| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 7,191 | $704,417.91 | $2.08M | $1.38M | 195.6% |
| MS Missy Straw Nilsine Partners LLC | 22,723 | $3.72M | $6.58M | $2.86M | 76.68% |
| EM Erin Mccann Simplicity Wealth LLC | 2,297 | $412,905.05 | $665,119.32 | $252,214.27 | 61.08% |
| EW Ed West Values First Advisors Inc. | 1,027 | $257,345.66 | $297,378.12 | $40,032.46 | 15.56% |
Michael Byun SageView Advisory Group LLC | 1,391 | $225,398 | $402,777.96 | $177,379.96 | 78.7% |
Brian Clay Clay Northam Wealth Management LLC | 2,250 | $344,508.25 | $651,510 | $307,001.75 | 89.11% |
| TK Taro Kuriyama Axq Capita LLP | 3,612 | $558,609.47 | $1.05M | $487,281.25 | 87.23% |
| TM Thomas Mason Mason & Associates Inc. | 4,126 | $512,041.53 | $1.19M | $682,683.03 | 133.33% |
Jesse Rodrigue Fortune 45 LLC | 1,243 | $311,470.94 | $359,923.08 | $48,452.14 | 15.56% |
Dan Mohr Retireful LLC | 3,879 | $971,999.82 | $1.12M | $151,203.42 | 15.56% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,875 | $282,829.29 | $542,925 | $260,095.71 | 91.96% |
Mark Fiskio Empirical Asset Management LLC | 1,512 | $228,100.32 | $437,814.72 | $209,714.4 | 91.94% |
Jim Clark Worth Asset Management LLC | 604 | $202,231.29 | $174,894.24 | -$27,337.05 | -13.52% |
Daniel Ronan Catalyst Financial Partners LLC | 983 | $246,320 | $284,637.48 | $38,317.48 | 15.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,973 | $1.73M | $5.2M | $3.47M | 200.05% |
| MS Mark Sheppard M & L Capital Management Ltd. | 37,100 | $8.85M | $10.74M | $1.89M | 21.33% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,197 | $413,175.87 | $925,723.32 | $512,547.45 | 124.05% |
Matthew Heller Willner & Heller LLC | 2,595 | $406,099.35 | $751,408.2 | $345,308.85 | 85.03% |
| ED Eric Dahm Range Financial Group LLC | 3,608 | $770,506.74 | $1.04M | $274,225.74 | 35.59% |
Craig Johnsen Fortitude Advisory Group LLC | 6,302 | $1.09M | $1.82M | $738,983.85 | 68.06% |