| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 40,692 | $2.81M | $3.2M | $394,533.23 | 14.04% |
William Jollie Quent Capital LLC | 1,453 | $99,969.1 | $114,191.27 | $14,222.17 | 14.23% |
Marc H. Stone Tyler-Stone Wealth Management | 5,271 | $306,571.28 | $415,644.7 | $109,073.42 | 35.58% |
Dalila Toledo Ascent Group LLC | 4,059 | $240,602.75 | $319,565.07 | $78,962.32 | 32.82% |
| EM Erin Mccann Simplicity Wealth LLC | 2,937 | $206,118.66 | $230,950.99 | $24,832.33 | 12.05% |
Patrick O'Connell Security Financial Services Inc. | 3,561 | $184,426.57 | $281,870.95 | $97,444.38 | 52.84% |
Joseph J. Costigan apricus wealth LLC | 2,973 | $225,323.67 | $235,312.95 | $9,989.28 | 4.43% |
Christopher Schurmann Summit Investment Advisory Services LLC | 339,666 | $23.18M | $26.68M | $3.5M | 15.08% |
Michael Byun SageView Advisory Group LLC | 4,029 | $253,398.29 | $317,324.04 | $63,925.75 | 25.23% |
Daniel Bennett APS Management Group Inc. | 26,821 | $1.83M | $2.12M | $292,915.38 | 16.04% |
Kristofer Gray Integrity Financial Corp. /WA | 4,007 | $194,116.91 | $316,252.47 | $122,135.56 | 62.92% |
David T. Morgan High Net Worth Advisory Group LLC | 19,127 | $1.06M | $1.51M | $446,472.26 | 42% |
Samuel Miller Kraft, Davis & Associates LLC | 6,947 | $362,479.1 | $549,993.3 | $187,514.2 | 51.73% |
Randy Smith Fairway Financial LLC | 161,709 | $10M | $12.72M | $2.72M | 27.19% |
Brian Levy West Wealth Group LLC | 9,616 | $575,770.8 | $759,712.08 | $183,941.28 | 31.95% |
| CMD Chris M. Denholm Objective Capital Management LLC | 31,508 | $1.7M | $2.48M | $776,832.01 | 45.67% |
Christopher M. Marks Sterling Investment Counsel LLC | 30,186 | $2.03M | $2.39M | $361,737.99 | 17.83% |
Timothy Gerlach Novem Group | 14,644 | $942,962.55 | $1.15M | $210,325.67 | 22.3% |
Timothy Low Forte Asset Management LLC | 131,951 | $6.82M | $10.38M | $3.56M | 52.18% |
Christopher Warner WARNER FINANCIAL Inc. | 13,552 | $683,346.24 | $1.07M | $388,955.76 | 56.92% |