764,346.5 | $759,038.2 | -$5,308.3 | -0.69% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,988 | $274,899.65 | $309,849.68 | $34,950.03 | 12.71% |
Joseph Wallace Wallace Advisory Group LLC | 4,855 | $684,846.28 | $756,700.3 | $71,854.02 | 10.49% |
William Cantus Pacific Sage Partners LLC | 1,981 | $276,876.81 | $317,296.77 | $40,419.96 | 14.6% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 472,232 | $45.54M | $75.83M | $30.29M | 66.52% |
CJ Harrison DecisionPoint Financial LLC | 2,048 | $184,339.78 | $328,878.08 | $144,538.3 | 78.41% |