| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,498 | $478,891.91 | $916,650.9 | $437,758.99 | 91.41% |
W. Travis McKinney HB Wealth Management LLC | 15,863 | $2.81M | $4.04M | $1.23M | 43.88% |
William Jollie Quent Capital LLC | 751 | $105,683.84 | $191,272.19 | $85,588.35 | 80.99% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,006 | $224,086.5 | $260,654.6 | $36,568.1 | 16.32% |
Missy Straw Nilsine Partners LLC | 1,364 | $222,553.92 | $351,850.62 | $129,296.7 | 58.1% |
Dalila Toledo Ascent Group LLC | 991 | $220,745.25 | $254,439.25 | $33,694 | 15.26% |
| EM Erin Mccann Simplicity Wealth LLC | 996 | $221,859 | $252,401.34 | $30,542.34 | 13.77% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 45,350 | $5.24M | $11.49M | $6.25M | 119.4% |
Patrick O'Connell Security Financial Services Inc. | 2,375 | $280,699.8 | $620,516.25 | $339,816.45 | 121.06% |
Joseph J. Costigan apricus wealth LLC | 11,776 | $1.49M | $3.09M | $1.6M | 106.88% |
Michael Byun SageView Advisory Group LLC | 1,283 | $209,336.95 | $330,629.1 | $121,292.15 | 57.94% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,082 | $370,734.66 | $782,211.6 | $411,476.94 | 110.99% |
Katie Christensen iSAM Funds UKK) Ltd | 2,100 | $355,110.04 | $543,280.5 | $188,170.46 | 52.99% |
Mark Fiskio Empirical Asset Management LLC | 2,116 | $335,000.08 | $545,832.78 | $210,832.7 | 62.94% |
Daniel Ronan Catalyst Financial Partners LLC | 1,125 | $250,594 | $290,486.25 | $39,892.25 | 15.92% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,610 | $389,958.48 | $664,740.9 | $274,782.42 | 70.46% |
Craig Johnsen Fortitude Advisory Group LLC | 1,422 | $332,392.5 | $362,169.18 | $29,776.68 | 8.96% |
Jeffrey Gilbert Balboa Wealth Partners | 5,307 | $718,726.95 | $1.37M | $646,339.59 | 89.93% |
Kevin Zemann WealthPlan Investment Management LLC | 26,544 | $3.99M | $6.76M | $2.77M | 69.37% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,805 | $272,357.69 | $466,538.35 | $194,180.66 | 71.3% |