| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Clancy Global Wealth Strategies & Associates | 1,900 | $367,442 | $640,280.98 | $272,838.98 | 74.25% |
Christopher Schurmann Summit Investment Advisory Services LLC | 1,053 | $291,640.06 | $354,850.46 | $63,210.4 | 21.67% |
Kristofer Gray Integrity Financial Corp. /WA | 114 | $44,534.1 | $38,416.86 | -$6,117.24 | -13.74% |
Samuel Miller Kraft, Davis & Associates LLC | 957 | $193,141.74 | $322,499.42 | $129,357.68 | 66.98% |
Adam Grossman Mayport LLC | 960 | $227,788.8 | $348,019.19 | $120,230.39 | 52.78% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,512 | $590,662.78 | $548,130.22 | -$42,532.56 | -7.2% |
CJ Harrison DecisionPoint Financial LLC | 370 | $139,405 | $124,686.3 | -$14,718.7 | -10.56% |
Drew Phillips Fortitude Family Office LLC | 1,000 | $201,820 | $336,989.99 | $135,169.99 | 66.98% |
Morgan Carter RFP Financial Group LLC | 906 | $354,063 | $332,103.36 | -$21,959.64 | -6.2% |
Bepin Serraj Richard W. Paul & Associates LLC | 284 | $55,451.08 | $102,455.84 | $47,004.76 | 84.77% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,116 | $183,185.76 | $376,080.83 | $192,895.07 | 105.3% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 855 | $237,587.4 | $308,449.81 | $70,862.41 | 29.83% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,350 | $375,138 | $494,856 | $119,718 | 31.91% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 73 | $9,368.6 | $24,600.27 | $15,231.67 | 162.58% |
Annmarie Young KPP Advisory Services LLC | 9,562 | $2.56M | $3.22M | $661,025.38 | 25.81% |
Elliot Kallen Prosperity Wealth Management, Inc. | 804 | $156,929.99 | $270,939.95 | $114,009.96 | 72.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 594 | $160,327.82 | $200,172.05 | $39,844.23 | 24.85% |
Menachem Striks Morton Capital Management LLC/CA | 800 | $204,224 | $269,591.99 | $65,367.99 | 32.01% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 838 | $327,444 | $282,397.61 | -$45,046.39 | -13.76% |
Brad Sayre Shared Vision Wealth Group LLC | 781 | $305,000 | $263,189.18 | -$41,810.82 | -13.71% |