| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 480 | $206,983 | $219,643.2 | $12,660.2 | 6.12% |
| KB Kimberly Byrne Bill Few Associates Inc. | 690 | $300,902.09 | $395,004.28 | $94,102.19 | 31.27% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 643 | $277,428.77 | $304,389.78 | $26,961.01 | 9.72% |
Taro Kuriyama Axq Capita LLP | 5,748 | $2.48M | $2.67M | $186,867.56 | 7.53% |
Kristofer Gray Integrity Financial Corp. /WA | 488 | $64,289.64 | $224,889.92 | $160,600.28 | 249.81% |
Dan Mohr Retireful LLC | 6,257 | $1.43M | $2.87M | $1.44M | 100.58% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 400 | $42,592.75 | $182,254 | $139,661.25 | 327.9% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,109 | $478,489.13 | $509,031 | $30,541.87 | 6.38% |
Molly Crider Walker Asset Management LLC | 1,321 | $218,632.69 | $611,860.78 | $393,228.09 | 179.86% |
Brian Levy West Wealth Group LLC | 2,287 | $326,049.06 | $1.05M | $723,683.94 | 221.96% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,161 | $232,445.33 | $994,794.74 | $762,349.41 | 327.97% |
Mark Fiskio Empirical Asset Management LLC | 6,596 | $883,660.14 | $3.03M | $2.14M | 242.37% |
Timothy Gerlach Novem Group | 1,393 | $197,333.93 | $638,927.31 | $441,593.38 | 223.78% |
Daniel Ronan Catalyst Financial Partners LLC | 1,248 | $538,462 | $573,805.44 | $35,343.44 | 6.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,352 | $1.9M | $8.7M | $6.8M | 357.06% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,017 | $255,441.29 | $926,831.67 | $671,390.38 | 262.84% |
Jeffrey Gilbert Balboa Wealth Partners | 3,383 | $759,309.3 | $1.54M | $783,338.7 | 103.16% |
Edward Lowndes Angeles Wealth Management LLC | 1,266 | $546,228.35 | $579,625.44 | $33,397.09 | 6.11% |
James M. Perkins Quantum Private Wealth LLC | 17,540 | $1.99M | $8.21M | $6.22M | 312.25% |
Angela Cox W Advisors LLC | 1,230 | $530,695.79 | $566,095.2 | $35,399.41 | 6.67% |