| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Geraci ETF Store Inc. | 1,549 | $202,314.89 | $223,815.03 | $21,500.14 | 10.63% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 422 | $53,393.6 | $60,974.78 | $7,581.18 | 14.2% |
Jeremy Baltz Raleigh Capital Management Inc. | 501 | $62,240.17 | $72,389.5 | $10,149.33 | 16.31% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,592 | $314,164 | $374,518.11 | $60,354.11 | 19.21% |
William Jollie Quent Capital LLC | 1,195 | $195,656.34 | $178,891.5 | -$16,764.84 | -8.57% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,824 | $221,030 | $281,771.52 | $60,741.52 | 27.48% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 6,763 | $1.04M | $1.03M | -$15,724.29 | -1.51% |
Marc H. Stone Tyler-Stone Wealth Management | 2,989 | $472,670.18 | $431,880.64 | -$40,789.54 | -8.63% |
Dalila Toledo Ascent Group LLC | 5,003 | $475,593.38 | $722,883.52 | $247,290.14 | 52% |
| EM Erin Mccann Simplicity Wealth LLC | 20,383 | $2.6M | $3.01M | $414,694.43 | 15.98% |
Michael Byun SageView Advisory Group LLC | 2,990 | $393,987.99 | $447,573.1 | $53,585.11 | 13.6% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,668 | $326,990.36 | $385,499.35 | $58,508.99 | 17.89% |
Owen Schrum Schrum Private Wealth Management LLC | 1,792 | $234,053.12 | $268,244.48 | $34,191.36 | 14.61% |
David T. Morgan High Net Worth Advisory Group LLC | 3,042 | $323,972.1 | $439,538.61 | $115,566.51 | 35.67% |
| DW Darren Woolson Asset Allocation Strategies LLC | 2,870 | $276,778.82 | $433,398.7 | $156,619.88 | 56.59% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 2,796 | $365,185.56 | $431,926.08 | $66,740.52 | 18.28% |
Mark Fiskio Empirical Asset Management LLC | 4,597 | $600,414.17 | $688,124.93 | $87,710.76 | 14.61% |
Timothy Gerlach Novem Group | 2,093 | $224,944.44 | $302,417.59 | $77,473.15 | 34.44% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 8,294 | $1.79M | $1.2M | -$594,813.29 | -33.17% |
Daniel Ronan Catalyst Financial Partners LLC | 2,152 | $281,073 | $310,942.5 | $29,869.5 | 10.63% |