| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 737 | $242,365 | $372,103.94 | $129,738.94 | 53.53% |
Christopher Clancy Global Wealth Strategies & Associates | 13,880 | $3.91M | $7.01M | $3.1M | 79.23% |
William Jollie Quent Capital LLC | 72 | $25,758.12 | $39,115.44 | $13,357.32 | 51.86% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,398 | $324,347.65 | $705,836.23 | $381,488.58 | 117.62% |
| EM Erin Mccann Simplicity Wealth LLC | 3,746 | $2.4M | $1.99M | -$412,284.76 | -17.18% |
Daniel Bennett APS Management Group Inc. | 322 | $206,364 | $162,574.58 | -$43,789.42 | -21.22% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,159 | $246,257.92 | $585,167.52 | $338,909.6 | 137.62% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 13,916 | $8.92M | $7.03M | -$1.89M | -21.2% |
Kristofer Gray Integrity Financial Corp. /WA | 243 | $133,965.67 | $122,688.27 | -$11,277.4 | -8.42% |
Penny Paul Andina Capital Management LLC | 1,421 | $456,461.49 | $755,574.12 | $299,112.63 | 65.53% |
Jason Matthews Kfg Wealth Management LLC | 1,924 | $459,245.63 | $971,408.38 | $512,162.75 | 111.52% |
Mark Vicencio Lowery Thomas LLC | 1,240 | $265,847.61 | $626,063.61 | $360,216 | 135.5% |
Jaimie Palmer Beacon Capital Management LLC | 364 | $233,236.64 | $183,779.96 | -$49,456.68 | -21.2% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,595 | $314,881.46 | $805,299.57 | $490,418.11 | 155.75% |
| CMD Chris M. Denholm Objective Capital Management LLC | 332 | $212,732.32 | $167,623.48 | -$45,108.84 | -21.2% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,301 | $586,105.99 | $656,861.9 | $70,755.91 | 12.07% |
Mark Fiskio Empirical Asset Management LLC | 911 | $362,453.46 | $482,274.29 | $119,820.83 | 33.06% |
Timothy Low Forte Asset Management LLC | 5,459 | $1.14M | $2.76M | $1.62M | 142.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,002 | $2.32M | $7.07M | $4.75M | 205.24% |
Tu Tran Crosspoint Financial LLC | 685 | $206,289 | $372,139.96 | $165,850.96 | 80.4% |