| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 4,970 | $458,814.38 | $598,114.65 | $139,300.27 | 30.36% |
| EM Erin Mccann Simplicity Wealth LLC | 142,111 | $13.38M | $17.06M | $3.69M | 27.57% |
Jason DeBerry BancFirst Trust & Investment Management | 4,341 | $509,816.49 | $520,789.77 | $10,973.28 | 2.15% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 11,523 | $1.44M | $1.38M | -$55,195.17 | -3.84% |
Michael Byun SageView Advisory Group LLC | 67,429 | $8.3M | $8.09M | -$206,234.99 | -2.48% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,390 | $121,166.3 | $166,813.9 | $45,647.6 | 37.67% |
Allison Brooke Blake WorthPointe LLC | 68,100 | $6.07M | $8.2M | $2.14M | 35.2% |
Adam Grossman Mayport LLC | 4,012 | $443,205.64 | $488,180.16 | $44,974.52 | 10.15% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 7,617 | $736,415.58 | $919,486.15 | $183,070.57 | 24.86% |
Timothy Dempsey DHK Financial Advisors Inc. | 6,922 | $621,201.75 | $831,747.52 | $210,545.77 | 33.89% |
Brian Levy West Wealth Group LLC | 9,312 | $1.03M | $1.12M | $95,167.84 | 9.25% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 2,450 | $249,851 | $297,675 | $47,824 | 19.14% |
Mark Astrinos Libra Wealth LLC | 173,101 | $15.93M | $20.79M | $4.86M | 30.48% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 6,756 | $719,400.6 | $815,550.54 | $96,149.94 | 13.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,908 | $665,386.78 | $831,999.52 | $166,612.74 | 25.04% |
Lincoln Bach Delap Wealth Advisory LLC | 25,242 | $2.23M | $3.03M | $798,209.25 | 35.72% |
Tu Tran Crosspoint Financial LLC | 11,108 | $1.12M | $1.33M | $212,255.35 | 18.96% |
Jeffrey Gilbert Balboa Wealth Partners | 3,212 | $249,500.33 | $385,568.48 | $136,068.15 | 54.54% |
Sean Murray Quantum Financial Advisors LLC | 164,378 | $13.71M | $19.82M | $6.12M | 44.63% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 13,334 | $1.18M | $1.6M | $424,629.51 | 36.09% |