| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 9,674 | $786,720.87 | $902,293.98 | $115,573.11 | 14.69% |
Dalila Toledo Ascent Group LLC | 44,199 | $3.74M | $4.12M | $383,349.78 | 10.25% |
| EM Erin Mccann Simplicity Wealth LLC | 41,488 | $3.73M | $3.85M | $119,269.24 | 3.19% |
Patrick O'Connell Security Financial Services Inc. | 3,808 | $320,640.43 | $357,685.44 | $37,045.01 | 11.55% |
Michael Byun SageView Advisory Group LLC | 3,186 | $263,804.37 | $296,616.6 | $32,812.23 | 12.44% |
Taro Kuriyama Axq Capita LLP | 44,364 | $3.78M | $4.11M | $330,511.98 | 8.74% |
Thomas Mason Mason & Associates Inc. | 8,541 | $684,017.61 | $800,206.29 | $116,188.68 | 16.99% |
Jason Matthews Kfg Wealth Management LLC | 8,794 | $733,198.7 | $824,965.14 | $91,766.44 | 12.52% |
Katie Christensen iSAM Funds UKK) Ltd | 5,800 | $531,744 | $542,938 | $11,194 | 2.11% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,889 | $246,229.47 | $270,670.41 | $24,440.94 | 9.93% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 3,081 | $262,932.54 | $286,748.67 | $23,816.13 | 9.06% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 2,917 | $206,008.25 | $269,005.74 | $62,997.49 | 30.58% |
Bryan Kupchik Capstone Wealth Management Group LLC | 4,971 | $422,219.09 | $458,723.88 | $36,504.79 | 8.65% |
Timothy Gerlach Novem Group | 2,725 | $247,235.68 | $254,079 | $6,843.32 | 2.77% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 7,978 | $678,278.22 | $746,501.46 | $68,223.24 | 10.06% |
Daniel Ronan Catalyst Financial Partners LLC | 6,997 | $598,265.34 | $652,680.16 | $54,414.82 | 9.1% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,370 | $1.07M | $1.05M | -$11,711.1 | -1.1% |
Eric Dahm Range Financial Group LLC | 11,382 | $980,157.42 | $1.07M | $88,953.84 | 9.08% |
Jeffrey Gilbert Balboa Wealth Partners | 2,620 | $240,201.6 | $243,974.4 | $3,772.8 | 1.57% |
Sean Murray Quantum Financial Advisors LLC | 2,527 | $215,376.21 | $236,375.58 | $20,999.37 | 9.75% |