| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 5,635 | $541,993.54 | $611,735.6 | $69,742.06 | 12.87% |
Dalila Toledo Ascent Group LLC | 144,542 | $13.59M | $15.66M | $2.07M | 15.26% |
| EM Erin Mccann Simplicity Wealth LLC | 14,948 | $1.25M | $1.63M | $374,843.74 | 29.88% |
Christopher Schurmann Summit Investment Advisory Services LLC | 8,079 | $745,497.13 | $880,934.16 | $135,437.03 | 18.17% |
Michael Byun SageView Advisory Group LLC | 58,609 | $5.45M | $6.35M | $907,459.82 | 16.66% |
Nicole Goff Retirement Solution LLC | 2,051 | $226,266.32 | $223,743.59 | -$2,522.73 | -1.11% |
| KB Kimberly Byrne Bill Few Associates Inc. | 14,013 | $1.14M | $1.54M | $393,903.54 | 34.5% |
Nichole Raftopoulos Nvest Financial LLC | 24,086 | $2.05M | $2.64M | $584,302.83 | 28.49% |
Chad Soukup jvl associates LLC | 2,676 | $208,005.48 | $291,924.84 | $83,919.36 | 40.34% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 22,725 | $1.83M | $2.48M | $650,325.5 | 35.58% |
Kristofer Gray Integrity Financial Corp. /WA | 1,824 | $161,351.17 | $198,350.88 | $36,999.71 | 22.93% |
Kristen Williams Athena Investment Management | 2,299 | $211,439.03 | $252,637.11 | $41,198.08 | 19.48% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 190 | $16,163.3 | $20,578.9 | $4,415.6 | 27.32% |
Jaimie Palmer Beacon Capital Management LLC | 3,564 | $323,946.33 | $389,972.88 | $66,026.55 | 20.38% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 86,740 | $7.15M | $9.45M | $2.3M | 32.19% |
| DW Darren Woolson Asset Allocation Strategies LLC | 15,409 | $1.23M | $1.69M | $455,301.6 | 36.99% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,048 | $446,575 | $439,855.68 | -$6,719.32 | -1.5% |
Christopher M. Marks Sterling Investment Counsel LLC | 6,905 | $671,373.15 | $753,956.95 | $82,583.8 | 12.3% |
Michael Topley Lansing Street Advisors | 2,335 | $212,847.38 | $255,484.02 | $42,636.64 | 20.03% |
Mark Fiskio Empirical Asset Management LLC | 14,917 | $1.23M | $1.62M | $384,778.69 | 31.17% |