| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 1,627 | $371,379.93 | $449,670.26 | $78,290.33 | 21.08% |
| MC mike Chen Byrne Asset Management LLC | 20 | $3,467 | $5,792.4 | $2,325.4 | 67.07% |
Michelle McCarthy Vantage Financial Partners LLC | 6,336 | $1.4M | $1.75M | $354,669.54 | 25.4% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,663 | $1.85M | $1.84M | -$3,611.88 | -0.2% |
William Jollie Quent Capital LLC | 13 | $3,778.06 | $3,782.74 | $4.68 | 0.12% |
Marc H. Stone Tyler-Stone Wealth Management | 2,179 | $430,972.56 | $602,232.02 | $171,259.46 | 39.74% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,825 | $520,388.61 | $780,773.5 | $260,384.89 | 50.04% |
| EM Erin Mccann Simplicity Wealth LLC | 65,838 | $16.46M | $19.07M | $2.61M | 15.86% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 4,199 | $919,355.03 | $1.16M | $241,164.59 | 26.23% |
Michael Byun SageView Advisory Group LLC | 6,434 | $1.23M | $1.87M | $642,164.8 | 52.23% |
Thomas Mason Mason & Associates Inc. | 979 | $165,600.28 | $270,576.02 | $104,975.74 | 63.39% |
Dan Mohr Retireful LLC | 1,393 | $346,634.12 | $384,997.34 | $38,363.22 | 11.07% |
| DW Darren Woolson Asset Allocation Strategies LLC | 54,215 | $9.92M | $15.81M | $5.89M | 59.42% |
Christopher Warner WARNER FINANCIAL Inc. | 809 | $235,111.58 | $223,591.42 | -$11,520.16 | -4.9% |
Daniel Ronan Catalyst Financial Partners LLC | 3,883 | $928,622.45 | $1.07M | $144,561.09 | 15.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,361 | $1.73M | $2.03M | $302,610.71 | 17.47% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,587 | $777,704.73 | $1.04M | $265,753.53 | 34.17% |
Matthew Heller Willner & Heller LLC | 749 | $217,674.38 | $207,008.62 | -$10,665.76 | -4.9% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,234 | $358,625.08 | $341,052.92 | -$17,572.16 | -4.9% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 11,821 | $2.61M | $3.27M | $660,584.93 | 25.34% |