| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 843 | $350,028.78 | $396,193.15 | $46,164.37 | 13.19% |
| EW Ed West Values First Advisors Inc. | 4,852 | $1.33M | $2.28M | $952,465.8 | 71.73% |
Michael Byun SageView Advisory Group LLC | 8,289 | $3.18M | $3.9M | $713,522.87 | 22.42% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,380 | $1.1M | $3M | $1.9M | 172.77% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 2,584 | $389,144.95 | $1.21M | $825,283.4 | 212.08% |
| PP Penny Paul Andina Capital Management LLC | 957 | $398,820 | $449,770.87 | $50,950.87 | 12.78% |
Katie Christensen iSAM Funds UKK) Ltd | 2,795 | $1.16M | $1.31M | $148,806.13 | 12.78% |
Kristen Williams Athena Investment Management | 633 | $190,823.37 | $297,497.35 | $106,673.98 | 55.9% |
| JP Jaimie Palmer Beacon Capital Management LLC | 668 | $114,338.68 | $313,946.65 | $199,607.97 | 174.58% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 660 | $255,577.41 | $310,186.81 | $54,609.4 | 21.37% |
| DW Darren Woolson Asset Allocation Strategies LLC | 938 | $190,548.49 | $440,841.25 | $250,292.76 | 131.35% |
Daniel Lavoie Walter Public Investments Inc. | 40,933 | $15.9M | $19.24M | $3.34M | 21.01% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,059 | $412,162.81 | $497,708.83 | $85,546.02 | 20.76% |
Mark Fiskio Empirical Asset Management LLC | 1,577 | $657,198.98 | $741,158.48 | $83,959.5 | 12.78% |
Daniel Ronan Catalyst Financial Partners LLC | 2,416 | $515,241.84 | $1.14M | $620,229.86 | 120.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,827 | $1.89M | $4.62M | $2.73M | 144.29% |
Jeffrey Gilbert Balboa Wealth Partners | 578 | $218,050.84 | $271,648.45 | $53,597.61 | 24.58% |
| SM Sean Murray Quantum Financial Advisors LLC | 638 | $160,593.02 | $299,847.25 | $139,254.23 | 86.71% |
| EL Edward Lowndes Angeles Wealth Management LLC | 822 | $347,274.39 | $386,323.57 | $39,049.18 | 11.24% |
| JMP James M. Perkins Quantum Private Wealth LLC | 995 | $259,596.2 | $467,630.11 | $208,033.91 | 80.14% |