| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Clay Clay Northam Wealth Management LLC | 14,405 | $745,927.14 | $866,100.62 | $120,173.48 | 16.11% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 4,486 | $246,632.14 | $269,070.28 | $22,438.14 | 9.1% |
David T. Morgan High Net Worth Advisory Group LLC | 112,136 | $5.64M | $6.65M | $1.01M | 17.89% |
Jason Matthews Kfg Wealth Management LLC | 94,423 | $5.32M | $5.61M | $294,635.99 | 5.54% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 40,644 | $2.29M | $2.4M | $108,693.88 | 4.75% |
| DW Darren Woolson Asset Allocation Strategies LLC | 15,680 | $878,661.45 | $937,664 | $59,002.55 | 6.72% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,460 | $274,111.6 | $265,191.6 | -$8,920 | -3.25% |
Timothy Gerlach Novem Group | 18,171 | $1M | $1.07M | $71,707.71 | 7.15% |
Amanda Hawley Atria Wealth Solutions Inc. | 332,834 | $17.95M | $20M | $2.06M | 11.47% |
| LV Leah Vaden Redwood Financial Network Corp. | 17,496 | $958,600.22 | $1.04M | $81,711.94 | 8.52% |
Craig Johnsen Fortitude Advisory Group LLC | 3,353 | $206,075.38 | $201,515.29 | -$4,560.09 | -2.21% |
Jeffrey Gilbert Balboa Wealth Partners | 9,434 | $522,458.64 | $556,322.04 | $33,863.4 | 6.48% |
Edward Lowndes Angeles Wealth Management LLC | 3,648 | $224,206.08 | $215,396.16 | -$8,809.92 | -3.93% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 31,704 | $1.81M | $1.9M | $84,949.64 | 4.69% |
Kevin Zemann WealthPlan Investment Management LLC | 119,304 | $6.85M | $7.17M | $323,734.46 | 4.73% |
Benjamin Cauley Carr Financial Group Corp. | 142,112 | $7.89M | $8.48M | $587,917.39 | 7.45% |
| TL Tradewinds LLC Tradewinds LLC | 1,002 | $61,582.92 | $59,518.8 | -$2,064.12 | -3.35% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 11,166 | $617,083.89 | $668,787.57 | $51,703.68 | 8.38% |
Nolan Baker Retirement Guys Formula LLC | 67,455 | $3.59M | $4.02M | $428,076.19 | 11.92% |
John DeMarco Trajan Wealth LLC | 73,763 | $3.86M | $4.4M | $546,351.99 | 14.16% |