| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 2,468 | $557,108.33 | $559,125.4 | $2,017.07 | 0.36% |
Dalila Toledo Ascent Group LLC | 18,894 | $3.9M | $4.28M | $384,757.89 | 9.88% |
| EM Erin Mccann Simplicity Wealth LLC | 5,711 | $1.3M | $1.31M | $5,153.45 | 0.4% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 17,986 | $3M | $4.07M | $1.08M | 35.9% |
Ed West Values First Advisors Inc. | 18 | $3,836.7 | $4,077.9 | $241.2 | 6.29% |
Michael Byun SageView Advisory Group LLC | 1,402 | $309,599.22 | $319,193.34 | $9,594.12 | 3.1% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,386 | $615,447.2 | $767,098.3 | $151,651.1 | 24.64% |
Brian Clay Clay Northam Wealth Management LLC | 1,000 | $213,150 | $226,600 | $13,450 | 6.31% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 7,796 | $1.34M | $1.77M | $423,651.5 | 31.56% |
David T. Morgan High Net Worth Advisory Group LLC | 5,208 | $894,551.33 | $1.18M | $285,321.07 | 31.9% |
Jason Matthews Kfg Wealth Management LLC | 2,633 | $578,545.19 | $596,506.15 | $17,960.96 | 3.1% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 25 | $5,787.75 | $5,663.75 | -$124 | -2.14% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 9,798 | $1.77M | $2.22M | $448,933.22 | 25.35% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,304 | $295,436.83 | $295,421.2 | -$15.63 | -0.01% |
Mark Fiskio Empirical Asset Management LLC | 968 | $195,952.61 | $220,384.56 | $24,431.95 | 12.47% |
Timothy Gerlach Novem Group | 1,200 | $242,100 | $271,860 | $29,760 | 12.29% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 8,060 | $1.36M | $1.83M | $469,212.14 | 34.58% |
Daniel Ronan Catalyst Financial Partners LLC | 2,525 | $479,354.64 | $572,038.75 | $92,684.11 | 19.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,721 | $2.68M | $3.11M | $429,122.95 | 16.02% |
Jeffrey Gilbert Balboa Wealth Partners | 1,537 | $337,812.02 | $349,928.79 | $12,116.77 | 3.59% |