| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 131,829 | $12.09M | $16.59M | $4.5M | 37.21% |
Jason DeBerry BancFirst Trust & Investment Management | 2,223 | $245,574.81 | $279,797.89 | $34,223.08 | 13.94% |
Michael Byun SageView Advisory Group LLC | 73 | $7,445 | $9,215.88 | $1,770.88 | 23.79% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,390 | $121,166.3 | $175,209.5 | $54,043.2 | 44.6% |
Allison Brooke Blake WorthPointe LLC | 65,769 | $5.78M | $8.29M | $2.51M | 43.49% |
Adam Grossman Mayport LLC | 4,593 | $507,388.71 | $578,786.89 | $71,398.18 | 14.07% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 8,267 | $778,976.53 | $1.04M | $262,789.47 | 33.74% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 6,922 | $621,201.75 | $872,275.83 | $251,074.08 | 40.42% |
Brian Levy West Wealth Group LLC | 9,429 | $1.04M | $1.19M | $146,573.8 | 14.07% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 2,450 | $249,851 | $308,822.5 | $58,971.5 | 23.6% |
Mark Astrinos Libra Wealth LLC | 174,008 | $15.99M | $21.93M | $5.94M | 37.12% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 4,771 | $474,275.39 | $601,384.55 | $127,109.16 | 26.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,908 | $665,386.78 | $874,621.88 | $209,235.1 | 31.45% |
Lincoln Bach Delap Wealth Advisory LLC | 25,616 | $2.27M | $3.23M | $960,471.84 | 42.34% |
| TT Tu Tran Crosspoint Financial LLC | 13,005 | $1.29M | $1.64M | $348,932.74 | 27.05% |
Jeffrey Gilbert Balboa Wealth Partners | 3,210 | $249,250.81 | $405,792.15 | $156,541.34 | 62.8% |
| SM Sean Murray Quantum Financial Advisors LLC | 164,378 | $13.71M | $20.78M | $7.07M | 51.61% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 14,210 | $1.26M | $1.8M | $541,241.81 | 43.12% |
Benjamin Cauley Carr Financial Group Corp. | 51,789 | $4.96M | $6.55M | $1.59M | 32.08% |
Joseph Wallace Wallace Advisory Group LLC | 2,697 | $297,938 | $340,941.25 | $43,003.25 | 14.43% |