| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 1,964 | $358,295 | $394,390.84 | $36,095.84 | 10.07% |
William Jollie Quent Capital LLC | 5,044 | $958,812.51 | $1M | $44,237.33 | 4.61% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,284 | $196,797.21 | $258,969.96 | $62,172.75 | 31.59% |
Missy Straw Nilsine Partners LLC | 16,642 | $3.41M | $3.35M | -$68,422.64 | -2% |
Dalila Toledo Ascent Group LLC | 18,630 | $3.39M | $3.74M | $355,861.1 | 10.5% |
| EM Erin Mccann Simplicity Wealth LLC | 5,230 | $1.11M | $1.04M | -$73,888.3 | -6.66% |
Robert Glass AlphaCentric Advisors LLC | 970 | $208,839.86 | $195,813.9 | -$13,025.96 | -6.24% |
Michael Byun SageView Advisory Group LLC | 7,814 | $1.29M | $1.57M | $277,074.59 | 21.47% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,208 | $921,421.03 | $1.23M | $313,101.85 | 33.98% |
James Peterson Nearwater Capital Markets Ltd. | 362,400 | $71.09M | $72.53M | $1.44M | 2.02% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 58,466 | $12.44M | $11.67M | -$766,843.7 | -6.16% |
Kristofer Gray Integrity Financial Corp. /WA | 2,577 | $470,122.11 | $519,097.99 | $48,975.88 | 10.42% |
Katie Christensen iSAM Funds UKK) Ltd | 4,800 | $875,663.99 | $969,744 | $94,080.01 | 10.74% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 322 | $68,508.72 | $64,583.54 | -$3,925.18 | -5.73% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,288 | $963,045.55 | $1.07M | $105,765.01 | 10.98% |
| DW Darren Woolson Asset Allocation Strategies LLC | 1,413 | $217,643.05 | $286,584.66 | $68,941.61 | 31.68% |
Molly Crider Walker Asset Management LLC | 2,139 | $454,917.98 | $433,019.16 | -$21,898.82 | -4.81% |
Khanthaly Dacanay Chi Co. Wealth RIA | 1,060 | $212,657.2 | $208,597.4 | -$4,059.8 | -1.91% |
Timothy Gerlach Novem Group | 1,187 | $230,645.58 | $238,658.22 | $8,012.64 | 3.47% |
Christopher Warner WARNER FINANCIAL Inc. | 2,030 | $364,021.64 | $412,029.1 | $48,007.46 | 13.19% |