| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 10,122 | $2.39M | $3.87M | $1.48M | 61.73% |
| EM Erin Mccann Simplicity Wealth LLC | 2,101 | $546,340.38 | $798,169.9 | $251,829.52 | 46.09% |
Joseph J. Costigan apricus wealth LLC | 1,033 | $220,061.31 | $392,436.7 | $172,375.39 | 78.33% |
Michael Byun SageView Advisory Group LLC | 4,597 | $856,195.8 | $1.76M | $899,467.45 | 105.05% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 15,779 | $3.48M | $6.2M | $2.72M | 78.03% |
Dan Mohr Retireful LLC | 862 | $233,774.4 | $327,473.8 | $93,699.4 | 40.08% |
Katie Christensen iSAM Funds UKK) Ltd | 9,813 | $3.12M | $3.75M | $624,891.66 | 20.02% |
Kristen Williams Athena Investment Management | 2,266 | $378,191.98 | $860,853.4 | $482,661.42 | 127.62% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 40 | $10,848 | $15,276.6 | $4,428.6 | 40.82% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 712 | $232,284.87 | $271,855.84 | $39,570.97 | 17.04% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,087 | $962,773.42 | $1.56M | $598,113.18 | 62.12% |
| MC Molly Crider Walker Asset Management LLC | 654 | $208,221.62 | $254,526.99 | $46,305.37 | 22.24% |
Mark Astrinos Libra Wealth LLC | 1,508 | $304,481.59 | $575,784.56 | $271,302.97 | 89.1% |
Christopher M. Marks Sterling Investment Counsel LLC | 5,218 | $1.26M | $1.99M | $732,653.55 | 58.14% |
Mark Fiskio Empirical Asset Management LLC | 1,384 | $294,596.64 | $528,570.36 | $233,973.72 | 79.42% |
| TG Timothy Gerlach Novem Group | 945 | $203,446.87 | $360,909.67 | $157,462.8 | 77.4% |
Daniel Ronan Catalyst Financial Partners LLC | 3,015 | $660,249.74 | $1.16M | $498,961.68 | 75.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,957 | $1.13M | $1.89M | $761,479.76 | 67.34% |
| SM Sean Murray Quantum Financial Advisors LLC | 920 | $221,094.7 | $353,722.89 | $132,628.19 | 59.99% |
| EL Edward Lowndes Angeles Wealth Management LLC | 4,275 | $871,576.54 | $1.64M | $772,081.44 | 88.58% |