| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 17,025 | $775,424.86 | $875,255.25 | $99,830.39 | 12.87% |
Patrick O'Connell Security Financial Services Inc. | 6,976 | $227,819.88 | $373,146.24 | $145,326.36 | 63.79% |
Ed West Values First Advisors Inc. | 29 | $1,868.18 | $1,551.21 | -$316.97 | -16.97% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 438,167 | $12.09M | $22.52M | $10.42M | 86.2% |
| KB Kimberly Byrne Bill Few Associates Inc. | 4,980 | $270,413.1 | $266,380.2 | -$4,032.9 | -1.49% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 22,471 | $929,618.57 | $1.17M | $237,075.75 | 25.5% |
Kristofer Gray Integrity Financial Corp. /WA | 10,137 | $446,643.47 | $542,228.13 | $95,584.66 | 21.4% |
Jason Matthews Kfg Wealth Management LLC | 11,285 | $400,256.1 | $603,634.65 | $203,378.55 | 50.81% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 800 | $24,792 | $40,176 | $15,384 | 62.05% |
Jaimie Palmer Beacon Capital Management LLC | 9,786 | $658,771.68 | $523,453.14 | -$135,318.54 | -20.54% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 4,014 | $258,581.88 | $214,708.86 | -$43,873.02 | -16.97% |
Timothy Dempsey DHK Financial Advisors Inc. | 13,270 | $327,551.76 | $683,670.4 | $356,118.64 | 108.72% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 20,733 | $606,606.49 | $1.04M | $434,604.77 | 71.65% |
Mark Fiskio Empirical Asset Management LLC | 67,443 | $2.17M | $3.39M | $1.22M | 56.21% |
Jim Clark Worth Asset Management LLC | 12,817 | $561,701.29 | $685,581.33 | $123,880.04 | 22.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 88,111 | $2.33M | $4.57M | $2.24M | 96.33% |
Jeffrey Gilbert Balboa Wealth Partners | 5,618 | $312,043.01 | $282,135.96 | -$29,907.05 | -9.58% |
Gary M. Coon Finer Wealth Management Inc. | 12,568 | $812,995.24 | $647,503.36 | -$165,491.88 | -20.36% |
Edward Lowndes Angeles Wealth Management LLC | 6,823 | $445,848.22 | $342,651.06 | -$103,197.16 | -23.15% |
Kevin Zemann WealthPlan Investment Management LLC | 4,350 | $143,260.87 | $225,852 | $82,591.13 | 57.65% |