| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 41,354 | $1.36M | $2.14M | $780,192.15 | 57.32% |
William Jollie Quent Capital LLC | 171 | $7,850.09 | $9,153.63 | $1,303.54 | 16.61% |
Dalila Toledo Ascent Group LLC | 5,873 | $195,987.83 | $304,103.94 | $108,116.11 | 55.16% |
| EM Erin Mccann Simplicity Wealth LLC | 4,471 | $231,105.99 | $231,508.38 | $402.39 | 0.17% |
Patrick O'Connell Security Financial Services Inc. | 332,958 | $11.2M | $17.24M | $6.04M | 53.89% |
Nicole Goff Retirement Solution LLC | 87,483 | $2.52M | $4.68M | $2.16M | 85.77% |
Daniel Bennett APS Management Group Inc. | 124,657 | $5.72M | $6.45M | $732,565.76 | 12.8% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 202,390 | $6.14M | $10.48M | $4.34M | 70.62% |
Adam Grossman Mayport LLC | 21,667 | $977,615.04 | $1.16M | $182,219.47 | 18.64% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 193,912 | $8.46M | $10.04M | $1.58M | 18.65% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 96,362 | $3.74M | $4.99M | $1.24M | 33.25% |
Khanthaly Dacanay Chi Co. Wealth RIA | 149,602 | $4.29M | $8.01M | $3.72M | 86.67% |
Scott Williams Investmark Advisory Group LLC | 72,950 | $2.16M | $3.91M | $1.75M | 81.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,490 | $222,865.93 | $387,832.2 | $164,966.27 | 74.02% |
Lincoln Bach Delap Wealth Advisory LLC | 11,209 | $474,813 | $580,402.02 | $105,589.02 | 22.24% |
Ryan Cahill Cahill Wealth Management LLC | 19,581 | $586,510.23 | $1.01M | $427,393.95 | 72.87% |
Sean Murray Quantum Financial Advisors LLC | 494,933 | $19.14M | $25.63M | $6.48M | 33.87% |
Nolan Baker Retirement Guys Formula LLC | 31,269 | $1.03M | $1.62M | $591,837.41 | 57.61% |
CJ Harrison DecisionPoint Financial LLC | 13,917 | $430,212.77 | $720,622.26 | $290,409.49 | 67.5% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 794,482 | $25.32M | $41.14M | $15.82M | 62.48% |