| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PE Paul Elam Oak Harbor Wealth Partners LLC | 4,414 | $842,581.02 | $911,579.28 | $68,998.26 | 8.19% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,964 | $358,295 | $405,605.28 | $47,310.28 | 13.2% |
| WJ William Jollie Quent Capital LLC | 4,520 | $853,687.63 | $934,058 | $80,370.37 | 9.41% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,641 | $250,250.82 | $338,899.32 | $88,648.5 | 35.42% |
| MS Missy Straw Nilsine Partners LLC | 8,869 | $1.86M | $1.83M | -$22,265.07 | -1.2% |
Dalila Toledo Ascent Group LLC | 25,548 | $4.19M | $5.28M | $1.09M | 25.97% |
| EM Erin Mccann Simplicity Wealth LLC | 4,287 | $920,191.34 | $886,380.12 | -$33,811.22 | -3.67% |
| RG Robert Glass AlphaCentric Advisors LLC | 1,359 | $303,117.9 | $280,986.84 | -$22,131.06 | -7.3% |
Michael Byun SageView Advisory Group LLC | 9,213 | $1.5M | $1.9M | $404,977.01 | 27.02% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 2,043 | $434,668.68 | $422,410.68 | -$12,258 | -2.82% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,590 | $976,845.41 | $1.36M | $385,702.99 | 39.48% |
| JP James Peterson Nearwater Capital Markets Ltd. | 88,500 | $16.15M | $18.3M | $2.15M | 13.34% |
| TK Taro Kuriyama Axq Capita LLP | 12,594 | $2.3M | $2.6M | $305,027.1 | 13.28% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 60,268 | $12.82M | $12.46M | -$361,377.78 | -2.82% |
Kristofer Gray Integrity Financial Corp. /WA | 2,577 | $470,122.11 | $532,820.52 | $62,698.41 | 13.34% |
Katie Christensen iSAM Funds UKK) Ltd | 9,114 | $1.66M | $1.88M | $220,741.1 | 13.28% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 322 | $68,508.72 | $66,538.08 | -$1,970.64 | -2.88% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,212 | $947,798.43 | $1.08M | $129,209.25 | 13.63% |
| DW Darren Woolson Asset Allocation Strategies LLC | 1,397 | $214,434.05 | $288,676.08 | $74,242.03 | 34.62% |
| MC Molly Crider Walker Asset Management LLC | 2,134 | $453,952.63 | $440,969.76 | -$12,982.87 | -2.86% |