| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 13,766 | $436,909.65 | $691,879.16 | $254,969.51 | 58.36% |
| KB Kimberly Byrne Bill Few Associates Inc. | 8,368 | $248,879.84 | $421,747.2 | $172,867.36 | 69.46% |
Nichole Raftopoulos Nvest Financial LLC | 4,973 | $204,225.89 | $250,639.2 | $46,413.31 | 22.73% |
Kristofer Gray Integrity Financial Corp. /WA | 4,694 | $223,105.82 | $236,577.6 | $13,471.78 | 6.04% |
David T. Morgan High Net Worth Advisory Group LLC | 10,522 | $393,982.85 | $530,308.8 | $136,325.95 | 34.6% |
Katie Christensen iSAM Funds UKK) Ltd | 43,200 | $2.05M | $2.16M | $110,160 | 5.37% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,694 | $270,635.82 | $286,977.6 | $16,341.78 | 6.04% |
Molly Crider Walker Asset Management LLC | 26,105 | $812,752.09 | $1.32M | $502,939.91 | 61.88% |
Brian Levy West Wealth Group LLC | 10,013 | $327,001.95 | $511,864.56 | $184,862.61 | 56.53% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,861 | $322,694.05 | $396,194.4 | $73,500.35 | 22.78% |
Timothy Gerlach Novem Group | 6,922 | $207,843.58 | $348,868.8 | $141,025.22 | 67.85% |
Daniel Ronan Catalyst Financial Partners LLC | 17,801 | $648,681.79 | $897,170.4 | $248,488.61 | 38.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,130 | $813,251.9 | $1.22M | $402,900.1 | 49.54% |
Matthew Heller Willner & Heller LLC | 9,244 | $335,446.84 | $465,897.6 | $130,450.76 | 38.89% |
Sean Murray Quantum Financial Advisors LLC | 6,436 | $189,819.12 | $324,374.4 | $134,555.28 | 70.89% |
Edward Lowndes Angeles Wealth Management LLC | 10,685 | $370,924.09 | $538,524 | $167,599.91 | 45.18% |
James M. Perkins Quantum Private Wealth LLC | 23,458 | $882,020.8 | $1.18M | $300,262.4 | 34.04% |
Benjamin Cauley Carr Financial Group Corp. | 4,274 | $203,167 | $218,486.88 | $15,319.88 | 7.54% |
James Rukstalis ESG Planning DBA Harper Investing | 5,499 | $225,837.63 | $277,149.6 | $51,311.97 | 22.72% |
Michael Stulic Astoria Portfolio Advisors LLC | 11,404 | $354,575.93 | $574,761.6 | $220,185.67 | 62.1% |