| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 17,697 | $1.69M | $1.8M | $103,646.43 | 6.13% |
Patrick O'Connell Security Financial Services Inc. | 6,634 | $504,321.18 | $673,483.68 | $169,162.5 | 33.54% |
Christopher Schurmann Summit Investment Advisory Services LLC | 20,373 | $1.91M | $2.07M | $153,039.28 | 8% |
Michael Byun SageView Advisory Group LLC | 71,674 | $6.54M | $7.24M | $693,775.48 | 10.6% |
Owen Schrum Schrum Private Wealth Management LLC | 10,676 | $984,767.58 | $1.08M | $99,433.6 | 10.1% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 15,575 | $1.27M | $1.58M | $314,080.3 | 24.77% |
Kristofer Gray Integrity Financial Corp. /WA | 1,942 | $157,947.96 | $196,666.34 | $38,718.38 | 24.51% |
David T. Morgan High Net Worth Advisory Group LLC | 55,252 | $4.44M | $5.59M | $1.15M | 25.83% |
Jaimie Palmer Beacon Capital Management LLC | 3,057 | $244,736.95 | $310,652.34 | $65,915.39 | 26.93% |
Brian Levy West Wealth Group LLC | 3,432 | $324,533.06 | $348,021.96 | $23,488.9 | 7.24% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 13,470 | $1.17M | $1.36M | $197,201.01 | 16.9% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,338 | $316,843.3 | $338,807 | $21,963.7 | 6.93% |
Conor Sheridan Sheridan Capital Management LLC | 29,102 | $2.36M | $2.94M | $584,903.77 | 24.81% |
Timothy Low Forte Asset Management LLC | 5,565 | $434,236.95 | $564,291 | $130,054.05 | 29.95% |
Christopher Warner WARNER FINANCIAL Inc. | 5,501 | $444,880.92 | $559,121.64 | $114,240.72 | 25.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 84,757 | $6.12M | $8.61M | $2.49M | 40.65% |
Lincoln Bach Delap Wealth Advisory LLC | 4,024 | $377,793.98 | $407,470.24 | $29,676.26 | 7.86% |
Craig Johnsen Fortitude Advisory Group LLC | 3,815 | $356,373.62 | $387,527.7 | $31,154.08 | 8.74% |
Jeffrey Gilbert Balboa Wealth Partners | 2,482 | $232,985.34 | $250,731.64 | $17,746.3 | 7.62% |
Edward Lowndes Angeles Wealth Management LLC | 1,126 | $104,425.24 | $113,844.23 | $9,418.99 | 9.02% |