| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 1,338 | $220,648.46 | $247,302.54 | $26,654.08 | 12.08% |
Sean Reitenbach Prosperity Consulting Group LLC | 6,983 | $1.03M | $1.35M | $317,525.06 | 30.72% |
Samantha Pierangeli City State Bank | 30 | $2,445.6 | $5,544.9 | $3,099.3 | 126.73% |
W. Travis McKinney HB Wealth Management LLC | 24,810 | $2.75M | $4.59M | $1.84M | 66.92% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 5,390 | $624,275.8 | $996,233.7 | $371,957.9 | 59.58% |
Michelle McCarthy Vantage Financial Partners LLC | 86,798 | $11.53M | $16.04M | $4.51M | 39.14% |
William Jollie Quent Capital LLC | 60,599 | $6.19M | $11.77M | $5.57M | 89.98% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,175 | $221,005.75 | $228,255.49 | $7,249.74 | 3.28% |
| EM Erin Mccann Simplicity Wealth LLC | 4,281 | $668,720.64 | $791,257.23 | $122,536.59 | 18.32% |
Michael Byun SageView Advisory Group LLC | 1,431 | $224,151.74 | $277,885.89 | $53,734.15 | 23.97% |
Kristofer Gray Integrity Financial Corp. /WA | 70 | $10,291.4 | $12,938.1 | $2,646.7 | 25.72% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 5,035 | $414,029.14 | $977,746.65 | $563,717.51 | 136.15% |
Mark Astrinos Libra Wealth LLC | 4,133 | $621,603 | $763,902.39 | $142,299.39 | 22.89% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,536 | $322,433.03 | $468,728.88 | $146,295.85 | 45.37% |
Christopher M. Marks Sterling Investment Counsel LLC | 11,129 | $1.53M | $2.06M | $531,580.57 | 34.85% |
Mark Fiskio Empirical Asset Management LLC | 4,662 | $594,397.55 | $905,313.78 | $310,916.23 | 52.31% |
Timothy Gerlach Novem Group | 3,164 | $478,412.77 | $584,802.12 | $106,389.35 | 22.24% |
Timothy Low Forte Asset Management LLC | 4,949 | $414,231.3 | $914,723.67 | $500,492.37 | 120.82% |
Amanda Hawley Atria Wealth Solutions Inc. | 55,936 | $6.28M | $10.34M | $4.06M | 64.72% |
Jeffrey Gilbert Balboa Wealth Partners | 1,333 | $219,661.51 | $258,855.27 | $39,193.76 | 17.84% |