| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 385 | $18,103 | $19,176.85 | $1,073.85 | 5.93% |
Brian Clay Clay Northam Wealth Management LLC | 22,529 | $748,230.03 | $1.12M | $373,714.17 | 49.95% |
Jason Matthews Kfg Wealth Management LLC | 33,851 | $1.39M | $1.69M | $295,961.99 | 21.3% |
Allison Brooke Blake WorthPointe LLC | 6,288 | $261,552.84 | $313,205.28 | $51,652.44 | 19.75% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,432 | $342,929 | $420,166.56 | $77,237.56 | 22.52% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,894 | $1.21M | $1.54M | $330,483.28 | 27.3% |
| ED Eric Dahm Range Financial Group LLC | 140,703 | $5.5M | $7M | $1.5M | 27.28% |
Kevin Zemann WealthPlan Investment Management LLC | 53,137 | $2.09M | $2.65M | $554,872.49 | 26.49% |
| RS Rebecca Sierp WPWealth LLP | 9,037 | $424,919.87 | $450,675.19 | $25,755.32 | 6.06% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 16,947 | $781,765 | $845,316.36 | $63,551.36 | 8.13% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,484 | $241,570.2 | $273,541.92 | $31,971.72 | 13.23% |
Jeffrey D. Munjack JDM Financial Group LLC | 104,059 | $4.57M | $5.19M | $622,405.09 | 13.63% |
Matthew C. Jessup Jessup Wealth Management Inc. | 36,238 | $1.43M | $1.81M | $378,306.22 | 26.49% |
Andy Peters Goldstein Advisors LLC | 5,251 | $246,112.37 | $261,788.6 | $15,676.23 | 6.37% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 7,782 | $327,534.07 | $387,971.61 | $60,437.54 | 18.45% |
| MV Moises Valladares Insigneo Advisory Services LLC | 6,263 | $258,787.4 | $312,304.49 | $53,517.09 | 20.68% |
Thomas Dobbins New Republic Capital, LLC | 11,626 | $404,540.22 | $579,207.32 | $174,667.1 | 43.18% |
Andrew Halac Talon Private Wealth, LLC | 134,804 | $6.01M | $6.72M | $705,015.83 | 11.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,688 | $1.48M | $1.67M | $188,308.69 | 12.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,239 | $564,645.94 | $609,869.37 | $45,223.43 | 8.01% |