| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 20,556 | $1.66M | $1.75M | $92,887.66 | 5.6% |
Michael Byun SageView Advisory Group LLC | 1,159 | $90,032 | $98,706.23 | $8,674.23 | 9.63% |
| DW Darren Woolson Asset Allocation Strategies LLC | 11,043 | $845,824.28 | $940,477.09 | $94,652.81 | 11.19% |
| CMD Chris M. Denholm Objective Capital Management LLC | 13,458 | $1.03M | $1.15M | $111,513.33 | 10.78% |
Mark Fiskio Empirical Asset Management LLC | 7,091 | $544,814.43 | $603,905.01 | $59,090.58 | 10.85% |
Christopher Warner WARNER FINANCIAL Inc. | 3,413 | $262,914.68 | $290,668.14 | $27,753.46 | 10.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 86,029 | $6.47M | $7.29M | $823,321.76 | 12.73% |
| LV Leah Vaden Redwood Financial Network Corp. | 14,710 | $1.14M | $1.25M | $112,228.53 | 9.88% |
Jeffrey Gilbert Balboa Wealth Partners | 4,467 | $345,448.37 | $378,868.6 | $33,420.23 | 9.67% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,801 | $139,901.68 | $152,751.81 | $12,850.13 | 9.19% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 195,321 | $14.59M | $16.73M | $2.14M | 14.66% |
| NB Nolan Baker Retirement Guys Formula LLC | 29,028 | $2.24M | $2.46M | $220,653.68 | 9.84% |
| TD Tom Deck Bricktown Capital LLC | 8,508 | $651,542.75 | $709,737.36 | $58,194.61 | 8.93% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 872 | $71,486.56 | $74,137.44 | $2,650.88 | 3.71% |
| RD Rodrigo Diaz Plan Group Financial LLC | 3,667 | $287,562.21 | $310,888.26 | $23,326.05 | 8.11% |
Mark Mowrey Signature Resources Capital Management LLC | 80 | $6,214.35 | $6,801.6 | $587.25 | 9.45% |
Brendan Corcoran Valence8 US LP | 129,368 | $9.6M | $10.97M | $1.37M | 14.3% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 372 | $26,971.09 | $31,532.58 | $4,561.49 | 16.91% |
Mariana Coli Dunhill Financial LLC | 2,362 | $188,400.36 | $200,214.93 | $11,814.57 | 6.27% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4,755 | $359,866.65 | $402,891.15 | $43,024.5 | 11.96% |