| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Debora Caley Richwood Investment Advisors LLC | 10,427 | $1.4M | $1.65M | $245,555.85 | 17.54% |
Paul Elam Oak Harbor Wealth Partners LLC | 6,626 | $817,359.4 | $1.06M | $240,415.24 | 29.41% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,233 | $616,878.6 | $831,209.72 | $214,331.12 | 34.74% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,110 | $329,793 | $335,479.45 | $5,686.45 | 1.72% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,149 | $251,830.41 | $339,413.06 | $87,582.65 | 34.78% |
Missy Straw Nilsine Partners LLC | 4,039 | $561,460.78 | $641,797.1 | $80,336.32 | 14.31% |
Dalila Toledo Ascent Group LLC | 3,946 | $535,365.3 | $627,946.71 | $92,581.41 | 17.29% |
| EM Erin Mccann Simplicity Wealth LLC | 2,388 | $373,244.4 | $377,506.98 | $4,262.58 | 1.14% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 2,285 | $280,118.15 | $361,281.35 | $81,163.2 | 28.97% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 5,579 | $699,360.04 | $881,230.94 | $181,870.9 | 26.01% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,347 | $364,348.3 | $370,520.89 | $6,172.59 | 1.69% |
David T. Morgan High Net Worth Advisory Group LLC | 21,925 | $2.68M | $3.49M | $807,541.43 | 30.14% |
Jason Matthews Kfg Wealth Management LLC | 2,530 | $301,932.34 | $402,700.1 | $100,767.76 | 33.37% |
Adam Grossman Mayport LLC | 4,774 | $584,933.18 | $762,574.89 | $177,641.71 | 30.37% |
Christopher Warner WARNER FINANCIAL Inc. | 6,184 | $752,721.81 | $986,255.24 | $233,533.43 | 31.03% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 5,542 | $814,292.13 | $882,812.89 | $68,520.76 | 8.41% |
Daniel Ronan Catalyst Financial Partners LLC | 4,389 | $472,431.89 | $697,631.55 | $225,199.66 | 47.67% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,260 | $1.33M | $1.94M | $603,250.96 | 45.25% |
Edward Lowndes Angeles Wealth Management LLC | 3,723 | $545,651.2 | $592,093.63 | $46,442.43 | 8.51% |
Angela Cox W Advisors LLC | 6,207 | $760,547.25 | $989,550.97 | $229,003.72 | 30.11% |