| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 10,784 | $3.1M | $3.62M | $518,658.78 | 16.72% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,636 | $385,864.9 | $554,800.32 | $168,935.42 | 43.78% |
Edward Lowndes Angeles Wealth Management LLC | 17 | $5,634.31 | $5,708.77 | $74.46 | 1.32% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 136 | $39,110.54 | $46,019.68 | $6,909.14 | 17.67% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,726 | $3.18M | $3.62M | $448,018.32 | 14.1% |
| JG John Ginter Callan Family Office LLC | 219,190 | $65.83M | $74.12M | $8.29M | 12.6% |
Jeffrey D. Munjack JDM Financial Group LLC | 59 | $10,133.25 | $19,864.41 | $9,731.16 | 96.03% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 613 | $203,310.01 | $207,570.99 | $4,260.98 | 2.1% |
Jesse Haller Compass Financial Group Inc./SD | 4,665 | $801,000 | $1.58M | $780,808.2 | 97.48% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 150 | $43,136 | $50,238 | $7,102 | 16.46% |
David Gutierrez Gutierrez Wealth Advisory LLC | 1,563 | $483,413.86 | $528,887.94 | $45,474.08 | 9.41% |
Courtney Holt Compound Planning, Inc. | 1,106 | $251,163.25 | $374,038.14 | $122,874.89 | 48.92% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 1,191 | $316,939.42 | $404,118.21 | $87,178.79 | 27.51% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,126 | $918,479.01 | $1.06M | $139,375.02 | 15.17% |
Alisha Arvold Christopher J. Hasenberg, Inc | 12,886 | $2.96M | $4.35M | $1.4M | 47.28% |
Thomas Dobbins New Republic Capital, LLC | 1,243 | $344,018.62 | $418,294.36 | $74,275.74 | 21.59% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 2,422 | $483,989.85 | $821,251.76 | $337,261.91 | 69.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,913 | $785,574.99 | $983,283.12 | $197,708.13 | 25.17% |
Kevin Orr Centennial Bank/AR/ | 4,661 | $1.24M | $1.57M | $331,322.81 | 26.78% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,597 | $746,831.67 | $878,837.78 | $132,006.11 | 17.68% |