| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 6,224 | $283,271.2 | $311,822.4 | $28,551.2 | 10.08% |
Michael Byun SageView Advisory Group LLC | 1.7M | $64.38M | $86.31M | $21.93M | 34.07% |
| DW Darren Woolson Asset Allocation Strategies LLC | 123,208 | $5.04M | $6.32M | $1.28M | 25.32% |
Timothy Dempsey DHK Financial Advisors Inc. | 56,123 | $1.93M | $2.71M | $785,267.25 | 40.74% |
Jim Clark Worth Asset Management LLC | 5,511 | $252,121.71 | $266,401.74 | $14,280.03 | 5.66% |
Jeffrey Gilbert Balboa Wealth Partners | 12,505 | $601,740.6 | $633,753.4 | $32,012.8 | 5.32% |
Edward Lowndes Angeles Wealth Management LLC | 1,899 | $90,800.28 | $91,797.66 | $997.38 | 1.1% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 7,590 | $254,400.66 | $366,900.6 | $112,499.94 | 44.22% |
Abraham Martinez Amara Financial LLC | 11,607 | $528,516.02 | $588,242.76 | $59,726.74 | 11.3% |
Mark Mowrey Signature Resources Capital Management LLC | 89 | $4,159.49 | $4,302.26 | $142.77 | 3.43% |
Rachel Faulk Cape Investment Advisory Inc. | 537 | $25,817 | $25,958.58 | $141.58 | 0.55% |
Mariana Coli Dunhill Financial LLC | 916 | $37,788.6 | $46,422.88 | $8,634.28 | 22.85% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 21,951 | $774,048.67 | $1.1M | $325,696.43 | 42.08% |
Lukas Lindgren Abound Wealth Management | 1,028 | $45,042.67 | $49,693.52 | $4,650.85 | 10.33% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 15,980 | $627,805.45 | $809,866.4 | $182,060.95 | 29% |
Belena Vincetti Fortis Capital Advisors LLC | 11,260 | $404,018.82 | $544,308.4 | $140,289.58 | 34.72% |
Jeffrey D. Munjack JDM Financial Group LLC | 131 | $5,047.43 | $6,709.82 | $1,662.39 | 32.94% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,581 | $572,163.57 | $742,610.33 | $170,446.76 | 29.79% |
Jesse Haller Compass Financial Group Inc./SD | 6,456 | $310,663 | $312,083.04 | $1,420.04 | 0.46% |
John Canning Mi LLCreek Capital Advisors LLC | 10,014 | $333,800.33 | $484,076.76 | $150,276.43 | 45.02% |