| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 233,162 | $6.74M | $9.21M | $2.47M | 36.61% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 12,251 | $368,695.59 | $483,914.5 | $115,218.91 | 31.25% |
W. Travis McKinney HB Wealth Management LLC | 22,124 | $719,539.28 | $873,898 | $154,358.72 | 21.45% |
Dalila Toledo Ascent Group LLC | 8,639 | $295,263.75 | $341,240.5 | $45,976.75 | 15.57% |
| EM Erin Mccann Simplicity Wealth LLC | 8,093 | $275,731.41 | $330,194.4 | $54,462.99 | 19.75% |
Patrick O'Connell Security Financial Services Inc. | 32,987 | $1.14M | $1.3M | $160,330.63 | 14.03% |
| KB Kimberly Byrne Bill Few Associates Inc. | 124,058 | $3.94M | $4.9M | $964,435.65 | 24.5% |
Nichole Raftopoulos Nvest Financial LLC | 8,115 | $250,798.47 | $320,542.5 | $69,744.03 | 27.81% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 6,001 | $180,929.94 | $244,840.8 | $63,910.86 | 35.32% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 117,463 | $2.7M | $4.64M | $1.94M | 71.76% |
Timothy Gerlach Novem Group | 233,427 | $9.29M | $9.22M | -$71,311.38 | -0.77% |
Daniel Ronan Catalyst Financial Partners LLC | 118,002 | $3.85M | $4.66M | $815,198.76 | 21.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 68,714 | $2M | $2.71M | $713,687.81 | 35.68% |
Jeffrey Gilbert Balboa Wealth Partners | 17,968 | $613,491.4 | $729,860.16 | $116,368.76 | 18.97% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 606,746 | $16.2M | $25.03M | $8.83M | 54.52% |
| JG John Ginter Callan Family Office LLC | 5,677 | $240,321 | $229,918.5 | -$10,402.5 | -4.33% |
Mark Mowrey Signature Resources Capital Management LLC | 37,721 | $1.24M | $1.49M | $247,423.59 | 19.91% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 6,874 | $220,917.14 | $283,758.72 | $62,841.58 | 28.45% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 162,286 | $3.88M | $6.41M | $2.53M | 65.05% |
Rachel Faulk Cape Investment Advisory Inc. | 986 | $41,738 | $40,228.8 | -$1,509.2 | -3.62% |