| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 8,202 | $591,146.09 | $749,006.64 | $157,860.55 | 26.7% |
Taro Kuriyama Axq Capita LLP | 7,272 | $681,096 | $677,314.08 | -$3,781.92 | -0.56% |
Thomas Mason Mason & Associates Inc. | 3,958 | $191,688.94 | $346,087.52 | $154,398.58 | 80.55% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,175 | $203,710.5 | $190,182 | -$13,528.5 | -6.64% |
Jason Matthews Kfg Wealth Management LLC | 3,569 | $257,204.47 | $312,073.36 | $54,868.89 | 21.33% |
Katie Christensen iSAM Funds UKK) Ltd | 8,100 | $538,487.94 | $728,433 | $189,945.06 | 35.27% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 24 | $1,362 | $2,098.56 | $736.56 | 54.08% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,627 | $246,044.82 | $229,704.88 | -$16,339.94 | -6.64% |
| DW Darren Woolson Asset Allocation Strategies LLC | 3,748 | $212,928.72 | $334,883.8 | $121,955.08 | 57.28% |
David K. Balsdon Harvest Portfolios Group Inc. | 104,217 | $4.27M | $9.37M | $5.1M | 119.28% |
Daniel Ronan Catalyst Financial Partners LLC | 4,864 | $347,668.53 | $425,308.16 | $77,639.63 | 22.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,868 | $372,441.46 | $775,417.92 | $402,976.46 | 108.2% |
Craig Johnsen Fortitude Advisory Group LLC | 2,361 | $221,131.26 | $206,445.84 | -$14,685.42 | -6.64% |
Jeffrey Gilbert Balboa Wealth Partners | 3,823 | $358,062.18 | $349,116.36 | -$8,945.82 | -2.5% |
Sean Murray Quantum Financial Advisors LLC | 2,896 | $271,239.36 | $253,226.24 | -$18,013.12 | -6.64% |
Angela Cox W Advisors LLC | 3,027 | $201,234.96 | $264,680.88 | $63,445.92 | 31.53% |
Kevin Zemann WealthPlan Investment Management LLC | 2,788 | $261,124.08 | $243,782.72 | -$17,341.36 | -6.64% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,373 | $55,689.85 | $120,055.12 | $64,365.27 | 115.58% |
Brad Saenz Coastwise Capital Group LLC | 9,344 | $417,743.47 | $817,039.36 | $399,295.89 | 95.58% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 604 | $24,818.2 | $52,813.76 | $27,995.56 | 112.8% |