| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 3,563 | $427,896.95 | $515,637.36 | $87,740.41 | 20.51% |
Joseph J. Costigan apricus wealth LLC | 2,946 | $244,008.02 | $449,088.24 | $205,080.22 | 84.05% |
Michael Byun SageView Advisory Group LLC | 5,093 | $403,004.25 | $776,376.92 | $373,372.67 | 92.65% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 41,430 | $2.73M | $6.48M | $3.75M | 137.64% |
Taro Kuriyama Axq Capita LLP | 11,164 | $1.57M | $1.61M | $41,711.25 | 2.66% |
Jason Matthews Kfg Wealth Management LLC | 1,774 | $214,500.15 | $277,577.78 | $63,077.63 | 29.41% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 13 | $1,556.75 | $1,981.72 | $424.97 | 27.3% |
Molly Crider Walker Asset Management LLC | 1,829 | $201,098.55 | $278,812.76 | $77,714.21 | 38.64% |
| BPN Brent P. Nicks Strategic Planning Inc. | 3,606 | $289,473.48 | $521,175.18 | $231,701.7 | 80.04% |
Timothy Gerlach Novem Group | 29,628 | $2.36M | $4.52M | $2.16M | 91.4% |
Daniel Ronan Catalyst Financial Partners LLC | 4,497 | $419,511.29 | $685,522.68 | $266,011.39 | 63.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,830 | $921,652.38 | $1.89M | $972,440.52 | 105.51% |
Jeffrey Gilbert Balboa Wealth Partners | 4,322 | $481,672.96 | $658,845.68 | $177,172.72 | 36.78% |
Sean Murray Quantum Financial Advisors LLC | 1,860 | $204,801 | $291,034.2 | $86,233.2 | 42.11% |
Edward Lowndes Angeles Wealth Management LLC | 4,492 | $415,383.38 | $684,760.48 | $269,377.1 | 64.85% |
Benjamin Cauley Carr Financial Group Corp. | 4,065 | $214,795.99 | $636,050.55 | $421,254.56 | 196.12% |
| TL Tradewinds LLC Tradewinds LLC | 35,388 | $5.05M | $5.54M | $483,400.08 | 9.57% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,775 | $180,296.3 | $257,091 | $76,794.7 | 42.59% |
| DAL Drake & Associates LLC Drake & Associates LLC | 1,639 | $234,065.59 | $239,670.97 | $5,605.38 | 2.39% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 32,076 | $3.28M | $4.63M | $1.35M | 41.08% |