| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 11,204 | $643,713.08 | $881,082.56 | $237,369.48 | 36.88% |
William Jollie Quent Capital LLC | 908,595 | $50.08M | $70.95M | $20.87M | 41.66% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 6,510 | $396,698.29 | $511,946.4 | $115,248.11 | 29.05% |
Missy Straw Nilsine Partners LLC | 36,373 | $1.95M | $2.86M | $911,005.81 | 46.73% |
Dalila Toledo Ascent Group LLC | 124,084 | $6.7M | $9.66M | $2.96M | 44.09% |
| EM Erin Mccann Simplicity Wealth LLC | 244,727 | $14.37M | $19.03M | $4.66M | 32.41% |
Joseph J. Costigan apricus wealth LLC | 5,775 | $338,524.5 | $454,146 | $115,621.5 | 34.15% |
Michael Byun SageView Advisory Group LLC | 241,387 | $17.29M | $18.98M | $1.7M | 9.81% |
James Peterson Nearwater Capital Markets Ltd. | 1.25M | $103.57M | $97.6M | -$5.97M | -5.76% |
Kristofer Gray Integrity Financial Corp. /WA | 1,660 | $115,785 | $133,165.2 | $17,380.2 | 15.01% |
David T. Morgan High Net Worth Advisory Group LLC | 31,809 | $1.83M | $2.55M | $718,533.7 | 39.2% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 10,183 | $616,950.54 | $800,791.12 | $183,840.58 | 29.8% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 195 | $10,778.67 | $15,334.8 | $4,556.13 | 42.27% |
Jaimie Palmer Beacon Capital Management LLC | 56,156 | $4.38M | $4.5M | $129,449.67 | 2.96% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 21,335 | $1.04M | $1.67M | $628,871.27 | 60.66% |
Adam Grossman Mayport LLC | 8,839 | $461,572.58 | $695,098.96 | $233,526.38 | 50.59% |
| DW Darren Woolson Asset Allocation Strategies LLC | 25,674 | $1.71M | $2.06M | $352,731.47 | 20.67% |
Timothy Dempsey DHK Financial Advisors Inc. | 10,887 | $585,175.64 | $847,498.51 | $262,322.87 | 44.83% |
Brian Levy West Wealth Group LLC | 11,889 | $678,518.15 | $953,735.58 | $275,217.43 | 40.56% |
| CMD Chris M. Denholm Objective Capital Management LLC | 3,378 | $279,833.52 | $263,737.35 | -$16,096.17 | -5.75% |