| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 6,269 | $592,830.51 | $881,170.64 | $288,340.13 | 48.64% |
| EM Erin Mccann Simplicity Wealth LLC | 3,088 | $360,062.2 | $432,659.68 | $72,597.48 | 20.16% |
Joseph J. Costigan apricus wealth LLC | 2,946 | $244,008.02 | $412,764.06 | $168,756.04 | 69.16% |
Michael Byun SageView Advisory Group LLC | 5,666 | $447,477.39 | $796,866.24 | $349,388.85 | 78.08% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 41,430 | $2.73M | $6.02M | $3.29M | 120.58% |
| TK Taro Kuriyama Axq Capita LLP | 2,296 | $274,946 | $322,427.26 | $47,481.26 | 17.27% |
Jason Matthews Kfg Wealth Management LLC | 1,706 | $204,564.45 | $239,027.66 | $34,463.21 | 16.85% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 29 | $3,345.35 | $4,076.24 | $730.89 | 21.85% |
| MC Molly Crider Walker Asset Management LLC | 1,829 | $201,098.55 | $258,145.06 | $57,046.51 | 28.37% |
| BPN Brent P. Nicks Strategic Planning Inc. | 3,606 | $289,473.48 | $506,390.54 | $216,917.06 | 74.94% |
| TG Timothy Gerlach Novem Group | 34,168 | $2.72M | $4.8M | $2.08M | 76.7% |
Daniel Ronan Catalyst Financial Partners LLC | 3,928 | $336,374.66 | $556,636.88 | $220,262.22 | 65.48% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,830 | $921,652.38 | $1.81M | $891,098.32 | 96.68% |
Jeffrey Gilbert Balboa Wealth Partners | 2,333 | $197,623.87 | $330,609.43 | $132,985.56 | 67.29% |
| SM Sean Murray Quantum Financial Advisors LLC | 1,860 | $204,801 | $263,580.6 | $58,779.6 | 28.7% |
| EL Edward Lowndes Angeles Wealth Management LLC | 4,110 | $360,829.96 | $582,428.1 | $221,598.14 | 61.41% |
Benjamin Cauley Carr Financial Group Corp. | 4,060 | $214,065.44 | $575,342.6 | $361,277.16 | 168.77% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,775 | $180,296.3 | $249,423 | $69,126.7 | 38.34% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 21,949 | $1.8M | $3.1M | $1.3M | 71.85% |
Jeffrey Jones Cypress Financial Planning LLC | 5,134 | $336,049.93 | $727,949.81 | $391,899.88 | 116.62% |