| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 1,460 | $172,481.7 | $285,313.2 | $112,831.5 | 65.42% |
Allison Tronnes Forum Financial Management LP | 3,292 | $559,244.96 | $643,322.64 | $84,077.68 | 15.03% |
Edward A. McDonough McDonough Capital Management Inc. | 2,275 | $235,636.78 | $416,711.75 | $181,074.97 | 76.84% |
William Jollie Quent Capital LLC | 3,209 | $383,648.67 | $595,526.22 | $211,877.55 | 55.23% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,104 | $357,427.52 | $411,163.68 | $53,736.16 | 15.03% |
Missy Straw Nilsine Partners LLC | 32,657 | $5.26M | $6.38M | $1.12M | 21.31% |
Dalila Toledo Ascent Group LLC | 134,857 | $14.22M | $24.51M | $10.29M | 72.38% |
| EM Erin Mccann Simplicity Wealth LLC | 4,953 | $567,906.92 | $906,720.94 | $338,814.02 | 59.66% |
Ed West Values First Advisors Inc. | 2 | $262.06 | $390.84 | $128.78 | 49.14% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 1,792 | $261,112 | $327,819.52 | $66,707.52 | 25.55% |
Michael Byun SageView Advisory Group LLC | 8,419 | $1.03M | $1.65M | $613,029.6 | 59.39% |
James Peterson Nearwater Capital Markets Ltd. | 319,000 | $41.12M | $59.14M | $18.01M | 43.8% |
Taro Kuriyama Axq Capita LLP | 3,183 | $417,068.48 | $582,282.1 | $165,213.62 | 39.61% |
Thomas Mason Mason & Associates Inc. | 2,357 | $400,407.16 | $460,604.94 | $60,197.78 | 15.03% |
David T. Morgan High Net Worth Advisory Group LLC | 2,300 | $235,313 | $449,466 | $214,153 | 91.01% |
Dan Mohr Retireful LLC | 11,167 | $1.95M | $2.04M | $93,771.61 | 4.82% |
Jason Matthews Kfg Wealth Management LLC | 3,469 | $280,001.52 | $677,911.98 | $397,910.46 | 142.11% |
Katie Christensen iSAM Funds UKK) Ltd | 3,200 | $543,616 | $625,344 | $81,728 | 15.03% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 60 | $4,648.8 | $11,725.2 | $7,076.4 | 152.22% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,221 | $208,131.39 | $226,361.19 | $18,229.8 | 8.76% |