| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 8,499 | $1.12M | $1.39M | $267,101.46 | 23.75% |
| EM Erin Mccann Simplicity Wealth LLC | 5,198 | $802,309.34 | $859,853.16 | $57,543.82 | 7.17% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 21,697 | $2.22M | $3.59M | $1.37M | 62% |
Michael Byun SageView Advisory Group LLC | 5,484 | $781,879.86 | $899,321.16 | $117,441.3 | 15.02% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,992 | $504,867.94 | $649,777.84 | $144,909.9 | 28.7% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,501 | $220,436.86 | $248,160.33 | $27,723.47 | 12.58% |
Taro Kuriyama Axq Capita LLP | 5,830 | $846,690.94 | $965,156.5 | $118,465.56 | 13.99% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,260 | $324,220.1 | $374,301.2 | $50,081.1 | 15.45% |
David T. Morgan High Net Worth Advisory Group LLC | 1,327 | $214,854.57 | $218,324.67 | $3,470.1 | 1.62% |
Katie Christensen iSAM Funds UKK) Ltd | 4,900 | $711,627.02 | $806,662.5 | $95,035.48 | 13.35% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 231 | $33,924.66 | $37,895.55 | $3,970.89 | 11.71% |
Mark Fiskio Empirical Asset Management LLC | 6,619 | $710,304.75 | $1.09M | $376,998.38 | 53.08% |
Timothy Gerlach Novem Group | 1,518 | $233,956.8 | $249,468.12 | $15,511.32 | 6.63% |
Daniel Ronan Catalyst Financial Partners LLC | 2,430 | $331,659.62 | $399,394.8 | $67,735.18 | 20.42% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,213 | $845,108.43 | $1.36M | $512,746.86 | 60.67% |
Eric Dahm Range Financial Group LLC | 7,632 | $978,439.9 | $1.27M | $289,464.26 | 29.58% |
Jeffrey Gilbert Balboa Wealth Partners | 1,353 | $219,064.23 | $221,986.71 | $2,922.48 | 1.33% |
Sean Murray Quantum Financial Advisors LLC | 1,501 | $243,026.91 | $246,952.02 | $3,925.11 | 1.62% |
Edward Lowndes Angeles Wealth Management LLC | 4,461 | $633,865.1 | $732,005.49 | $98,140.39 | 15.48% |
Kevin Zemann WealthPlan Investment Management LLC | 1,220 | $200,262.99 | $201,702.6 | $1,439.61 | 0.72% |