| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Cheung Chan Chemistry Wealth Management LLC | 2,579 | $216,394.6 | $250,885.12 | $34,490.52 | 15.94% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 82,575 | $6.52M | $8.03M | $1.52M | 23.28% |
| MWM Marion Wealth Management Marion Wealth Management | 8,082 | $568,689.36 | $787,995 | $219,305.64 | 38.56% |
| WTM W. Travis McKinney HB Wealth Management LLC | 5,784 | $460,189.39 | $559,283.88 | $99,094.49 | 21.53% |
Michael Byun SageView Advisory Group LLC | 291 | $26,051 | $28,192.08 | $2,141.08 | 8.22% |
Kristofer Gray Integrity Financial Corp. /WA | 5,678 | $405,020.82 | $549,034.21 | $144,013.39 | 35.56% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 10,800 | $961,256 | $1.05M | $85,048 | 8.85% |
Brian Levy West Wealth Group LLC | 5,946 | $422,807.43 | $575,840.37 | $153,032.94 | 36.19% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,027 | $230,966.77 | $294,239.53 | $63,272.76 | 27.39% |
| TL Timothy Low Forte Asset Management LLC | 3,033 | $268,109.06 | $293,837.04 | $25,727.98 | 9.6% |
Jim Clark Worth Asset Management LLC | 23,586 | $2.08M | $2.29M | $204,114.8 | 9.81% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,148 | $532,379.19 | $693,927.84 | $161,548.65 | 30.34% |
| JR James Rukstalis ESG Planning DBA Harper Investing | 3,996 | $319,279.92 | $387,731.88 | $68,451.96 | 21.44% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 31 | $2,776.36 | $2,982.66 | $206.3 | 7.43% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 2,298 | $203,450.23 | $222,974.94 | $19,524.71 | 9.6% |
| RD Rodrigo Diaz Plan Group Financial LLC | 7,354 | $548,153.2 | $714,036.63 | $165,883.43 | 30.26% |
Anu Prabhu Altrius Capital Management Inc. | 3,362 | $208,994.73 | $326,433.39 | $117,438.66 | 56.19% |
| FIL FWG Investments LLC FWG Investments LLC | 7,108 | $626,962.76 | $690,151.26 | $63,188.5 | 10.08% |
Lukas Lindgren Abound Wealth Management | 262 | $23,220 | $25,467.71 | $2,247.71 | 9.68% |
| DP Drew Phillips Fortitude Family Office LLC | 119 | $9,468.54 | $11,553.11 | $2,084.57 | 22.02% |