| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 19,668 | $714,841.98 | $1M | $289,504.44 | 40.5% |
Brian Levy West Wealth Group LLC | 5,358 | $217,984.64 | $275,347.62 | $57,362.98 | 26.32% |
Candice Gilman Sofi Wealth LLC | 59,148 | $2.59M | $3.06M | $464,805.8 | 17.93% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,181 | $240,969.01 | $372,909.33 | $131,940.32 | 54.75% |
Angela Cox W Advisors LLC | 5,639 | $167,088.65 | $290,013.77 | $122,925.12 | 73.57% |
Brook Hart Presilium Private Wealth LLC | 9,958 | $307,814.52 | $515,973.77 | $208,159.25 | 67.62% |
Mark Mowrey Signature Resources Capital Management LLC | 61 | $1,967.59 | $3,110.39 | $1,142.8 | 58.08% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 8,222 | $301,027.12 | $424,995.18 | $123,968.06 | 41.18% |
Rachel Faulk Cape Investment Advisory Inc. | 158 | $8,641 | $8,204.94 | -$436.06 | -5.05% |
Mariana Coli Dunhill Financial LLC | 769 | $33,906.96 | $39,934.17 | $6,027.21 | 17.78% |
Lukas Lindgren Abound Wealth Management | 100 | $4,415.42 | $5,191 | $775.58 | 17.57% |
Daniel Guy Ethos Financial Group LLC | 4,569 | $207,752 | $232,927.62 | $25,175.62 | 12.12% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 7,105 | $311,782.07 | $368,962.65 | $57,180.58 | 18.34% |
Christopher Casanega Sharper & Granite LLC | 6,846 | $218,922.93 | $355,375.86 | $136,452.93 | 62.33% |
Jeffrey D. Munjack JDM Financial Group LLC | 241 | $10,958.27 | $12,348.84 | $1,390.57 | 12.69% |
Kevin Gray Lodestar Private Asset Management LLC | 4,622 | $204,156.74 | $237,362.81 | $33,206.07 | 16.26% |
Dean Pelos Commonwealth Retirement Investments LLC | 294 | $16,079 | $15,058.68 | -$1,020.32 | -6.35% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 4,398 | $240,527 | $227,926.35 | -$12,600.65 | -5.24% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,956 | $649,375.96 | $765,747.2 | $116,371.24 | 17.92% |
Jill Batley Gateway Wealth Partners LLC | 7,632 | $347,009.74 | $389,422.8 | $42,413.06 | 12.22% |