| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 17,703 | $1.6M | $1.73M | $124,380.58 | 7.76% |
Kathleen Thornhill Confluence Wealth Services Inc. | 15,725 | $1.43M | $1.53M | $104,130.25 | 7.29% |
Michael Hackman HFG Advisors Inc. | 9,512 | $806,081.67 | $939,928.28 | $133,846.61 | 16.6% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 5,085 | $471,684.6 | $502,906.5 | $31,221.9 | 6.62% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 4,974 | $420,378.53 | $479,045.94 | $58,667.41 | 13.96% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,310 | $121,188.1 | $127,751.2 | $6,563.1 | 5.42% |
Marc H. Stone Tyler-Stone Wealth Management | 8,006 | $697,523.42 | $780,745.12 | $83,221.7 | 11.93% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,478 | $635,445.07 | $816,516.18 | $181,071.11 | 28.5% |
Dalila Toledo Ascent Group LLC | 2,206 | $207,187.52 | $218,460.18 | $11,272.66 | 5.44% |
| EM Erin Mccann Simplicity Wealth LLC | 5,174 | $484,496.16 | $512,019.04 | $27,522.88 | 5.68% |
Christopher Schurmann Summit Investment Advisory Services LLC | 2,665 | $242,222.58 | $263,541.85 | $21,319.27 | 8.8% |
Michael Byun SageView Advisory Group LLC | 4,301 | $390,583.83 | $419,433.52 | $28,849.69 | 7.39% |
Kristofer Gray Integrity Financial Corp. /WA | 5,889 | $436,824.62 | $567,169.59 | $130,344.97 | 29.84% |
Samuel Miller Kraft, Davis & Associates LLC | 6,162 | $490,279.78 | $600,918.24 | $110,638.46 | 22.57% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 29,960 | $2.48M | $2.89M | $408,860.94 | 16.51% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 9,425 | $722,517.72 | $907,721.75 | $185,204.03 | 25.63% |
Timothy Gerlach Novem Group | 6,735 | $627,320.83 | $656,797.2 | $29,476.37 | 4.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 108,634 | $7.94M | $10.73M | $2.79M | 35.1% |
Jeffrey Gilbert Balboa Wealth Partners | 3,088 | $277,824.96 | $301,141.76 | $23,316.8 | 8.39% |
Angela Cox W Advisors LLC | 4,433 | $410,096.83 | $432,306.16 | $22,209.33 | 5.42% |