| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Yarger Yarger Wealth Strategies LLC | 2,306 | $376,685.12 | $357,245.52 | -$19,439.6 | -5.16% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 4,838 | $368,839.1 | $749,502.96 | $380,663.86 | 103.21% |
Lisa Cooper Figure 8 Investment Strategies LLC | 11,300 | $639,307.24 | $1.75M | $1.11M | 173.83% |
Ana-Maria Ignat Covestor Ltd | 123 | $9,009.75 | $19,055.16 | $10,045.41 | 111.49% |
Andrew Burkey Joseph Group Capital Management | 56 | $6,623.68 | $8,675.52 | $2,051.84 | 30.98% |
Cole Bruner Buska Wealth Management LLC | 3,796 | $374,437 | $588,076.32 | $213,639.32 | 57.06% |
| WTM W. Travis McKinney HB Wealth Management LLC | 12,851 | $986,456.85 | $1.99M | $1M | 101.82% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 53 | $5,227.92 | $8,210.76 | $2,982.84 | 57.06% |
| WJ William Jollie Quent Capital LLC | 593 | $58,644.32 | $91,867.56 | $33,223.24 | 56.65% |
| MS Missy Straw Nilsine Partners LLC | 4,286 | $195,145.08 | $663,987.12 | $468,842.04 | 240.25% |
Michael Byun SageView Advisory Group LLC | 217 | $22,129 | $33,617.64 | $11,488.64 | 51.92% |
| TK Taro Kuriyama Axq Capita LLP | 5,607 | $663,196 | $868,636.44 | $205,440.44 | 30.98% |
Dan Mohr Retireful LLC | 7,259 | $858,594.52 | $1.12M | $265,969.76 | 30.98% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,908 | $323,616 | $295,587.36 | -$28,028.64 | -8.66% |
Daniel Ronan Catalyst Financial Partners LLC | 1,714 | $202,732 | $265,532.88 | $62,800.88 | 30.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,663 | $414,814.75 | $877,311.96 | $462,497.21 | 111.49% |
| SM Sean Murray Quantum Financial Advisors LLC | 1,802 | $213,230.7 | $279,165.84 | $65,935.14 | 30.92% |
| EL Edward Lowndes Angeles Wealth Management LLC | 3,046 | $302,305.99 | $471,886.32 | $169,580.33 | 56.1% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 39 | $4,668.92 | $6,041.88 | $1,372.96 | 29.41% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 7,163 | $534,012.73 | $1.11M | $575,679.23 | 107.8% |