| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle McCarthy Vantage Financial Partners LLC | 7,878 | $373,782.21 | $448,573.32 | $74,791.11 | 20.01% |
Allison Tronnes Forum Financial Management LP | 7,775 | $383,851.75 | $442,708.5 | $58,856.75 | 15.33% |
Paul Elam Oak Harbor Wealth Partners LLC | 230 | $8,648 | $13,296.3 | $4,648.3 | 53.75% |
| LWL Leo Wealth LLC Leo Wealth LLC | 9,449 | $505,131.02 | $538,026.06 | $32,895.04 | 6.51% |
William Jollie Quent Capital LLC | 3,346 | $179,090.54 | $192,729.6 | $13,639.06 | 7.62% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 6,954 | $346,283.05 | $404,444.64 | $58,161.59 | 16.8% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 6,651 | $338,178.57 | $378,707.94 | $40,529.37 | 11.98% |
Marc H. Stone Tyler-Stone Wealth Management | 35,314 | $1.46M | $2.01M | $550,481.43 | 37.7% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 11,831 | $420,930.49 | $673,657.14 | $252,726.65 | 60.04% |
Dalila Toledo Ascent Group LLC | 17,282 | $799,077.57 | $984,037.08 | $184,959.51 | 23.15% |
| EM Erin Mccann Simplicity Wealth LLC | 157,489 | $8.27M | $9.1M | $835,518.52 | 10.1% |
| YH Yanjuan Huang Vienna Asset Management LLC | 11,302 | $577,714.7 | $657,324.32 | $79,609.62 | 13.78% |
Michael Byun SageView Advisory Group LLC | 4,736 | $222,344.55 | $272,888.32 | $50,543.77 | 22.73% |
Daniel Bennett APS Management Group Inc. | 20,301 | $1.09M | $1.16M | $68,222.64 | 6.27% |
Brian Clay Clay Northam Wealth Management LLC | 11,240 | $439,276.94 | $649,784.4 | $210,507.46 | 47.92% |
Kristofer Gray Integrity Financial Corp. /WA | 3,451 | $135,817.09 | $196,499.94 | $60,682.85 | 44.68% |
Kristen Williams Athena Investment Management | 5,400 | $208,061.8 | $312,174 | $104,112.2 | 50.04% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 908 | $47,081.4 | $51,701.52 | $4,620.12 | 9.81% |
Jaimie Palmer Beacon Capital Management LLC | 5,050 | $253,895.41 | $287,547 | $33,651.59 | 13.25% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 4,715 | $213,815.84 | $268,472.1 | $54,656.26 | 25.56% |