| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PO Patrick O'Connell Security Financial Services Inc. | 28,343 | $946,075.35 | $1.14M | $194,163.54 | 20.52% |
| KB Kimberly Byrne Bill Few Associates Inc. | 124,058 | $3.94M | $4.91M | $973,740 | 24.74% |
| NR Nichole Raftopoulos Nvest Financial LLC | 8,419 | $259,681.35 | $333,181.92 | $73,500.57 | 28.3% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 6,281 | $189,371.93 | $248,570.57 | $59,198.64 | 31.26% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 115,583 | $2.62M | $4.57M | $1.95M | 74.36% |
| TG Timothy Gerlach Novem Group | 57,063 | $1.83M | $2.26M | $430,641.37 | 23.58% |
Daniel Ronan Catalyst Financial Partners LLC | 115,406 | $3.74M | $4.59M | $853,128 | 22.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 68,714 | $2M | $2.73M | $731,209.88 | 36.55% |
Jeffrey Gilbert Balboa Wealth Partners | 15,309 | $500,935.93 | $608,762.38 | $107,826.45 | 21.52% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 534,077 | $13.13M | $21.23M | $8.11M | 61.77% |
Mark Mowrey Signature Resources Capital Management LLC | 31,826 | $993,020.39 | $1.25M | $254,558.81 | 25.63% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 6,874 | $220,917.14 | $273,482.09 | $52,564.95 | 23.79% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 163,433 | $3.91M | $6.57M | $2.67M | 68.29% |
Mariana Coli Dunhill Financial LLC | 117 | $3,998 | $4,651.33 | $653.33 | 16.34% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 31,385 | $918,358.47 | $1.25M | $329,666.05 | 35.9% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 22,360 | $751,249.31 | $889,592.6 | $138,343.29 | 18.42% |
Loni Adams Daymark Wealth Partners LLC | 9,448 | $306,809.95 | $375,605.24 | $68,795.29 | 22.42% |
| SS Stephen Smith Kestra Investment Management LLC | 716,897 | $23.31M | $28.5M | $5.19M | 22.28% |
Bree Pate Olisti Co. Wealth LLC | 22,689 | $552,315.19 | $893,606.26 | $341,291.07 | 61.79% |
| SC Salvatore Cocivera Cora Capital Advisors LLC | 6,774 | $234,719.4 | $268,487.49 | $33,768.09 | 14.39% |