| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 244,727 | $14.37M | $19.57M | $5.2M | 36.18% |
Joseph J. Costigan apricus wealth LLC | 5,775 | $338,524.5 | $448,197.75 | $109,673.25 | 32.4% |
Michael Byun SageView Advisory Group LLC | 241,387 | $17.29M | $19.31M | $2.03M | 11.72% |
Kristofer Gray Integrity Financial Corp. /WA | 1,660 | $115,785 | $128,832.6 | $13,047.6 | 11.27% |
David T. Morgan High Net Worth Advisory Group LLC | 31,809 | $1.83M | $2.47M | $635,512.21 | 34.67% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 10,183 | $616,950.54 | $790,302.63 | $173,352.09 | 28.1% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 195 | $10,778.67 | $15,133.95 | $4,355.28 | 40.41% |
Jaimie Palmer Beacon Capital Management LLC | 56,156 | $4.38M | $4.36M | -$17,117.49 | -0.39% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 20,664 | $982,636.71 | $1.6M | $621,096.33 | 63.21% |
Adam Grossman Mayport LLC | 8,839 | $461,572.58 | $707,208.41 | $245,635.83 | 53.22% |
| DW Darren Woolson Asset Allocation Strategies LLC | 63,594 | $4M | $4.94M | $932,957.51 | 23.31% |
Timothy Dempsey DHK Financial Advisors Inc. | 10,887 | $585,175.64 | $844,940.07 | $259,764.43 | 44.39% |
Brian Levy West Wealth Group LLC | 9,392 | $475,861.63 | $750,984.32 | $275,122.69 | 57.82% |
| CMD Chris M. Denholm Objective Capital Management LLC | 3,378 | $279,833.52 | $262,166.58 | -$17,666.94 | -6.31% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 10,699 | $553,628.81 | $856,027.01 | $302,398.2 | 54.62% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,928 | $364,165.55 | $382,462.08 | $18,296.53 | 5.02% |
Michael Topley Lansing Street Advisors | 168,647 | $10.04M | $13.09M | $3.05M | 30.34% |
Mark Fiskio Empirical Asset Management LLC | 7,413 | $409,982.35 | $593,114.14 | $183,131.79 | 44.67% |
Timothy Gerlach Novem Group | 12,400 | $863,675.82 | $962,364 | $98,688.18 | 11.43% |
Timothy Low Forte Asset Management LLC | 4,688 | $315,408.52 | $363,835.68 | $48,427.16 | 15.35% |