| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PO Patrick O'Connell Security Financial Services Inc. | 3,561 | $184,426.57 | $272,487.72 | $88,061.15 | 47.75% |
Christopher Schurmann Summit Investment Advisory Services LLC | 331,991 | $22.6M | $25.67M | $3.07M | 13.57% |
Michael Byun SageView Advisory Group LLC | 6,072 | $380,665.34 | $469,183.44 | $88,518.1 | 23.25% |
Daniel Bennett APS Management Group Inc. | 37,386 | $2.55M | $2.89M | $348,292.5 | 13.68% |
Kristofer Gray Integrity Financial Corp. /WA | 4,002 | $193,737.96 | $309,434.64 | $115,696.68 | 59.72% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 19,127 | $1.06M | $1.48M | $415,008.35 | 39.04% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 6,947 | $362,479.1 | $537,142.04 | $174,662.94 | 48.19% |
| RS Randy Smith Fairway Financial LLC | 160,034 | $9.88M | $12.37M | $2.5M | 25.3% |
Brian Levy West Wealth Group LLC | 10,859 | $647,939.38 | $839,237.81 | $191,298.43 | 29.52% |
| CMD Chris M. Denholm Objective Capital Management LLC | 30,594 | $1.63M | $2.36M | $732,590.3 | 44.89% |
Christopher M. Marks Sterling Investment Counsel LLC | 30,656 | $2.06M | $2.37M | $310,910.24 | 15.11% |
| TG Timothy Gerlach Novem Group | 12,989 | $817,532.11 | $1M | $186,127.92 | 22.77% |
| TL Timothy Low Forte Asset Management LLC | 142,213 | $7.26M | $10.99M | $3.73M | 51.31% |
Christopher Warner WARNER FINANCIAL Inc. | 13,552 | $683,346.24 | $1.05M | $363,816.8 | 53.24% |
Jim Clark Worth Asset Management LLC | 17,670 | $1.25M | $1.37M | $110,396.97 | 8.8% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 295,478 | $17.17M | $22.83M | $5.66M | 32.96% |
Daniel Ronan Catalyst Financial Partners LLC | 7,599 | $442,934.11 | $587,022.75 | $144,088.64 | 32.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 292,635 | $15.1M | $22.63M | $7.53M | 49.83% |
| LV Leah Vaden Redwood Financial Network Corp. | 8,250 | $431,188.91 | $637,312.5 | $206,123.59 | 47.8% |
Angela Cox W Advisors LLC | 9,697 | $484,753.03 | $749,093.25 | $264,340.22 | 54.53% |