| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Shaheen FSA Advisors Inc. | 21,230 | $621,417.74 | $800,371 | $178,953.26 | 28.8% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 408 | $12,195.12 | $15,399.96 | $3,204.84 | 26.28% |
Tracy Murray EdgeRock Capital LLC | 20,110 | $688,968.6 | $760,057.45 | $71,088.85 | 10.32% |
David Mailloux WealthCare Investment Partners LLC | 273,071 | $9.36M | $10.31M | $957,113.85 | 10.23% |
Penny A. Phillips Journey Strategic Wealth LLC | 19,195 | $606,371.32 | $721,252.12 | $114,880.8 | 18.95% |
Ana-Maria Ignat Covestor Ltd | 572 | $20,337.64 | $21,621.6 | $1,283.96 | 6.31% |
Sean Reitenbach Prosperity Consulting Group LLC | 995,937 | $32.58M | $37.45M | $4.88M | 14.97% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,720 | $193,164.4 | $214,814.6 | $21,650.2 | 11.21% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 82,443 | $2.61M | $3.1M | $489,767.94 | 18.78% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 20,215 | $625,714.91 | $764,632.37 | $138,917.46 | 22.2% |
W. Travis McKinney HB Wealth Management LLC | 21,125 | $672,053.64 | $798,525 | $126,471.36 | 18.82% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 238,479 | $6.56M | $8.99M | $2.43M | 37.01% |
Michael O'Connor Capasso Planning Partners LLC | 385,702 | $12.92M | $14.56M | $1.63M | 12.64% |
| LWL Leo Wealth LLC Leo Wealth LLC | 40,343 | $1.41M | $1.52M | $107,266.76 | 7.61% |
Timothy R. Guthrie Bullseye Investment Management LLC | 11,901 | $415,575.75 | $448,667.7 | $33,091.95 | 7.96% |
Marc H. Stone Tyler-Stone Wealth Management | 203,548 | $6.13M | $7.67M | $1.54M | 25.14% |
| EM Erin Mccann Simplicity Wealth LLC | 170,511 | $5.6M | $6.44M | $840,176.37 | 15.01% |
Nichole Raftopoulos Nvest Financial LLC | 84,458 | $2.73M | $3.19M | $464,655.78 | 17.04% |
Kristofer Gray Integrity Financial Corp. /WA | 60,223 | $1.61M | $2.27M | $658,138.36 | 40.84% |
Penny Paul Andina Capital Management LLC | 172,767 | $5.64M | $6.52M | $885,777.32 | 15.71% |