| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 523 | $125,380.44 | $191,485.99 | $66,105.55 | 52.72% |
William Liberti Wealth Effects LLC | 3,226 | $702,769.78 | $1.19M | $489,527.56 | 69.66% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 652 | $213,378.17 | $238,716.76 | $25,338.59 | 11.87% |
Katherine Andersen Western Pacific Wealth Management LP | 1,979 | $455,864.75 | $717,387.5 | $261,522.75 | 57.37% |
Jordan Szekely Cherrydale Wealth Management LLC | 1,461 | $355,987.88 | $534,915.93 | $178,928.05 | 50.26% |
Sara S. Alexander Sonora Investment Management Group LLC | 53,413 | $12.23M | $19.56M | $7.32M | 59.88% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,465 | $324,983.33 | $536,380.45 | $211,397.12 | 65.05% |
Nabeed Zaman Eagle Strategies LLC | 3,762 | $1.15M | $1.38M | $229,780.47 | 20.02% |
| JS Jeffrey Sjovall Phraction Management LLC | 29,298 | $7.52M | $10.73M | $3.21M | 42.66% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 1,835 | $406,074.95 | $671,848.55 | $265,773.6 | 65.45% |
Caitlin Garner SC&H Financial Advisors Inc. | 6,637 | $1.49M | $2.43M | $941,078.71 | 63.21% |
Arlie W. Green Fortress Wealth Management Inc. | 1,121 | $233,595.97 | $410,431.73 | $176,835.76 | 75.7% |
Patrick Severson TrueWealth Financial Partners | 938 | $283,501.12 | $343,429.94 | $59,928.82 | 21.14% |
Bert Miller Miller Wealth Advisors LLC | 646 | $221,651.38 | $236,519.98 | $14,868.6 | 6.71% |
M. Katherine Pieper Unionview LLC | 2,261 | $495,918.11 | $827,819.93 | $331,901.82 | 66.93% |
Michelle Wells Darrow Company Inc. | 687 | $239,384.61 | $251,531.31 | $12,146.7 | 5.07% |
Amir Ali Monsefi Aire Advisors LLC | 4,162 | $917,355.03 | $1.52M | $606,478.03 | 66.11% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 2,558 | $562,275.96 | $936,560.54 | $374,284.58 | 66.57% |
Jason Whitby Stone Summit Wealth LLC | 7,643 | $1.74M | $2.8M | $1.06M | 60.9% |
Katherine Saltonstall Sandy Cove Advisors LLC | 2,475 | $687,476.53 | $906,171.75 | $218,695.22 | 31.81% |