| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 4,303 | $565,008.42 | $689,641.81 | $124,633.39 | 22.06% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,775 | $236,678.7 | $290,212.5 | $53,533.8 | 22.62% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 8,851 | $817,746.39 | $1.44M | $617,443.17 | 75.51% |
Taro Kuriyama Axq Capita LLP | 6,932 | $955,210.06 | $1.11M | $155,712.26 | 16.3% |
Kristofer Gray Integrity Financial Corp. /WA | 1,463 | $191,787.66 | $235,806.34 | $44,018.68 | 22.95% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 108 | $12,101.71 | $17,313.48 | $5,211.77 | 43.07% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,646 | $328,910.84 | $428,453.55 | $99,542.71 | 30.26% |
Timothy Gerlach Novem Group | 27,306 | $3.37M | $4.38M | $1.01M | 29.86% |
Jim Clark Worth Asset Management LLC | 1,916 | $301,961.62 | $313,266 | $11,304.38 | 3.74% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 2,521 | $334,649.16 | $408,212.92 | $73,563.76 | 21.98% |
Daniel Ronan Catalyst Financial Partners LLC | 3,095 | $323,060.41 | $496,979.62 | $173,919.21 | 53.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 19,743 | $1.79M | $3.2M | $1.42M | 79.28% |
Craig Johnsen Fortitude Advisory Group LLC | 3,805 | $377,562.63 | $616,980.71 | $239,418.08 | 63.41% |
Jeffrey Gilbert Balboa Wealth Partners | 2,324 | $240,726.15 | $372,909.04 | $132,182.89 | 54.91% |
Sean Murray Quantum Financial Advisors LLC | 3,676 | $487,832.82 | $592,313.88 | $104,481.06 | 21.42% |
Edward Lowndes Angeles Wealth Management LLC | 3,755 | $484,739.97 | $602,452.2 | $117,712.23 | 24.28% |
James M. Perkins Quantum Private Wealth LLC | 1,705 | $207,485.22 | $277,753.02 | $70,267.8 | 33.87% |
Kevin Zemann WealthPlan Investment Management LLC | 22,420 | $2.99M | $3.64M | $646,144.18 | 21.62% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,737 | $308,856.6 | $446,623.66 | $137,767.06 | 44.61% |
| TL Tradewinds LLC Tradewinds LLC | 335 | $44,647.56 | $54,300.15 | $9,652.59 | 21.62% |