| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 64,328 | $2.64M | $3.18M | $541,641.44 | 20.51% |
| TJ Taylor Jobe MKT Advisors LLC | 10,215 | $511,362.91 | $505,438.2 | -$5,924.71 | -1.16% |
Clint Dunn Beaird Harris Wealth Management LLC | 875 | $43,802.5 | $43,365 | -$437.5 | -1% |
Jeremy Baltz Raleigh Capital Management Inc. | 17,226 | $707,299.56 | $846,571.77 | $139,272.21 | 19.69% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,389 | $426,572.34 | $510,567.4 | $83,995.06 | 19.69% |
Dalila Toledo Ascent Group LLC | 470,463 | $19.32M | $23.32M | $4M | 20.7% |
| EM Erin Mccann Simplicity Wealth LLC | 58,236 | $2.39M | $2.86M | $470,838.06 | 19.69% |
| PO Patrick O'Connell Security Financial Services Inc. | 168,487 | $6.92M | $8.39M | $1.47M | 21.29% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 8,079 | $346,960.74 | $396,800.08 | $49,839.34 | 14.36% |
| JP Jaimie Palmer Beacon Capital Management LLC | 16,616 | $682,252.96 | $823,488.96 | $141,236 | 20.7% |
Jim Clark Worth Asset Management LLC | 7,951 | $336,414.36 | $394,051.56 | $57,637.2 | 17.13% |
Angela Cox W Advisors LLC | 15,606 | $640,782.36 | $768,751.56 | $127,969.2 | 19.97% |
| VC Vito Collacuro Sutton Place Investors LLC | 18,542 | $761,334.52 | $913,378.92 | $152,044.4 | 19.97% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 82,647 | $3.39M | $4.08M | $681,837.57 | 20.09% |
| FIL FWG Investments LLC FWG Investments LLC | 12,200 | $500,952 | $601,582 | $100,630 | 20.09% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 9,690 | $397,871 | $477,813.9 | $79,942.9 | 20.09% |
Jill Grimes Centurion Wealth Management LLC | 17,986 | $775,567.41 | $886,260.15 | $110,692.74 | 14.27% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 44,776 | $1.84M | $2.22M | $380,592.56 | 20.7% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,586 | $65,127 | $78,094.64 | $12,967.64 | 19.91% |
Amy Ardeel Icon Wealth Advisors LLC | 442,160 | $18.16M | $21.73M | $3.57M | 19.68% |