| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 32,310 | $1.92M | $2.45M | $528,318.95 | 27.54% |
| MS Missy Straw Nilsine Partners LLC | 56,669 | $2.91M | $4.29M | $1.38M | 47.22% |
Dalila Toledo Ascent Group LLC | 24,576 | $1.36M | $1.86M | $505,815.7 | 37.24% |
| EM Erin Mccann Simplicity Wealth LLC | 4,328 | $268,422.56 | $327,759.44 | $59,336.88 | 22.11% |
Christopher Schurmann Summit Investment Advisory Services LLC | 41,581 | $2.58M | $3.15M | $570,090.15 | 22.11% |
Michael Byun SageView Advisory Group LLC | 214,750 | $13.3M | $16.29M | $2.99M | 22.52% |
| KB Kimberly Byrne Bill Few Associates Inc. | 7,406 | $407,392.52 | $560,856.38 | $153,463.86 | 37.67% |
Brian Clay Clay Northam Wealth Management LLC | 57,005 | $3.54M | $4.32M | $778,710.75 | 22.01% |
Chad Soukup jvl associates LLC | 304,730 | $14.65M | $23.08M | $8.43M | 57.53% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 126,476 | $7.11M | $9.58M | $2.47M | 34.78% |
| TM Thomas Mason Mason & Associates Inc. | 6,940 | $387,438.9 | $525,566.2 | $138,127.3 | 35.65% |
Kristofer Gray Integrity Financial Corp. /WA | 1,961 | $118,459.36 | $148,506.53 | $30,047.17 | 25.36% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 6,829 | $356,746.13 | $517,160.17 | $160,414.04 | 44.97% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 53,444 | $3.08M | $4.05M | $971,226.64 | 31.51% |
| PP Penny Paul Andina Capital Management LLC | 4,061 | $268,494.16 | $307,539.53 | $39,045.37 | 14.54% |
Jason Matthews Kfg Wealth Management LLC | 4,382 | $263,417.42 | $331,848.86 | $68,431.44 | 25.98% |
Kristen Williams Athena Investment Management | 9,388 | $424,771.14 | $710,953.24 | $286,182.1 | 67.37% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,137 | $69,896.61 | $86,241.45 | $16,344.84 | 23.38% |
Allison Brooke Blake WorthPointe LLC | 34,124 | $2M | $2.59M | $587,665.1 | 29.37% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 9,398 | $510,066.99 | $712,932.28 | $202,865.29 | 39.77% |