| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 83,364 | $3M | $4.48M | $1.48M | 49.36% |
Sue Cox BetterWealth LLC | 4,731 | $231,487.83 | $252,824.64 | $21,336.81 | 9.22% |
Paul Elam Oak Harbor Wealth Partners LLC | 86 | $4,537.36 | $4,661.63 | $124.27 | 2.74% |
William Jollie Quent Capital LLC | 725 | $38,251 | $38,954.25 | $703.25 | 1.84% |
Dalila Toledo Ascent Group LLC | 8,116 | $428,200.16 | $437,290.08 | $9,089.92 | 2.12% |
| EM Erin Mccann Simplicity Wealth LLC | 40,439 | $2.07M | $2.17M | $95,771.16 | 4.62% |
Patrick O'Connell Security Financial Services Inc. | 11,765 | $487,729.47 | $638,074.77 | $150,345.3 | 30.83% |
Michael Byun SageView Advisory Group LLC | 6,203 | $257,657.54 | $334,186.62 | $76,529.08 | 29.7% |
Kristofer Gray Integrity Financial Corp. /WA | 1,941 | $68,018.55 | $104,784.88 | $36,766.33 | 54.05% |
| DW Darren Woolson Asset Allocation Strategies LLC | 203,871 | $7.46M | $11.06M | $3.6M | 48.34% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 45,739 | $2.2M | $2.48M | $282,616.44 | 12.87% |
Brian Levy West Wealth Group LLC | 5,174 | $214,141.06 | $280,404.93 | $66,263.87 | 30.94% |
Mark Fiskio Empirical Asset Management LLC | 4,982 | $200,488.44 | $268,405.25 | $67,916.81 | 33.88% |
Timothy Gerlach Novem Group | 76,828 | $2.76M | $4.14M | $1.38M | 49.76% |
Christopher Warner WARNER FINANCIAL Inc. | 35,399 | $1.35M | $1.92M | $565,559.51 | 41.74% |
Jim Clark Worth Asset Management LLC | 28,187 | $1.44M | $1.51M | $77,289.82 | 5.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 32,768 | $1.17M | $1.76M | $588,501.27 | 50.21% |
Eric Dahm Range Financial Group LLC | 4,241 | $223,755.16 | $230,053.04 | $6,297.88 | 2.81% |
Edward Lowndes Angeles Wealth Management LLC | 1,500 | $49,815 | $80,812.5 | $30,997.5 | 62.23% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 494 | $18,462 | $26,505.57 | $8,043.57 | 43.57% |