| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 26,349 | $1.37M | $1.64M | $267,134.48 | 19.51% |
Timothy Dempsey DHK Financial Advisors Inc. | 7,189 | $337,009.64 | $443,705.08 | $106,695.44 | 31.66% |
Scott Williams Investmark Advisory Group LLC | 86,882 | $3.29M | $5.39M | $2.1M | 63.76% |
Timothy Gerlach Novem Group | 6,489 | $334,729.95 | $400,825.53 | $66,095.58 | 19.75% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 163,379 | $8.91M | $10.14M | $1.23M | 13.84% |
Daniel Ronan Catalyst Financial Partners LLC | 8,962 | $465,663.24 | $553,537.93 | $87,874.69 | 18.87% |
Amanda Hawley Atria Wealth Solutions Inc. | 226,140 | $11.56M | $13.97M | $2.42M | 20.9% |
| LV Leah Vaden Redwood Financial Network Corp. | 11,890 | $679,516.4 | $739,439.1 | $59,922.7 | 8.82% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,377 | $89,372.69 | $146,839.17 | $57,466.48 | 64.3% |
| TC Trent Curry bLong Financial LLC | 12,457 | $688,534.23 | $768,659.18 | $80,124.95 | 11.64% |
Rachel Faulk Cape Investment Advisory Inc. | 1,166 | $70,400.58 | $72,047.14 | $1,646.56 | 2.34% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 81 | $4,102.65 | $4,994.05 | $891.4 | 21.73% |
Mariana Coli Dunhill Financial LLC | 740 | $41,961.52 | $45,724.6 | $3,763.08 | 8.97% |
Lukas Lindgren Abound Wealth Management | 927 | $45,972.28 | $57,247.72 | $11,275.44 | 24.53% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 41,974 | $2.31M | $2.59M | $280,319.55 | 12.14% |
Jill Grimes Centurion Wealth Management LLC | 6,376 | $281,724.56 | $394,674.4 | $112,949.84 | 40.09% |
Daniel Guy Ethos Financial Group LLC | 72,285 | $3.99M | $4.45M | $460,455.85 | 11.53% |
Victoria Latham Fiduciary Alliance LLC | 16,211 | $893,949.72 | $998,759.71 | $104,809.99 | 11.72% |
Jessica Thayer Unique Wealth LLC | 162,202 | $8.89M | $10M | $1.12M | 12.58% |
Lyndsay Goody Onyx Financial Advisors LLC | 21,061 | $1.1M | $1.3M | $192,409.89 | 17.43% |