| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 9,103 | $581,277.11 | $1.32M | $741,479.82 | 127.56% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,194 | $502,558.52 | $913,862.76 | $411,304.24 | 81.84% |
Taro Kuriyama Axq Capita LLP | 22,792 | $2.81M | $3.38M | $571,845.07 | 20.36% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 752 | $64,026.55 | $109,047.52 | $45,020.97 | 70.32% |
Luther Hartwell Hodges Waycross Investment Management Co. | 4,000 | $578,440 | $580,340 | $1,900 | 0.33% |
David K. Balsdon Harvest Portfolios Group Inc. | 38,142 | $5.52M | $5.51M | -$4,386.71 | -0.08% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 28,036 | $2.38M | $4.13M | $1.75M | 73.55% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,819 | $187,254.17 | $407,726.04 | $220,471.87 | 117.74% |
Christopher Warner WARNER FINANCIAL Inc. | 6,036 | $506,417.46 | $888,438.84 | $382,021.38 | 75.44% |
Daniel Ronan Catalyst Financial Partners LLC | 2,077 | $241,842.79 | $300,562.67 | $58,719.88 | 24.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,128 | $1.12M | $2.38M | $1.26M | 112.49% |
Craig Johnsen Fortitude Advisory Group LLC | 5,301 | $307,270.83 | $780,890.31 | $473,619.48 | 154.14% |
Jeffrey Gilbert Balboa Wealth Partners | 2,990 | $300,993.93 | $441,922 | $140,928.07 | 46.82% |
Sean Murray Quantum Financial Advisors LLC | 2,004 | $218,667.33 | $290,369.58 | $71,702.25 | 32.79% |
Edward Lowndes Angeles Wealth Management LLC | 5,564 | $522,748.4 | $808,504.84 | $285,756.44 | 54.66% |
Angela Cox W Advisors LLC | 2,444 | $205,336.4 | $354,942.12 | $149,605.72 | 72.86% |
Kevin Zemann WealthPlan Investment Management LLC | 1,418 | $205,085.34 | $208,885.58 | $3,800.24 | 1.85% |
| TL Tradewinds LLC Tradewinds LLC | 1,419 | $156,854.5 | $205,918.2 | $49,063.7 | 31.28% |
Nadine Hofstetter Northwest Bank & Trust Co. | 2,139 | $95,228 | $310,503.02 | $215,275.02 | 226.06% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,189 | $456,839.85 | $608,661.7 | $151,821.85 | 33.23% |