| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 1,155 | $277,723.78 | $424,450.95 | $146,727.17 | 52.83% |
| TK Taro Kuriyama Axq Capita LLP | 3,282 | $1.13M | $1.2M | $68,560.99 | 6.09% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 595 | $204,215.9 | $216,823.95 | $12,608.05 | 6.17% |
Kristen Williams Athena Investment Management | 759 | $197,089.53 | $278,924.91 | $81,835.38 | 41.52% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 100 | $27,258 | $36,441 | $9,183 | 33.69% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,034 | $761,161.69 | $1.11M | $344,458.25 | 45.25% |
David K. Balsdon Harvest Portfolios Group Inc. | 8,982 | $2.66M | $3.28M | $621,733.75 | 23.36% |
| BPN Brent P. Nicks Strategic Planning Inc. | 1,163 | $318,020.41 | $423,459.92 | $105,439.51 | 33.15% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 968 | $283,356.5 | $355,556.08 | $72,199.58 | 25.48% |
Mark Fiskio Empirical Asset Management LLC | 2,764 | $894,144.19 | $1.01M | $113,085.05 | 12.65% |
| TG Timothy Gerlach Novem Group | 1,481 | $435,067.27 | $539,691.21 | $104,623.94 | 24.05% |
Jim Clark Worth Asset Management LLC | 993 | $243,390.65 | $361,859.13 | $118,468.48 | 48.67% |
Daniel Ronan Catalyst Financial Partners LLC | 3,442 | $1.05M | $1.26M | $207,678.57 | 19.77% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,334 | $4.02M | $6.35M | $2.33M | 58.06% |
| LV Leah Vaden Redwood Financial Network Corp. | 597 | $203,577 | $218,191.57 | $14,614.57 | 7.18% |
Matthew Heller Willner & Heller LLC | 2,050 | $456,105.83 | $749,234.02 | $293,128.19 | 64.27% |
Jeffrey Gilbert Balboa Wealth Partners | 2,672 | $835,919.95 | $976,562.59 | $140,642.64 | 16.82% |
| EL Edward Lowndes Angeles Wealth Management LLC | 976 | $332,174.62 | $356,708.49 | $24,533.87 | 7.39% |
Angela Cox W Advisors LLC | 691 | $235,662.08 | $252,546.69 | $16,884.61 | 7.16% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 1,195 | $360,907.98 | $436,748.61 | $75,840.63 | 21.01% |