| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 9,333 | $338,516.2 | $414,291.87 | $75,775.67 | 22.38% |
| KC Kasey Cook Maripau Wealth Management LLC | 11,589 | $412,516.46 | $509,916 | $97,399.54 | 23.61% |
Ryan Charles Stout Theory Financial LLC | 43,363 | $1.55M | $1.85M | $300,602.73 | 19.43% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,311 | $763,680.21 | $857,215.29 | $93,535.08 | 12.25% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 68,107 | $2.51M | $2.9M | $395,076.37 | 15.76% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 78,351 | $2.83M | $3.48M | $644,273.22 | 22.74% |
Taylor Jobe MKT Advisors LLC | 23,333 | $848,064.38 | $994,219.13 | $146,154.75 | 17.23% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 116 | $4,127.28 | $4,942.76 | $815.48 | 19.76% |
Clint Dunn Beaird Harris Wealth Management LLC | 784 | $33,798.24 | $33,406.24 | -$392 | -1.16% |
| HGL Herbst Group LLC Herbst Group LLC | 5,000 | $215,550 | $213,050 | -$2,500 | -1.16% |
Morgan Christen Spinnaker Investment Group LLC | 5,918 | $255,124.98 | $252,165.98 | -$2,959 | -1.16% |
Jeremy Baltz Raleigh Capital Management Inc. | 16,782 | $603,086.06 | $715,081.02 | $111,994.96 | 18.57% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,345 | $368,904.78 | $459,214.55 | $90,309.77 | 24.48% |
Dalila Toledo Ascent Group LLC | 787,796 | $27.92M | $33.57M | $5.64M | 20.21% |
| EM Erin Mccann Simplicity Wealth LLC | 62,512 | $2.26M | $2.66M | $404,423.36 | 17.9% |
Patrick O'Connell Security Financial Services Inc. | 266,440 | $9.32M | $11.35M | $2.03M | 21.81% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 7,593 | $270,293.98 | $323,537.73 | $53,243.75 | 19.7% |
Jaimie Palmer Beacon Capital Management LLC | 98,838 | $4.05M | $4.21M | $162,090.22 | 4% |
Brian Levy West Wealth Group LLC | 373,988 | $13.48M | $15.94M | $2.46M | 18.23% |
Candice Gilman Sofi Wealth LLC | 2.41M | $87.37M | $106.72M | $19.35M | 22.15% |