| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 24,622 | $2.39M | $3.6M | $1.21M | 50.62% |
| EM Erin Mccann Simplicity Wealth LLC | 18,079 | $1.91M | $2.57M | $663,126.89 | 34.72% |
Michael Byun SageView Advisory Group LLC | 5,472 | $587,306.39 | $800,690.4 | $213,384.01 | 36.33% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,827 | $365,947.69 | $544,735.18 | $178,787.49 | 48.86% |
Owen Schrum Schrum Private Wealth Management LLC | 3,245 | $348,577.48 | $457,415.2 | $108,837.72 | 31.22% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,870 | $234,030.5 | $265,035.1 | $31,004.6 | 13.25% |
Taro Kuriyama Axq Capita LLP | 24,053 | $2.5M | $3.42M | $923,514.81 | 36.93% |
Kristen Williams Athena Investment Management | 3,873 | $387,028.59 | $556,956.76 | $169,928.17 | 43.91% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 389 | $40,589.72 | $56,815.39 | $16,225.67 | 39.97% |
Jaimie Palmer Beacon Capital Management LLC | 3,379 | $373,584.05 | $486,474.63 | $112,890.58 | 30.22% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,850 | $231,527.5 | $260,998 | $29,470.5 | 12.73% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 2,831 | $297,792.96 | $400,416.64 | $102,623.68 | 34.46% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 6,429 | $717,876.41 | $926,386.75 | $208,510.34 | 29.05% |
Molly Crider Walker Asset Management LLC | 3,938 | $435,033.46 | $567,583.94 | $132,550.48 | 30.47% |
David K. Balsdon Harvest Portfolios Group Inc. | 19,788 | $2.13M | $2.87M | $733,465.1 | 34.4% |
Timothy Gerlach Novem Group | 54,032 | $5.35M | $7.88M | $2.53M | 47.37% |
Jim Clark Worth Asset Management LLC | 4,583 | $573,562.45 | $652,344.22 | $78,781.77 | 13.74% |
Daniel Ronan Catalyst Financial Partners LLC | 8,758 | $891,008.61 | $1.28M | $386,082.95 | 43.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,435 | $2.57M | $3.18M | $607,521.41 | 23.62% |
Sean Murray Quantum Financial Advisors LLC | 4,204 | $419,352.54 | $608,486.96 | $189,134.42 | 45.1% |