| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jordan Szekely Cherrydale Wealth Management LLC | 10,694 | $25,558.66 | $58,549.65 | $32,990.99 | 129.08% |
Clint Dunn Beaird Harris Wealth Management LLC | 9,886 | $49,315.61 | $54,224.71 | $4,909.1 | 9.95% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,846 | $54,555.38 | $59,490.31 | $4,934.93 | 9.05% |
Sean Reitenbach Prosperity Consulting Group LLC | 33,827 | $125,896.27 | $185,541.09 | $59,644.82 | 47.38% |
James Langer Redmont Wealth Advisors LLC | 2,771 | $11,776.75 | $15,226.64 | $3,449.89 | 29.29% |
W. Travis McKinney HB Wealth Management LLC | 89,313 | $353,779.37 | $488,542.11 | $134,762.74 | 38.09% |
Mark Perrault Intergy Private Wealth LLC | 16,297 | $52,082.96 | $89,307.56 | $37,224.6 | 71.47% |
Taylor Fairman Eagle Rock Investment Company LLC | 93,759 | $358,056.39 | $521,768.83 | $163,712.44 | 45.72% |
William Jollie Quent Capital LLC | 646 | $3,714.5 | $3,533.62 | -$180.88 | -4.87% |
Dalila Toledo Ascent Group LLC | 63,998 | $206,299.23 | $350,389.05 | $144,089.82 | 69.85% |
Michael Byun SageView Advisory Group LLC | 12,144 | $39,391.99 | $66,549.12 | $27,157.13 | 68.94% |
Kristofer Gray Integrity Financial Corp. /WA | 25,696 | $129,250.88 | $141,328 | $12,077.12 | 9.34% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 12,372 | $71,146.74 | $67,860.42 | -$3,286.32 | -4.62% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 21,478 | $81,171.82 | $117,699.44 | $36,527.62 | 45% |
Amanda Hawley Atria Wealth Solutions Inc. | 25,637 | $77,729.91 | $140,234.39 | $62,504.48 | 80.41% |
Edward Lowndes Angeles Wealth Management LLC | 41,818 | $198,479.6 | $229,162.64 | $30,683.04 | 15.46% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 81,162 | $440,930.07 | $443,956.14 | $3,026.07 | 0.69% |
CJ Harrison DecisionPoint Financial LLC | 500 | $2,115 | $2,735 | $620 | 29.31% |
| JG John Ginter Callan Family Office LLC | 341,114 | $1.56M | $1.87M | $309,466.47 | 19.86% |
Anita Woodhouse V-Square Quantitative Management LLC | 25,152 | $122,637.48 | $137,581.44 | $14,943.96 | 12.19% |