| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DW Darren Woolson Asset Allocation Strategies LLC | 40,724 | $1.75M | $2.52M | $775,849.45 | 44.44% |
Bryan Kupchik Capstone Wealth Management Group LLC | 12,218 | $748,474.68 | $727,581.9 | -$20,892.78 | -2.79% |
Brian Levy West Wealth Group LLC | 8,077 | $350,849.61 | $480,985.35 | $130,135.74 | 37.09% |
| CMD Chris M. Denholm Objective Capital Management LLC | 8,689 | $386,089.92 | $517,429.95 | $131,340.03 | 34.02% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,280 | $259,943.37 | $254,874 | -$5,069.37 | -1.95% |
Christopher M. Marks Sterling Investment Counsel LLC | 31,515 | $1.43M | $1.88M | $449,752.82 | 31.52% |
Timothy Gerlach Novem Group | 7,125 | $329,582.6 | $424,293.75 | $94,711.15 | 28.74% |
Amanda Hawley Atria Wealth Solutions Inc. | 80,426 | $3.27M | $4.79M | $1.52M | 46.67% |
| LV Leah Vaden Redwood Financial Network Corp. | 15,076 | $639,658.57 | $866,568.48 | $226,909.91 | 35.47% |
Jeffrey Gilbert Balboa Wealth Partners | 63,963 | $2.86M | $3.68M | $817,606.55 | 28.6% |
Edward Lowndes Angeles Wealth Management LLC | 22,558 | $992,612.67 | $1.34M | $350,716.23 | 35.33% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 82,447 | $3.05M | $4.91M | $1.86M | 61.18% |
Kevin Zemann WealthPlan Investment Management LLC | 35,605 | $2.09M | $2.12M | $29,684.25 | 1.42% |
Vito Collacuro Sutton Place Investors LLC | 57,635 | $1.63M | $3.43M | $1.8M | 109.97% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 162,692 | $6.64M | $9.69M | $3.05M | 45.94% |
Benjamin Cauley Carr Financial Group Corp. | 5,225 | $238,043.1 | $311,148.75 | $73,105.65 | 30.71% |
Michael Stulic Astoria Portfolio Advisors LLC | 12,573 | $567,068.53 | $748,722.15 | $181,653.62 | 32.03% |
| TL Tradewinds LLC Tradewinds LLC | 241 | $12,799.51 | $14,920.31 | $2,120.8 | 16.57% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 239,694 | $10.47M | $14.27M | $3.8M | 36.34% |
Nolan Baker Retirement Guys Formula LLC | 4,962 | $201,705.55 | $295,487.1 | $93,781.55 | 46.49% |