| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 9,919 | $602,520.17 | $621,226.97 | $18,706.8 | 3.1% |
Dalila Toledo Ascent Group LLC | 7,593 | $303,262.95 | $475,549.59 | $172,286.64 | 56.81% |
| EM Erin Mccann Simplicity Wealth LLC | 8,755 | $343,371.1 | $607,509.45 | $264,138.35 | 76.93% |
Michael Byun SageView Advisory Group LLC | 10,627 | $467,296.08 | $749,309.77 | $282,013.69 | 60.35% |
Taro Kuriyama Axq Capita LLP | 84,883 | $5.34M | $5.89M | $551,739.37 | 10.34% |
Kristofer Gray Integrity Financial Corp. /WA | 5,752 | $338,102.56 | $360,247.76 | $22,145.2 | 6.55% |
Dan Mohr Retireful LLC | 5,727 | $296,570.52 | $358,682.01 | $62,111.49 | 20.94% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 576 | $22,405.05 | $36,074.88 | $13,669.83 | 61.01% |
Molly Crider Walker Asset Management LLC | 4,043 | $205,944.37 | $253,213.09 | $47,268.72 | 22.95% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,788 | $273,329.47 | $425,132.44 | $151,802.97 | 55.54% |
Mark Fiskio Empirical Asset Management LLC | 4,461 | $280,552.29 | $314,545.11 | $33,992.82 | 12.12% |
Timothy Gerlach Novem Group | 3,193 | $200,812 | $199,977.59 | -$834.41 | -0.42% |
Daniel Ronan Catalyst Financial Partners LLC | 8,747 | $386,638.54 | $547,824.61 | $161,186.07 | 41.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,306 | $1.05M | $1.4M | $345,544.16 | 32.86% |
Sean Murray Quantum Financial Advisors LLC | 4,066 | $210,075.68 | $254,653.58 | $44,577.9 | 21.22% |
Edward Lowndes Angeles Wealth Management LLC | 7,291 | $428,564.98 | $456,635.33 | $28,070.35 | 6.55% |
James M. Perkins Quantum Private Wealth LLC | 13,976 | $572,642.17 | $875,316.88 | $302,674.71 | 52.86% |
Joseph Wallace Wallace Advisory Group LLC | 5,289 | $218,142.62 | $331,250.07 | $113,107.45 | 51.85% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,128 | $110,868.94 | $133,276.64 | $22,407.7 | 20.21% |
Nadine Hofstetter Northwest Bank & Trust Co. | 11,433 | $458,348.84 | $716,048.79 | $257,699.95 | 56.22% |