| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CB Catherine Bluvol Next Level Private LLC | 3,886 | $367,103.99 | $486,838.08 | $119,734.09 | 32.62% |
James Langer Redmont Wealth Advisors LLC | 11,134 | $1.05M | $1.39M | $347,011.11 | 33.12% |
Christopher Pelch Vance Wealth LLC | 3,547 | $323,131.7 | $456,605.31 | $133,473.61 | 41.31% |
| EI Excelsior Investors Intelligent Financial Strategies | 2,241 | $153,417.23 | $280,752.48 | $127,335.25 | 83% |
W. Travis McKinney HB Wealth Management LLC | 361,409 | $31.5M | $45.28M | $13.77M | 43.72% |
Mark Perrault Intergy Private Wealth LLC | 74,913 | $6.19M | $9.39M | $3.2M | 51.63% |
Russell Mohberg Regatta Capital Group LLC | 231,102 | $19.52M | $29.47M | $9.95M | 50.96% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 118,369 | $9.42M | $14.83M | $5.41M | 57.37% |
Courtney Lawson Autumn Glory Partners LLC | 5,046 | $439,859.82 | $632,162.88 | $192,303.06 | 43.72% |
Sue Cox BetterWealth LLC | 163,569 | $15.7M | $20.49M | $4.79M | 30.53% |
Allison Tronnes Forum Financial Management LP | 13,114 | $1.14M | $1.64M | $499,774.54 | 43.72% |
Michael O'Connor Capasso Planning Partners LLC | 6,558 | $655,762.33 | $840,932.34 | $185,170.01 | 28.24% |
William Jollie Quent Capital LLC | 281,331 | $26.8M | $35.7M | $8.89M | 33.17% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,180 | $271,976.8 | $280,631.4 | $8,654.6 | 3.18% |
Marc H. Stone Tyler-Stone Wealth Management | 5,312 | $485,473.28 | $665,487.36 | $180,014.08 | 37.08% |
| EM Erin Mccann Simplicity Wealth LLC | 142,111 | $13.38M | $18.3M | $4.92M | 36.78% |
Jason DeBerry BancFirst Trust & Investment Management | 4,341 | $509,816.49 | $543,840.48 | $34,023.99 | 6.67% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 11,523 | $1.44M | $1.44M | $5,991.96 | 0.42% |
Michael Byun SageView Advisory Group LLC | 67,429 | $8.3M | $8.56M | $255,195.14 | 3.07% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,390 | $121,166.3 | $174,139.2 | $52,972.9 | 43.72% |