| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 11,192 | $570,708.17 | $720,652.88 | $149,944.71 | 26.27% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,450 | $236,014.5 | $226,803 | -$9,211.5 | -3.9% |
James Peterson Nearwater Capital Markets Ltd. | 700,000 | $41.18M | $44.72M | $3.54M | 8.6% |
Kristofer Gray Integrity Financial Corp. /WA | 2,136 | $146,123.76 | $140,420.64 | -$5,703.12 | -3.9% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 832 | $37,745.94 | $53,572.48 | $15,826.54 | 41.93% |
Adam Grossman Mayport LLC | 4,255 | $241,641.45 | $273,979.45 | $32,338 | 13.38% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 10,352 | $578,580.89 | $666,565.28 | $87,984.39 | 15.21% |
Mark Fiskio Empirical Asset Management LLC | 8,795 | $396,663.12 | $566,310.05 | $169,646.93 | 42.77% |
Daniel Ronan Catalyst Financial Partners LLC | 14,595 | $649,378.22 | $939,772.05 | $290,393.83 | 44.72% |
Amanda Hawley Atria Wealth Solutions Inc. | 61,562 | $2.4M | $3.94M | $1.54M | 64.2% |
Lincoln Bach Delap Wealth Advisory LLC | 10,925 | $439,708.03 | $695,922.5 | $256,214.47 | 58.27% |
Jeffrey Gilbert Balboa Wealth Partners | 5,765 | $394,383.65 | $371,208.35 | -$23,175.3 | -5.88% |
Edward Lowndes Angeles Wealth Management LLC | 1,061 | $44,778.03 | $68,317.79 | $23,539.76 | 52.57% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 3,777 | $201,691.8 | $240,613.78 | $38,921.98 | 19.3% |
Angela Cox W Advisors LLC | 12,386 | $446,156.38 | $797,534.54 | $351,378.16 | 78.76% |
Kevin Zemann WealthPlan Investment Management LLC | 3,528 | $200,355.12 | $227,167.92 | $26,812.8 | 13.38% |
| TL Tradewinds LLC Tradewinds LLC | 994 | $67,999.54 | $65,345.56 | -$2,653.98 | -3.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 16 | $876 | $1,019.6 | $143.6 | 16.39% |
Brad Saenz Coastwise Capital Group LLC | 3,525 | $241,145.25 | $226,974.75 | -$14,170.5 | -5.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,470 | $127,146.22 | $223,433.3 | $96,287.08 | 75.73% |