| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Brooke Blake WorthPointe LLC | 68,100 | $6.07M | $8.53M | $2.46M | 40.63% |
Adam Grossman Mayport LLC | 4,012 | $443,205.64 | $509,095.52 | $65,889.88 | 14.87% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 8,858 | $852,709.69 | $1.11M | $257,020.55 | 30.14% |
Timothy Dempsey DHK Financial Advisors Inc. | 6,922 | $621,201.75 | $867,188.16 | $245,986.41 | 39.6% |
Brian Levy West Wealth Group LLC | 9,280 | $1.03M | $1.19M | $169,545.69 | 16.54% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 2,450 | $249,851 | $310,888.34 | $61,037.34 | 24.43% |
Mark Astrinos Libra Wealth LLC | 173,101 | $15.93M | $22.29M | $6.36M | 39.9% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 6,395 | $676,885.63 | $801,165.6 | $124,279.97 | 18.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,908 | $665,386.78 | $865,434.24 | $200,047.46 | 30.06% |
Lincoln Bach Delap Wealth Advisory LLC | 25,616 | $2.27M | $3.21M | $940,747.52 | 41.47% |
Tu Tran Crosspoint Financial LLC | 11,108 | $1.12M | $1.41M | $289,824.74 | 25.88% |
Jeffrey Gilbert Balboa Wealth Partners | 3,212 | $249,500.33 | $407,580.96 | $158,080.63 | 63.36% |
Sean Murray Quantum Financial Advisors LLC | 164,378 | $13.71M | $20.59M | $6.89M | 50.25% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 13,334 | $1.18M | $1.72M | $540,168.75 | 45.92% |
Kevin Zemann WealthPlan Investment Management LLC | 6,926 | $864,087.76 | $867,689.28 | $3,601.52 | 0.42% |
Benjamin Cauley Carr Financial Group Corp. | 65,180 | $6.63M | $8.39M | $1.76M | 26.61% |
Michael Stulic Astoria Portfolio Advisors LLC | 5,741 | $716,247.16 | $719,232.48 | $2,985.32 | 0.42% |
Joseph Wallace Wallace Advisory Group LLC | 2,697 | $297,938 | $337,880.16 | $39,942.16 | 13.41% |
John DeMarco Trajan Wealth LLC | 11,601 | $1.09M | $1.48M | $390,856.69 | 35.91% |
| DAL Drake & Associates LLC Drake & Associates LLC | 214,617 | $19.2M | $27.23M | $8.03M | 41.84% |