| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 1,163 | $298,925.89 | $408,823.57 | $109,897.68 | 36.76% |
| EM Erin Mccann Simplicity Wealth LLC | 2,537 | $778,815.35 | $901,015.55 | $122,200.2 | 15.69% |
Michael Byun SageView Advisory Group LLC | 25,180 | $6.66M | $8.87M | $2.21M | 33.19% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 9,360 | $1.95M | $3.32M | $1.37M | 70.25% |
Kristofer Gray Integrity Financial Corp. /WA | 334 | $95,290.2 | $118,122.44 | $22,832.24 | 23.96% |
David T. Morgan High Net Worth Advisory Group LLC | 3,501 | $780,718.97 | $1.24M | $456,709.48 | 58.5% |
Dan Mohr Retireful LLC | 16,819 | $5.92M | $5.97M | $50,456.83 | 0.85% |
Kristen Williams Athena Investment Management | 7,699 | $2.07M | $2.74M | $670,738.19 | 32.4% |
Jaimie Palmer Beacon Capital Management LLC | 23,303 | $4.72M | $8.3M | $3.57M | 75.6% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,771 | $391,426.42 | $630,617.68 | $239,191.26 | 61.11% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 2,127 | $464,477.1 | $757,116.28 | $292,639.18 | 63% |
Adam Grossman Mayport LLC | 29,933 | $5.64M | $10.64M | $5.01M | 88.8% |
Brian Levy West Wealth Group LLC | 4,185 | $1.47M | $1.48M | $11,341.31 | 0.77% |
| CMD Chris M. Denholm Objective Capital Management LLC | 16,051 | $3.52M | $5.72M | $2.2M | 62.43% |
| BPN Brent P. Nicks Strategic Planning Inc. | 1,074 | $338,010.56 | $380,915.58 | $42,905.02 | 12.69% |
Mark Fiskio Empirical Asset Management LLC | 5,578 | $1.72M | $1.97M | $248,574.62 | 14.47% |
Christopher Warner WARNER FINANCIAL Inc. | 583 | $200,499.53 | $207,239.01 | $6,739.48 | 3.36% |
Daniel Ronan Catalyst Financial Partners LLC | 1,470 | $439,310 | $518,696.85 | $79,386.85 | 18.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,798 | $5.38M | $8.83M | $3.45M | 64.12% |
Lincoln Bach Delap Wealth Advisory LLC | 945 | $297,485.82 | $332,526.6 | $35,040.78 | 11.78% |