| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 268 | $9,861.37 | $11,607.08 | $1,745.71 | 17.7% |
Dalila Toledo Ascent Group LLC | 5,503 | $200,034.05 | $231,676.29 | $31,642.24 | 15.82% |
| EM Erin Mccann Simplicity Wealth LLC | 7,265 | $282,222.85 | $305,856.49 | $23,633.64 | 8.37% |
Patrick O'Connell Security Financial Services Inc. | 221,148 | $6.11M | $9.31M | $3.2M | 52.3% |
Daniel Bennett APS Management Group Inc. | 108,543 | $3.97M | $4.57M | $598,138.83 | 15.06% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 173,603 | $5.41M | $7.31M | $1.9M | 35.21% |
Jason Matthews Kfg Wealth Management LLC | 7,336 | $266,880.15 | $308,845.59 | $41,965.44 | 15.72% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,583 | $91,976.08 | $108,744.29 | $16,768.21 | 18.23% |
Allison Brooke Blake WorthPointe LLC | 6,892 | $253,001.62 | $290,153.19 | $37,151.57 | 14.68% |
Adam Grossman Mayport LLC | 7,385 | $287,719.6 | $319,770.5 | $32,050.9 | 11.14% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 59,819 | $1.91M | $2.52M | $606,824.86 | 31.75% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 80,257 | $2.84M | $3.38M | $536,849.66 | 18.89% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 8,611 | $328,165.21 | $372,856.3 | $44,691.09 | 13.62% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 755,888 | $24.68M | $31.82M | $7.14M | 28.94% |
Khanthaly Dacanay Chi Co. Wealth RIA | 1.02M | $28.41M | $44.03M | $15.61M | 54.95% |
Scott Williams Investmark Advisory Group LLC | 63,858 | $1.86M | $2.77M | $902,947.13 | 48.49% |
Jim Clark Worth Asset Management LLC | 27,500 | $1.08M | $1.16M | $75,557.17 | 6.98% |
Ryan Cahill Cahill Wealth Management LLC | 233,646 | $6.74M | $9.84M | $3.1M | 45.95% |
Jeffrey Gilbert Balboa Wealth Partners | 6,842 | $267,908.55 | $296,258.6 | $28,350.05 | 10.58% |
Sean Murray Quantum Financial Advisors LLC | 412,249 | $12.1M | $17.36M | $5.26M | 43.46% |