| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 1,895 | $233,239.07 | $451,085.79 | $217,846.72 | 93.4% |
Dalila Toledo Ascent Group LLC | 20,941 | $2.94M | $4.98M | $2.04M | 69.5% |
| EM Erin Mccann Simplicity Wealth LLC | 1,080 | $272,408.4 | $270,637.2 | -$1,771.2 | -0.65% |
Patrick O'Connell Security Financial Services Inc. | 26,906 | $3.37M | $6.4M | $3.03M | 89.81% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 5,811 | $671,437.16 | $1.38M | $711,813.24 | 106.01% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,116 | $168,942.48 | $265,652.63 | $96,710.15 | 57.24% |
Kristen Williams Athena Investment Management | 960 | $242,140.8 | $240,566.4 | -$1,574.4 | -0.65% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 3,599 | $505,443.56 | $856,705.93 | $351,262.37 | 69.5% |
Brian Levy West Wealth Group LLC | 7,744 | $1.15M | $1.94M | $787,802.74 | 68.34% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,528 | $243,782.21 | $363,725.11 | $119,942.9 | 49.2% |
Candice Gilman Sofi Wealth LLC | 167 | $28,960.54 | $42,421.34 | $13,460.8 | 46.48% |
Mark Fiskio Empirical Asset Management LLC | 32,446 | $4.45M | $8.24M | $3.8M | 85.36% |
Timothy Gerlach Novem Group | 904 | $227,903 | $215,188.15 | -$12,714.85 | -5.58% |
Timothy Low Forte Asset Management LLC | 14,958 | $1.77M | $3.56M | $1.79M | 100.82% |
Christopher Warner WARNER FINANCIAL Inc. | 4,313 | $495,218.66 | $1.03M | $531,447.83 | 107.32% |
Jim Clark Worth Asset Management LLC | 5,996 | $1.51M | $1.43M | -$85,083.28 | -5.63% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 975 | $245,924.25 | $232,088.99 | -$13,835.26 | -5.63% |
Amanda Hawley Atria Wealth Solutions Inc. | 66,992 | $7.72M | $15.95M | $8.23M | 106.56% |
| LV Leah Vaden Redwood Financial Network Corp. | 11,456 | $1.75M | $2.91M | $1.16M | 66.49% |
Matthew Heller Willner & Heller LLC | 6,372 | $731,571.17 | $1.52M | $785,219.67 | 107.33% |