| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 9,449 | $505,131.02 | $527,632.16 | $22,501.14 | 4.45% |
William Jollie Quent Capital LLC | 3,346 | $179,090.54 | $187,493.11 | $8,402.57 | 4.69% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 6,954 | $346,283.05 | $389,180.61 | $42,897.56 | 12.39% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 6,651 | $338,178.57 | $372,921.57 | $34,743 | 10.27% |
Marc H. Stone Tyler-Stone Wealth Management | 35,454 | $1.47M | $1.98M | $517,085.39 | 35.23% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 11,831 | $420,930.49 | $663,305.01 | $242,374.52 | 57.58% |
Dalila Toledo Ascent Group LLC | 15,916 | $747,715.97 | $884,850.02 | $137,134.05 | 18.34% |
| EM Erin Mccann Simplicity Wealth LLC | 157,489 | $8.27M | $8.76M | $490,617.61 | 5.93% |
| YH Yanjuan Huang Vienna Asset Management LLC | 11,302 | $577,714.7 | $628,617.24 | $50,902.54 | 8.81% |
Michael Byun SageView Advisory Group LLC | 4,736 | $222,344.55 | $263,771.52 | $41,426.97 | 18.63% |
Daniel Bennett APS Management Group Inc. | 13,423 | $717,178.47 | $752,896.07 | $35,717.6 | 4.98% |
Brian Clay Clay Northam Wealth Management LLC | 11,240 | $439,276.94 | $629,215.2 | $189,938.26 | 43.24% |
Kristofer Gray Integrity Financial Corp. /WA | 3,451 | $135,817.09 | $193,256 | $57,438.91 | 42.29% |
Kristen Williams Athena Investment Management | 5,400 | $208,061.8 | $302,778 | $94,716.2 | 45.52% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 908 | $47,081.4 | $50,639.16 | $3,557.76 | 7.56% |
Jaimie Palmer Beacon Capital Management LLC | 5,050 | $253,895.41 | $283,103 | $29,207.59 | 11.5% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 4,715 | $213,815.84 | $263,733.52 | $49,917.68 | 23.35% |
| DW Darren Woolson Asset Allocation Strategies LLC | 75,993 | $2.62M | $4.26M | $1.64M | 62.48% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,929 | $385,598.22 | $444,063.64 | $58,465.42 | 15.16% |
Mark Fiskio Empirical Asset Management LLC | 14,075 | $643,287.83 | $788,481.5 | $145,193.67 | 22.57% |