| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 1,281 | $323,403.95 | $366,481.29 | $43,077.34 | 13.32% |
| KB Kimberly Byrne Bill Few Associates Inc. | 13,947 | $3.44M | $3.85M | $405,624.4 | 11.78% |
Nichole Raftopoulos Nvest Financial LLC | 8,593 | $2.25M | $2.47M | $216,220.76 | 9.61% |
Chad Soukup jvl associates LLC | 1,176 | $263,482.68 | $339,111.36 | $75,628.68 | 28.7% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,748 | $430,395.61 | $504,997.2 | $74,601.59 | 17.33% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,409 | $1.05M | $1.27M | $219,018.32 | 20.92% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,667 | $416,095.87 | $477,103.73 | $61,007.86 | 14.66% |
Christopher M. Marks Sterling Investment Counsel LLC | 923 | $206,705.85 | $264,928.69 | $58,222.84 | 28.17% |
Mark Fiskio Empirical Asset Management LLC | 2,863 | $840,220.95 | $819,133.22 | -$21,087.73 | -2.51% |
Jim Clark Worth Asset Management LLC | 4,055 | $1.07M | $1.12M | $51,863.45 | 4.86% |
Daniel Ronan Catalyst Financial Partners LLC | 2,850 | $697,264.02 | $815,613 | $118,348.98 | 16.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,149 | $1.27M | $1.19M | -$82,482.12 | -6.51% |
Matthew Heller Willner & Heller LLC | 1,986 | $484,745.06 | $568,651.38 | $83,906.32 | 17.31% |
Eric Dahm Range Financial Group LLC | 2,448 | $625,274.26 | $702,551.52 | $77,277.26 | 12.36% |
Jeffrey Gilbert Balboa Wealth Partners | 949 | $212,528.55 | $271,371.29 | $58,842.74 | 27.69% |
Edward Lowndes Angeles Wealth Management LLC | 3,291 | $791,105.98 | $941,522.19 | $150,416.21 | 19.01% |
Angela Cox W Advisors LLC | 1,456 | $357,068.04 | $418,237.75 | $61,169.71 | 17.13% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 1,371 | $312,485.44 | $394,834.29 | $82,348.85 | 26.35% |
Kevin Zemann WealthPlan Investment Management LLC | 2,358 | $597,228.41 | $673,562.68 | $76,334.27 | 12.78% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,736 | $793,050.18 | $783,180 | -$9,870.18 | -1.24% |