| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Randy D. Kurtz Upper Left Wealth Management LLC | 18,308 | $2.17M | $2.76M | $587,015.75 | 27.07% |
W. Travis McKinney HB Wealth Management LLC | 7,282 | $1.05M | $1.1M | $41,865.68 | 3.97% |
Mark Perrault Intergy Private Wealth LLC | 14,421 | $1.72M | $2.17M | $453,297.16 | 26.4% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,418 | $218,757 | $213,437.36 | -$5,319.64 | -2.43% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 125 | $16,277.75 | $18,815 | $2,537.25 | 15.59% |
| FCI Family CFO Inc Family CFO Inc | 82,953 | $9.89M | $12.49M | $2.59M | 26.22% |
William Jollie Quent Capital LLC | 16 | $2,281.58 | $2,538.88 | $257.3 | 11.28% |
Dalila Toledo Ascent Group LLC | 8,373 | $967,918.8 | $1.26M | $292,385.16 | 30.21% |
| EM Erin Mccann Simplicity Wealth LLC | 21,796 | $2.92M | $3.42M | $493,558.4 | 16.88% |
Michael Byun SageView Advisory Group LLC | 2,596 | $310,930.24 | $411,764.57 | $100,834.33 | 32.43% |
Kristen Williams Athena Investment Management | 1,800 | $226,728 | $282,258 | $55,530 | 24.49% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 32,550 | $3.92M | $4.9M | $980,164.19 | 25.01% |
| DW Darren Woolson Asset Allocation Strategies LLC | 7,587 | $932,078.19 | $1.21M | $281,386.59 | 30.19% |
Timothy Dempsey DHK Financial Advisors Inc. | 4,741 | $557,344.23 | $713,615.32 | $156,271.09 | 28.04% |
Timothy Gerlach Novem Group | 2,769 | $401,360.06 | $416,789.88 | $15,429.82 | 3.84% |
Christopher Warner WARNER FINANCIAL Inc. | 6,005 | $617,582.14 | $903,872.6 | $286,290.46 | 46.36% |
Jeffrey Gilbert Balboa Wealth Partners | 2,023 | $271,870.97 | $320,878.17 | $49,007.2 | 18.03% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 200 | $20,562 | $30,104 | $9,542 | 46.41% |
Rosemarie Ranzie Stage Harbor Financial LLC | 2,844 | $328,766.4 | $451,101.09 | $122,334.69 | 37.21% |
Abraham Martinez Amara Financial LLC | 1,578 | $243,505 | $250,294.49 | $6,789.49 | 2.79% |