| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nabeed Zaman Eagle Strategies LLC | 18,229 | $1.92M | $3.5M | $1.59M | 82.77% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 7 | $573.02 | $1,359.99 | $786.97 | 137.34% |
Clint Dunn Beaird Harris Wealth Management LLC | 11,332 | $1.03M | $2.19M | $1.15M | 111.65% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,679 | $897,929.34 | $1.67M | $774,600.75 | 86.27% |
Kathryn Brown Morton Brown Family Wealth LLC | 19 | $1,922.04 | $3,677.07 | $1,755.03 | 91.31% |
Eric Lai Archvest Wealth Advisors Inc. | 3,806 | $463,902.54 | $741,104.32 | $277,201.78 | 59.75% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,508 | $238,133.66 | $483,906.06 | $245,772.4 | 103.21% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,405 | $280,733.05 | $273,967.97 | -$6,765.08 | -2.41% |
Jeremy Baltz Raleigh Capital Management Inc. | 983 | $152,910.13 | $189,650.19 | $36,740.06 | 24.03% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,452 | $198,536.42 | $280,707.9 | $82,171.48 | 41.39% |
Dalila Toledo Ascent Group LLC | 10,003 | $1.33M | $1.93M | $596,928.49 | 44.88% |
| EM Erin Mccann Simplicity Wealth LLC | 6,671 | $951,084.77 | $1.3M | $345,424.08 | 36.32% |
Patrick O'Connell Security Financial Services Inc. | 1,517 | $219,793.25 | $295,086.84 | $75,293.59 | 34.26% |
Michael Byun SageView Advisory Group LLC | 11,444 | $1.25M | $2.21M | $958,708.7 | 76.57% |
Owen Schrum Schrum Private Wealth Management LLC | 2,763 | $298,416.1 | $539,227.08 | $240,810.98 | 80.7% |
Timothy Dempsey DHK Financial Advisors Inc. | 10,572 | $1.1M | $2.05M | $957,479.98 | 87.42% |
Brian Levy West Wealth Group LLC | 5,537 | $648,957.61 | $1.08M | $426,549.27 | 65.73% |
Scott Williams Investmark Advisory Group LLC | 1,416 | $201,341.04 | $275,171.28 | $73,830.24 | 36.67% |
Christopher Warner WARNER FINANCIAL Inc. | 11,742 | $1.08M | $2.28M | $1.2M | 110.39% |
Angela Cox W Advisors LLC | 2,552 | $276,726.61 | $496,312.96 | $219,586.35 | 79.35% |