| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 479,774 | $21.92M | $23.66M | $1.74M | 7.94% |
Patrick O'Connell Security Financial Services Inc. | 196,270 | $6.34M | $9.77M | $3.43M | 54.19% |
Christopher Schurmann Summit Investment Advisory Services LLC | 4,533 | $194,503.74 | $223,862.2 | $29,358.46 | 15.09% |
Michael Byun SageView Advisory Group LLC | 511,049 | $25.19M | $25.16M | -$28,562.79 | -0.11% |
| KB Kimberly Byrne Bill Few Associates Inc. | 40,834 | $1.5M | $2.01M | $511,289.49 | 34.11% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 272,413 | $10.36M | $13.46M | $3.1M | 29.94% |
David T. Morgan High Net Worth Advisory Group LLC | 4,907 | $210,401.63 | $241,571.61 | $31,169.98 | 14.81% |
Samuel Miller Kraft, Davis & Associates LLC | 15,742 | $609,198.73 | $774,978.66 | $165,779.93 | 27.21% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 14,524 | $506,095.72 | $719,010.62 | $212,914.9 | 42.07% |
Timothy Dempsey DHK Financial Advisors Inc. | 15,500 | $504,370 | $765,545 | $261,175 | 51.78% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 321,106 | $11.8M | $15.81M | $4.01M | 33.98% |
Mark Fiskio Empirical Asset Management LLC | 6,025 | $221,871.75 | $296,610.75 | $74,739 | 33.69% |
Timothy Gerlach Novem Group | 153,375 | $5.43M | $7.55M | $2.12M | 39.07% |
Daniel Ronan Catalyst Financial Partners LLC | 10,912 | $443,903.98 | $537,197.76 | $93,293.78 | 21.02% |
Amanda Hawley Atria Wealth Solutions Inc. | 69,849 | $2.4M | $3.46M | $1.06M | 44.1% |
Lincoln Bach Delap Wealth Advisory LLC | 154,240 | $5.77M | $7.62M | $1.85M | 32.06% |
| LV Leah Vaden Redwood Financial Network Corp. | 20,063 | $749,310.99 | $998,736.14 | $249,425.15 | 33.29% |
Eric Dahm Range Financial Group LLC | 94,701 | $3.29M | $4.71M | $1.42M | 43.29% |
Jeffrey Gilbert Balboa Wealth Partners | 12,477 | $548,292.63 | $614,242.71 | $65,950.08 | 12.03% |
Edward Lowndes Angeles Wealth Management LLC | 5,460 | $241,665.66 | $268,795.8 | $27,130.14 | 11.23% |