| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT Dalila Toledo Ascent Group LLC | 2,212 | $705,182.06 | $1.46M | $753,742.54 | 106.89% |
| EM Erin Mccann Simplicity Wealth LLC | 2,022 | $662,205 | $1.33M | $671,425.32 | 101.39% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 3,010 | $1.62M | $1.99M | $365,835.4 | 22.59% |
| MB Michael Byun SageView Advisory Group LLC | 2,577 | $1.09M | $1.7M | $611,260.12 | 56.16% |
| NR Nichole Raftopoulos Nvest Financial LLC | 595 | $251,398.23 | $392,438.2 | $141,039.97 | 56.1% |
| DH Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 7,259 | $3.42M | $4.79M | $1.36M | 39.81% |
| DM Dan Mohr Retireful LLC | 704 | $297,348.48 | $464,344.32 | $166,995.84 | 56.16% |
| KC Katie Christensen iSAM Funds UKK) Ltd | 2,382 | $1.22M | $1.57M | $355,179.92 | 29.21% |
| LM Leanne Menzel Smallwood Wealth Investment Management LLC | 150 | $47,016 | $98,934 | $51,918 | 110.43% |
| JP Jaimie Palmer Beacon Capital Management LLC | 1,172 | $278,189.77 | $773,004.32 | $494,814.55 | 177.87% |
| DR Daniel Ronan Catalyst Financial Partners LLC | 1,478 | $560,380.32 | $974,829.68 | $414,449.36 | 73.96% |
| AH Amanda Hawley Atria Wealth Solutions Inc. | 4,185 | $926,790.42 | $2.76M | $1.83M | 197.84% |
| JG Jeffrey Gilbert Balboa Wealth Partners | 957 | $323,473.72 | $631,218.06 | $307,744.34 | 95.14% |
| SM Sean Murray Quantum Financial Advisors LLC | 617 | $261,615.57 | $406,948.52 | $145,332.95 | 55.55% |
| EL Edward Lowndes Angeles Wealth Management LLC | 2,638 | $914,831.59 | $1.74M | $825,087.69 | 90.19% |
| BC Benjamin Cauley Carr Financial Group Corp. | 1,115 | $272,314.74 | $735,409.4 | $463,094.66 | 170.06% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 307 | $165,172.14 | $202,484.92 | $37,312.78 | 22.59% |
| LB Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 579 | $173,786.49 | $381,879.45 | $208,092.96 | 119.74% |
| NB Nolan Baker Retirement Guys Formula LLC | 3,615 | $1.17M | $2.38M | $1.21M | 103.81% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 200 | $49,032 | $131,912 | $82,880 | 169.03% |