| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 17,800 | $2.15M | $2.74M | $596,148.45 | 27.77% |
| EM Erin Mccann Simplicity Wealth LLC | 20,383 | $2.6M | $3.2M | $601,198.88 | 23.16% |
Michael Byun SageView Advisory Group LLC | 2,990 | $393,987.99 | $461,656 | $67,668.01 | 17.18% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,656 | $325,537.28 | $412,503.36 | $86,966.08 | 26.71% |
Owen Schrum Schrum Private Wealth Management LLC | 1,792 | $234,053.12 | $280,322.56 | $46,269.44 | 19.77% |
David T. Morgan High Net Worth Advisory Group LLC | 3,042 | $323,972.1 | $473,152.68 | $149,180.58 | 46.05% |
| DW Darren Woolson Asset Allocation Strategies LLC | 2,870 | $276,778.82 | $449,126.3 | $172,347.48 | 62.27% |
Molly Crider Walker Asset Management LLC | 1,401 | $219,522.69 | $219,788.88 | $266.19 | 0.12% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 2,796 | $365,185.56 | $437,909.52 | $72,723.96 | 19.91% |
Mark Fiskio Empirical Asset Management LLC | 4,597 | $600,414.17 | $710,880.08 | $110,465.91 | 18.4% |
Timothy Gerlach Novem Group | 2,093 | $224,944.44 | $323,661.52 | $98,717.08 | 43.89% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 8,083 | $1.74M | $1.26M | -$480,521.71 | -27.55% |
Daniel Ronan Catalyst Financial Partners LLC | 2,152 | $281,073 | $332,763.76 | $51,690.76 | 18.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,826 | $2.63M | $2.95M | $321,269.1 | 12.23% |
Jeffrey Gilbert Balboa Wealth Partners | 4,787 | $595,899.72 | $738,729.84 | $142,830.12 | 23.97% |
Sean Murray Quantum Financial Advisors LLC | 1,597 | $208,584.17 | $248,397.38 | $39,813.21 | 19.09% |
Edward Lowndes Angeles Wealth Management LLC | 1,704 | $206,337.36 | $263,540.64 | $57,203.28 | 27.72% |
Kevin Zemann WealthPlan Investment Management LLC | 1,767 | $276,871.23 | $276,765.21 | -$106.02 | -0.04% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,469 | $258,399.09 | $382,546.86 | $124,147.77 | 48.04% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 70 | $10,432.77 | $10,990.7 | $557.93 | 5.35% |