| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 11,756 | $1.71M | $2.84M | $1.13M | 65.83% |
Michael Byun SageView Advisory Group LLC | 1,612 | $307,598.62 | $401,855.46 | $94,256.84 | 30.64% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,022 | $265,382.75 | $266,956.61 | $1,573.86 | 0.59% |
Brian Clay Clay Northam Wealth Management LLC | 32,526 | $1.77M | $7.93M | $6.15M | 347.12% |
Thomas Mason Mason & Associates Inc. | 15,296 | $1.12M | $3.81M | $2.69M | 240.86% |
Kristofer Gray Integrity Financial Corp. /WA | 2,084 | $397,595.94 | $544,361.62 | $146,765.68 | 36.91% |
David T. Morgan High Net Worth Advisory Group LLC | 5,000 | $431,906.24 | $1.31M | $874,143.71 | 202.39% |
Dan Mohr Retireful LLC | 8,946 | $1.79M | $2.17M | $379,223.55 | 21.19% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 248 | $25,856.16 | $61,823.92 | $35,967.76 | 139.11% |
Jaimie Palmer Beacon Capital Management LLC | 1,920 | $366,307.2 | $501,523.18 | $135,215.98 | 36.91% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 897 | $232,924 | $218,881.45 | -$14,042.55 | -6.03% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,332 | $290,983.9 | $609,141.7 | $318,157.8 | 109.34% |
David K. Balsdon Harvest Portfolios Group Inc. | 450,044 | $50.83M | $117.56M | $66.72M | 131.26% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,756 | $340,326.66 | $719,894.73 | $379,568.07 | 111.53% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 9,068 | $1.73M | $2.2M | $468,044.82 | 27.05% |
Mark Fiskio Empirical Asset Management LLC | 4,900 | $478,254.7 | $1.22M | $743,266.25 | 155.41% |
Jim Clark Worth Asset Management LLC | 1,454 | $301,235.6 | $379,799.33 | $78,563.73 | 26.08% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,126 | $214,823.91 | $294,122.45 | $79,298.54 | 36.91% |
Daniel Ronan Catalyst Financial Partners LLC | 6,464 | $665,713.71 | $1.61M | $945,696.79 | 142.06% |
Amanda Hawley Atria Wealth Solutions Inc. | 58,320 | $4.35M | $14.26M | $9.91M | 227.68% |