| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Debora Caley Richwood Investment Advisors LLC | 5,007 | $954,731.37 | $1.11M | $152,366.4 | 15.96% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,249 | $705,200.78 | $716,859.36 | $11,658.58 | 1.65% |
| CC Christopher Clancy Global Wealth Strategies & Associates | 33 | $6,006.34 | $7,304.22 | $1,297.88 | 21.61% |
| WJ William Jollie Quent Capital LLC | 1,175 | $257,757.85 | $261,696 | $3,938.15 | 1.53% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 22,968 | $4.37M | $5.12M | $741,654.22 | 16.96% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 1,328 | $256,420.97 | $295,772.16 | $39,351.19 | 15.35% |
| MS Missy Straw Nilsine Partners LLC | 25,374 | $5.35M | $5.65M | $306,269.41 | 5.73% |
| DT Dalila Toledo Ascent Group LLC | 18,521 | $3.73M | $4.12M | $394,395.56 | 10.57% |
| EM Erin Mccann Simplicity Wealth LLC | 8,731 | $1.7M | $1.93M | $234,700.37 | 13.84% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 3,520 | $710,947.73 | $777,814.4 | $66,866.67 | 9.41% |
| MB Michael Byun SageView Advisory Group LLC | 4,443 | $981,743.46 | $989,544.96 | $7,801.5 | 0.79% |
| NG Nicole Goff Retirement Solution LLC | 1,275 | $219,427.43 | $281,316 | $61,888.57 | 28.2% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,628 | $323,688.73 | $362,588.16 | $38,899.43 | 12.02% |
| DB Daniel Bennett APS Management Group Inc. | 4,028 | $863,116.14 | $890,067.16 | $26,951.02 | 3.12% |
| BC Brian Clay Clay Northam Wealth Management LLC | 1,462 | $276,741.67 | $322,780.36 | $46,038.69 | 16.64% |
| DH Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 5,628 | $1.13M | $1.25M | $120,703.88 | 10.66% |
| KG Kristofer Gray Integrity Financial Corp. /WA | 1,536 | $275,100.92 | $342,097.92 | $66,997 | 24.35% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 3,412 | $661,510.19 | $757,975.8 | $96,465.61 | 14.58% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 2,005 | $405,818.23 | $446,553.6 | $40,735.37 | 10.04% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 934 | $195,701.02 | $206,516.74 | $10,815.72 | 5.53% |