| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Cheung Chan Chemistry Wealth Management LLC | 4,302 | $401,959.22 | $499,419.16 | $97,459.94 | 24.25% |
Sean Reitenbach Prosperity Consulting Group LLC | 96,433 | $9.95M | $11.37M | $1.42M | 14.3% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,160 | $236,305.42 | $250,754.39 | $14,448.97 | 6.11% |
| MWM Marion Wealth Management Marion Wealth Management | 27,391 | $2.45M | $3.18M | $728,599.46 | 29.72% |
W. Travis McKinney HB Wealth Management LLC | 37,790 | $4.04M | $4.39M | $351,145.91 | 8.7% |
| MC mike Chen Byrne Asset Management LLC | 2,364 | $206,463.28 | $274,436.75 | $67,973.47 | 32.92% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 9,033 | $848,088.81 | $1.05M | $200,552.12 | 23.65% |
Courtney Lawson Autumn Glory Partners LLC | 3,705 | $361,247.72 | $430,113.44 | $68,865.72 | 19.06% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $119.41 | $116.09 | -$3.32 | -2.78% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,334 | $174,513.18 | $270,954.05 | $96,440.87 | 55.26% |
Michelle McCarthy Vantage Financial Partners LLC | 2,399 | $286,464.59 | $278,499.9 | -$7,964.69 | -2.78% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,045 | $360,021.85 | $353,494.04 | -$6,527.81 | -1.81% |
William Jollie Quent Capital LLC | 2 | $234.56 | $239.72 | $5.16 | 2.2% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,125 | $155,327.61 | $246,691.24 | $91,363.63 | 58.82% |
Dalila Toledo Ascent Group LLC | 2,020 | $198,580.94 | $234,501.79 | $35,920.85 | 18.09% |
| EM Erin Mccann Simplicity Wealth LLC | 23,476 | $2.69M | $2.73M | $37,981.63 | 1.41% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 2,328 | $273,027.84 | $270,257.51 | -$2,770.33 | -1.01% |
Chad Soukup jvl associates LLC | 29,574 | $1.46M | $3.43M | $1.97M | 134.8% |
Dan Mohr Retireful LLC | 21,842 | $2.56M | $2.54M | -$25,992.07 | -1.01% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 160 | $17,387.2 | $18,574.4 | $1,187.2 | 6.83% |