| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brenda Bickle Adamsbrown Wealth Consultants LLC | 46,918 | $4.46M | $5.41M | $952,281.28 | 21.36% |
William Jollie Quent Capital LLC | 744 | $83,982.72 | $85,723.68 | $1,740.96 | 2.07% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 6,690 | $713,110.88 | $768,881.7 | $55,770.82 | 7.82% |
| EM Erin Mccann Simplicity Wealth LLC | 3,193 | $360,425.84 | $366,412.71 | $5,986.87 | 1.66% |
Michael Byun SageView Advisory Group LLC | 3,064 | $301,698.5 | $349,571.76 | $47,873.26 | 15.87% |
Owen Schrum Schrum Private Wealth Management LLC | 2,300 | $259,624 | $265,086.5 | $5,462.5 | 2.1% |
Thomas Mason Mason & Associates Inc. | 33,957 | $3.51M | $3.92M | $405,177.32 | 11.53% |
Samuel Miller Kraft, Davis & Associates LLC | 3,733 | $257,838.31 | $430,825.53 | $172,987.22 | 67.09% |
Randy Smith Fairway Financial LLC | 7,913 | $773,735.31 | $902,240.26 | $128,504.95 | 16.61% |
Timothy Dempsey DHK Financial Advisors Inc. | 8,042 | $777,722.17 | $922,739.08 | $145,016.91 | 18.65% |
Scott Williams Investmark Advisory Group LLC | 4,275 | $345,035.25 | $493,463.25 | $148,428 | 43.02% |
Amanda Hawley Atria Wealth Solutions Inc. | 82,783 | $8.64M | $9.54M | $898,443.07 | 10.4% |
| LV Leah Vaden Redwood Financial Network Corp. | 4,085 | $309,384.69 | $469,917.97 | $160,533.28 | 51.89% |
Matthew Heller Willner & Heller LLC | 3,502 | $331,999.26 | $404,113.29 | $72,114.03 | 21.72% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 22,983 | $2.35M | $2.64M | $282,414.77 | 11.99% |
Adam Schwallier Schwallier Wealth Management LLC | 3,751 | $371,585.56 | $430,446 | $58,860.44 | 15.84% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 140,808 | $13.52M | $16.13M | $2.61M | 19.34% |
Rachel Faulk Cape Investment Advisory Inc. | 356 | $40,162.33 | $41,030.78 | $868.45 | 2.16% |
Mariana Coli Dunhill Financial LLC | 757 | $77,531.56 | $87,221.54 | $9,689.98 | 12.5% |
Scott Register Register Financial Advisors LLC | 22 | $2,274 | $2,516.25 | $242.25 | 10.65% |