| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 7,921 | $1.96M | $2.27M | $309,349.45 | 15.75% |
| EM Erin Mccann Simplicity Wealth LLC | 4,179 | $1.04M | $1.23M | $190,287.24 | 18.27% |
Michael Byun SageView Advisory Group LLC | 1,889 | $473,864.4 | $560,201.84 | $86,337.44 | 18.22% |
Nichole Raftopoulos Nvest Financial LLC | 1,117 | $276,469.03 | $320,523.16 | $44,054.13 | 15.93% |
Taro Kuriyama Axq Capita LLP | 10,860 | $2.93M | $3.2M | $272,819.23 | 9.32% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 1,769 | $446,670.18 | $507,614.57 | $60,944.39 | 13.64% |
Kristofer Gray Integrity Financial Corp. /WA | 1,604 | $397,835.34 | $460,267.82 | $62,432.48 | 15.69% |
David T. Morgan High Net Worth Advisory Group LLC | 1,207 | $301,130.01 | $346,348.66 | $45,218.65 | 15.02% |
Jason Matthews Kfg Wealth Management LLC | 746 | $201,802 | $214,064.71 | $12,262.71 | 6.08% |
Kristen Williams Athena Investment Management | 1,799 | $367,592.2 | $530,327.21 | $162,735.01 | 44.27% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 90 | $22,320.9 | $25,825.5 | $3,504.6 | 15.7% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,670 | $1.32M | $1.63M | $307,962.57 | 23.35% |
Daniel Ronan Catalyst Financial Partners LLC | 2,136 | $511,621.27 | $612,925.22 | $101,303.95 | 19.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,448 | $1.65M | $1.85M | $202,824.93 | 12.31% |
Eric Dahm Range Financial Group LLC | 4,730 | $1.18M | $1.36M | $181,597.87 | 15.45% |
Jeffrey Gilbert Balboa Wealth Partners | 1,342 | $260,253.66 | $397,983.52 | $137,729.86 | 52.92% |
Sean Murray Quantum Financial Advisors LLC | 1,216 | $316,706.06 | $348,931.21 | $32,225.15 | 10.18% |
Edward Lowndes Angeles Wealth Management LLC | 1,235 | $304,667.84 | $354,383.26 | $49,715.42 | 16.32% |
James M. Perkins Quantum Private Wealth LLC | 1,022 | $247,649.2 | $293,262.91 | $45,613.71 | 18.42% |
Angela Cox W Advisors LLC | 1,452 | $358,353.6 | $416,651.41 | $58,297.81 | 16.27% |