| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 2,563 | $289,678.89 | $390,960.02 | $101,281.13 | 34.96% |
Kristen Williams Athena Investment Management | 1,800 | $226,728 | $274,329.36 | $47,601.36 | 20.99% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 32,550 | $3.92M | $4.97M | $1.05M | 26.69% |
| DW Darren Woolson Asset Allocation Strategies LLC | 6,925 | $829,934.92 | $1.06M | $226,404.58 | 27.28% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 4,741 | $557,344.23 | $723,192.14 | $165,847.91 | 29.76% |
| TG Timothy Gerlach Novem Group | 2,379 | $341,177.25 | $362,892.66 | $21,715.41 | 6.36% |
Christopher Warner WARNER FINANCIAL Inc. | 6,005 | $617,582.14 | $916,002.7 | $298,420.56 | 48.32% |
Jeffrey Gilbert Balboa Wealth Partners | 2,078 | $279,262.42 | $317,580.74 | $38,318.32 | 13.72% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 200 | $20,562 | $30,512 | $9,950 | 48.39% |
| RR Rosemarie Ranzie Stage Harbor Financial LLC | 2,844 | $328,766.4 | $434,648.52 | $105,882.12 | 32.21% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 139 | $16,796.1 | $20,950.08 | $4,153.98 | 24.73% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 32,635 | $3.75M | $4.98M | $1.24M | 33.02% |
Brook Hart Presilium Private Wealth LLC | 70,841 | $7.85M | $10.83M | $2.98M | 37.93% |
Mark Mowrey Signature Resources Capital Management LLC | 246 | $28,297.38 | $37,077.12 | $8,779.74 | 31.03% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 5,276 | $671,444.37 | $807,650.08 | $136,205.71 | 20.29% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 44 | $5,061.32 | $6,717.48 | $1,656.16 | 32.72% |
Mariana Coli Dunhill Financial LLC | 4,704 | $643,884.58 | $718,159.68 | $74,275.1 | 11.54% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4,360 | $478,495.79 | $666,644 | $188,148.21 | 39.32% |
Lukas Lindgren Abound Wealth Management | 24 | $3,439.53 | $3,690.36 | $250.83 | 7.29% |
Brian Dechow SWAN Capital LLC | 31,730 | $4.13M | $4.84M | $714,665.73 | 17.31% |