| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 11,230 | $815,780.4 | $966,790.66 | $151,010.26 | 18.51% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,766 | $308,579.85 | $320,298.31 | $11,718.46 | 3.8% |
William Jollie Quent Capital LLC | 60 | $4,984.2 | $5,107.2 | $123 | 2.47% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 3,241 | $238,161.93 | $275,647.06 | $37,485.13 | 15.74% |
Dalila Toledo Ascent Group LLC | 4,857 | $398,795.48 | $413,087.86 | $14,292.38 | 3.58% |
| EM Erin Mccann Simplicity Wealth LLC | 26,198 | $2.13M | $2.23M | $101,557.77 | 4.77% |
| DW Darren Woolson Asset Allocation Strategies LLC | 11,453 | $879,882.6 | $985,816.94 | $105,934.34 | 12.04% |
| CMD Chris M. Denholm Objective Capital Management LLC | 13,466 | $1.04M | $1.15M | $109,779.67 | 10.6% |
Mark Fiskio Empirical Asset Management LLC | 6,882 | $528,855.19 | $585,795.84 | $56,940.65 | 10.77% |
Timothy Gerlach Novem Group | 3,107 | $258,135 | $264,250.36 | $6,115.36 | 2.37% |
Christopher Warner WARNER FINANCIAL Inc. | 3,413 | $262,914.68 | $290,275.66 | $27,360.98 | 10.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 86,029 | $6.47M | $7.32M | $847,840.29 | 13.11% |
| LV Leah Vaden Redwood Financial Network Corp. | 14,629 | $1.13M | $1.25M | $115,967.45 | 10.27% |
Jeffrey Gilbert Balboa Wealth Partners | 4,475 | $346,112.93 | $380,912 | $34,799.07 | 10.05% |
Edward Lowndes Angeles Wealth Management LLC | 1,801 | $139,901.68 | $153,175.06 | $13,273.38 | 9.49% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 195,321 | $14.59M | $16.61M | $2.02M | 13.83% |
Nolan Baker Retirement Guys Formula LLC | 29,815 | $2.31M | $2.54M | $229,033.61 | 9.93% |
Tom Deck Bricktown Capital LLC | 8,508 | $651,542.75 | $723,605.43 | $72,062.68 | 11.06% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 872 | $71,486.56 | $74,163.6 | $2,677.04 | 3.74% |
Rodrigo Diaz Plan Group Financial LLC | 3,667 | $287,562.21 | $311,878.36 | $24,316.15 | 8.46% |