| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Marion Wealth Management Marion Wealth Management | 11,340 | $331,462.8 | $560,536.2 | $229,073.4 | 69.11% |
| WTM W. Travis McKinney HB Wealth Management LLC | 100,707 | $3.41M | $5.07M | $1.66M | 48.62% |
Jeremy Baltz Raleigh Capital Management Inc. | 10,373 | $359,736.54 | $521,761.9 | $162,025.36 | 45.04% |
| WJ William Jollie Quent Capital LLC | 5,873 | $208,594.63 | $297,379.35 | $88,784.72 | 42.56% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 24,533 | $898,860.45 | $1.23M | $335,149.45 | 37.29% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 10,700 | $334,893.7 | $538,210 | $203,316.3 | 60.71% |
| MS Missy Straw Nilsine Partners LLC | 46,544 | $1.41M | $2.34M | $930,690.37 | 65.98% |
Dalila Toledo Ascent Group LLC | 50,329 | $1.8M | $2.55M | $748,535.46 | 41.59% |
| EM Erin Mccann Simplicity Wealth LLC | 6,615 | $244,516.95 | $332,734.5 | $88,217.55 | 36.08% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 21,600 | $812,160 | $1.09M | $274,320 | 33.78% |
Michael Byun SageView Advisory Group LLC | 14,159 | $450,310.47 | $716,940.96 | $266,630.49 | 59.21% |
| KB Kimberly Byrne Bill Few Associates Inc. | 8,368 | $248,879.84 | $420,910.4 | $172,030.56 | 69.12% |
| NR Nichole Raftopoulos Nvest Financial LLC | 4,960 | $203,608 | $249,488 | $45,880 | 22.53% |
| TK Taro Kuriyama Axq Capita LLP | 5,194 | $188,282.5 | $262,998.19 | $74,715.69 | 39.68% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 10,522 | $393,982.85 | $532,781.47 | $138,798.62 | 35.23% |
| MC Molly Crider Walker Asset Management LLC | 26,105 | $812,752.09 | $1.28M | $466,695.73 | 57.42% |
Brian Levy West Wealth Group LLC | 9,622 | $308,417.72 | $487,209.97 | $178,792.25 | 57.97% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,867 | $322,940.35 | $398,345.54 | $75,405.19 | 23.35% |
| TG Timothy Gerlach Novem Group | 6,694 | $197,006.6 | $338,950.69 | $141,944.09 | 72.05% |
Daniel Ronan Catalyst Financial Partners LLC | 17,500 | $634,375.25 | $881,770.75 | $247,395.5 | 39% |