| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 3,599 | $294,179.57 | $345,468.01 | $51,288.44 | 17.43% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 4,155 | $296,294.13 | $398,838.45 | $102,544.32 | 34.61% |
| MS Missy Straw Nilsine Partners LLC | 6,503 | $474,573.94 | $624,222.97 | $149,649.03 | 31.53% |
Dalila Toledo Ascent Group LLC | 15,272 | $1.33M | $1.46M | $131,220.95 | 9.84% |
| EM Erin Mccann Simplicity Wealth LLC | 8,507 | $782,689.23 | $816,586.93 | $33,897.7 | 4.33% |
| EW Ed West Values First Advisors Inc. | 5,137 | $420,899.63 | $493,100.63 | $72,201 | 17.15% |
Joseph J. Costigan apricus wealth LLC | 33,377 | $2.44M | $3.2M | $764,604.68 | 31.35% |
Michael Byun SageView Advisory Group LLC | 19,758 | $1.85M | $1.89M | $48,052.07 | 2.6% |
| KB Kimberly Byrne Bill Few Associates Inc. | 5,925 | $457,207.31 | $568,740.75 | $111,533.44 | 24.39% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 2,540 | $229,775.4 | $243,738.4 | $13,963 | 6.08% |
| TK Taro Kuriyama Axq Capita LLP | 9,966 | $941,601.24 | $955,540.08 | $13,938.84 | 1.48% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 15,874 | $1.12M | $1.52M | $404,808.47 | 36.23% |
Katie Christensen iSAM Funds UKK) Ltd | 24,837 | $2.4M | $2.38M | -$15,895.44 | -0.66% |
Kristen Williams Athena Investment Management | 2,458 | $178,229.58 | $235,943.42 | $57,713.84 | 32.38% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,310 | $120,454.5 | $125,602.8 | $5,148.3 | 4.27% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 6,583 | $613,906.84 | $631,178.04 | $17,271.2 | 2.81% |
Jim Clark Worth Asset Management LLC | 2,094 | $200,416.74 | $200,772.72 | $355.98 | 0.18% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 15,236 | $1.05M | $1.46M | $407,103.4 | 38.63% |
Daniel Ronan Catalyst Financial Partners LLC | 6,858 | $607,555.25 | $655,693.38 | $48,138.13 | 7.92% |
Amanda Hawley Atria Wealth Solutions Inc. | 34,506 | $2.58M | $3.29M | $709,130.93 | 27.5% |