| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 1,424 | $43,747.2 | $60,342 | $16,594.8 | 37.93% |
Bill McVay Red Tortoise LLC | 63,177 | $2.04M | $2.68M | $644,670.79 | 31.65% |
Kenyon Lederer Pinnacle Wealth Management LLC | 184,032 | $6.99M | $7.81M | $819,590.79 | 11.73% |
Sue Cox BetterWealth LLC | 9,847 | $376,746.22 | $420,663.84 | $43,917.62 | 11.66% |
| EM Erin Mccann Simplicity Wealth LLC | 134,185 | $4.5M | $5.72M | $1.22M | 27.11% |
Michael Byun SageView Advisory Group LLC | 9,228 | $260,594.68 | $391,682.46 | $131,087.78 | 50.3% |
Kristofer Gray Integrity Financial Corp. /WA | 118 | $4,266.88 | $5,015.59 | $748.71 | 17.55% |
| DW Darren Woolson Asset Allocation Strategies LLC | 71,354 | $2.3M | $3.04M | $734,959.48 | 31.92% |
Christopher Warner WARNER FINANCIAL Inc. | 10,451 | $276,659.61 | $445,160.34 | $168,500.73 | 60.91% |
Edward Lowndes Angeles Wealth Management LLC | 2,800 | $90,356 | $118,846 | $28,490 | 31.53% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 18 | $754 | $767.97 | $13.97 | 1.85% |
Brad Saenz Coastwise Capital Group LLC | 9,099 | $231,855.27 | $387,526.41 | $155,671.14 | 67.14% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 490,739 | $18.7M | $20.94M | $2.24M | 11.98% |
Mark Mowrey Signature Resources Capital Management LLC | 362 | $13,871.19 | $15,363.28 | $1,492.09 | 10.76% |
Rachel Faulk Cape Investment Advisory Inc. | 30,229 | $1.09M | $1.29M | $199,281.82 | 18.26% |
Vyoma Patel Strata Wealth Advisors LLC | 9,508 | $313,859 | $405,944.06 | $92,085.06 | 29.34% |
Mariana Coli Dunhill Financial LLC | 404 | $12,388.31 | $17,246.76 | $4,858.45 | 39.22% |
Lukas Lindgren Abound Wealth Management | 3,180 | $109,213.23 | $135,738.3 | $26,525.07 | 24.29% |
Jill Grimes Centurion Wealth Management LLC | 60,071 | $2.18M | $2.55M | $373,223.55 | 17.12% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 50,762 | $1.56M | $2.15M | $587,696.97 | 37.57% |