| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 5,884 | $393,984.22 | $461,070.24 | $67,086.02 | 17.03% |
Allison Tronnes Forum Financial Management LP | 141,455 | $8.25M | $11.01M | $2.76M | 33.4% |
William Jollie Quent Capital LLC | 615 | $42,116.78 | $48,191.4 | $6,074.62 | 14.42% |
Dalila Toledo Ascent Group LLC | 8,410 | $586,010.25 | $651,564.75 | $65,554.5 | 11.19% |
| EM Erin Mccann Simplicity Wealth LLC | 8,362 | $534,089.98 | $651,608.85 | $117,518.87 | 22% |
Michael Byun SageView Advisory Group LLC | 73,811 | $5.95M | $5.73M | -$221,781.1 | -3.73% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,368 | $372,141.4 | $498,805.44 | $126,664.04 | 34.04% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 2,495 | $140,339.67 | $193,387.45 | $53,047.78 | 37.8% |
Thomas Mason Mason & Associates Inc. | 45,766 | $2.95M | $3.59M | $639,559.39 | 21.67% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 3,581 | $215,289.66 | $279,210.57 | $63,920.91 | 29.69% |
Allison Brooke Blake WorthPointe LLC | 146,985 | $8.67M | $11.52M | $2.85M | 32.93% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 3,524 | $229,341.92 | $275,418.22 | $46,076.3 | 20.09% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 5,685 | $316,090.02 | $443,572.12 | $127,482.1 | 40.33% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 16,269 | $1.06M | $1.27M | $203,916.39 | 19.2% |
Scott Williams Investmark Advisory Group LLC | 63,949 | $3.73M | $5.02M | $1.29M | 34.54% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 44,517 | $3.01M | $3.47M | $467,584.35 | 15.56% |
Ryan Cahill Cahill Wealth Management LLC | 43,817 | $2.51M | $3.41M | $895,282.81 | 35.61% |
Sean Murray Quantum Financial Advisors LLC | 20,685 | $992,880 | $1.61M | $617,447.25 | 62.19% |
Edward Lowndes Angeles Wealth Management LLC | 5,507 | $391,456.98 | $427,177.99 | $35,721.01 | 9.13% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 224,550 | $14.37M | $17.37M | $3.01M | 20.93% |