| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 10,370 | $914,037.96 | $948,440.2 | $34,402.24 | 3.76% |
| KB Kimberly Byrne Bill Few Associates Inc. | 7,247 | $691,505.51 | $660,491.58 | -$31,013.93 | -4.48% |
Kristofer Gray Integrity Financial Corp. /WA | 384 | $40,449.06 | $35,216.64 | -$5,232.42 | -12.94% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 22,907 | $2.06M | $2.1M | $41,409.27 | 2.01% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 630 | $57,040.2 | $57,556.8 | $516.6 | 0.91% |
Allison Brooke Blake WorthPointe LLC | 2,374 | $228,924.82 | $217,078.56 | -$11,846.26 | -5.17% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 76,372 | $7.19M | $6.98M | -$205,210.11 | -2.86% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 2,626 | $247,243.32 | $239,622.5 | -$7,620.82 | -3.08% |
Adam Grossman Mayport LLC | 9,588 | $850,633.39 | $883,725.96 | $33,092.57 | 3.89% |
| DW Darren Woolson Asset Allocation Strategies LLC | 6,257 | $540,230.47 | $575,206.01 | $34,975.54 | 6.47% |
Mark Astrinos Libra Wealth LLC | 6,165 | $531,484.97 | $564,313.27 | $32,828.3 | 6.18% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,843 | $368,479.66 | $351,845.86 | -$16,633.8 | -4.51% |
Timothy Gerlach Novem Group | 29,149 | $2.6M | $2.67M | $65,194.3 | 2.5% |
Christopher Warner WARNER FINANCIAL Inc. | 12,993 | $1.26M | $1.2M | -$59,476.05 | -4.73% |
Jim Clark Worth Asset Management LLC | 8,965 | $808,084.26 | $817,070.1 | $8,985.84 | 1.11% |
Daniel Ronan Catalyst Financial Partners LLC | 2,179 | $210,121 | $199,629.08 | -$10,491.92 | -4.99% |
Amanda Hawley Atria Wealth Solutions Inc. | 116,987 | $10.39M | $10.7M | $304,437.08 | 2.93% |
Stephen Kenney Gray Private Wealth LLC | 98,520 | $8.63M | $9.02M | $380,484.74 | 4.41% |
Edward Lowndes Angeles Wealth Management LLC | 352 | $31,172.52 | $32,193.92 | $1,021.4 | 3.28% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 9,794 | $872,253.64 | $897,815.98 | $25,562.34 | 2.93% |