| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Arthur Garcia Atlas Financial Advisors Inc. | 4,155 | $596,410.55 | $922,659.3 | $326,248.75 | 54.7% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,837 | $218,654.32 | $410,753.2 | $192,098.88 | 87.86% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,091 | $2.49M | $3.84M | $1.36M | 54.52% |
Jeffrey Gilbert Balboa Wealth Partners | 3,628 | $380,194.03 | $799,429.84 | $419,235.81 | 110.27% |
Kevin Zemann WealthPlan Investment Management LLC | 1,136 | $288,521.28 | $250,317.61 | -$38,203.67 | -13.24% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 48,916 | $11.97M | $10.87M | -$1.11M | -9.26% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 16 | $2,517.44 | $3,525.6 | $1,008.16 | 40.05% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,648 | $3.31M | $2.58M | -$723,123.4 | -21.88% |
Mark Mowrey Signature Resources Capital Management LLC | 169 | $44,426.59 | $36,939.17 | -$7,487.42 | -16.85% |
Rachel Faulk Cape Investment Advisory Inc. | 14 | $3,973 | $3,148.18 | -$824.82 | -20.76% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 884 | $207,705 | $194,789.41 | -$12,915.59 | -6.22% |
Lukas Lindgren Abound Wealth Management | 28 | $7,183.93 | $6,302.24 | -$881.69 | -12.27% |
Drew Phillips Fortitude Family Office LLC | 100 | $28,379 | $22,035 | -$6,344 | -22.35% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,098 | $812,970.89 | $1.12M | $310,373.46 | 38.18% |
Victoria Latham Fiduciary Alliance LLC | 1,970 | $416,870.7 | $434,089.52 | $17,218.82 | 4.13% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,415 | $306,991.73 | $314,964.85 | $7,973.12 | 2.6% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,372 | $332,645.64 | $304,638.88 | -$28,006.76 | -8.42% |
Stephen Smith Kestra Investment Management LLC | 1,035 | $253,000.41 | $228,062.26 | -$24,938.15 | -9.86% |
Crystal McKeon TSA Wealth Managment LLC | 4,393 | $1.19M | $988,029.63 | -$197,970.79 | -16.69% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 267 | $46,004.62 | $58,833.45 | $12,828.83 | 27.89% |