| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 30,074 | $2.59M | $3.32M | $727,702.88 | 28.06% |
Michael Byun SageView Advisory Group LLC | 4,179 | $385,372.29 | $458,060.19 | $72,687.9 | 18.86% |
Bryan Kupchik Capstone Wealth Management Group LLC | 6,417 | $649,313.74 | $709,848.54 | $60,534.8 | 9.32% |
Timothy Gerlach Novem Group | 18,659 | $1.66M | $2.05M | $385,460.01 | 23.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 49,362 | $4.41M | $5.48M | $1.07M | 24.32% |
Edward Lowndes Angeles Wealth Management LLC | 156 | $18,941.52 | $17,099.16 | -$1,842.36 | -9.73% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 2,039 | $247,575.38 | $225,197.35 | -$22,378.03 | -9.04% |
Angela Cox W Advisors LLC | 4,851 | $391,233.15 | $531,718.11 | $140,484.96 | 35.91% |
John DeMarco Trajan Wealth LLC | 13,058 | $1.14M | $1.43M | $292,289.93 | 25.66% |
CJ Harrison DecisionPoint Financial LLC | 121 | $12,042.47 | $13,441.89 | $1,399.42 | 11.62% |
Samuel Pressley Ridgepath Capital Management LLC | 2,112 | $181,656.08 | $232,816.32 | $51,160.24 | 28.16% |
| AIA Acute Investment Advisory LLC Acute Investment Advisory LLC | 5,792 | $580,184.64 | $639,494.72 | $59,310.08 | 10.22% |
| FIL FWG Investments LLC FWG Investments LLC | 7,259 | $662,429.84 | $806,402.31 | $143,972.47 | 21.73% |
Lukas Lindgren Abound Wealth Management | 458 | $38,559.54 | $50,883.8 | $12,324.26 | 31.96% |
Jessica Thayer Unique Wealth LLC | 2,798 | $282,889.65 | $312,732.46 | $29,842.81 | 10.55% |
Belena Vincetti Fortis Capital Advisors LLC | 12,600 | $1.05M | $1.38M | $329,945.14 | 31.39% |
Dennis Wallace Fortune Financial Advisors LLC | 1,700 | $206,414 | $190,009 | -$16,405 | -7.95% |
| BP Brett Pohl Kingdom Financial Group LLC | 77,417 | $7.52M | $8.57M | $1.05M | 13.97% |
Sue Oleari Trifecta Capital Advisors LLC | 233 | $20,814.11 | $25,539.13 | $4,725.02 | 22.7% |
Scott Register Register Financial Advisors LLC | 123 | $12,320.92 | $13,482.03 | $1,161.11 | 9.42% |