| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 6,211 | $326,717.58 | $393,094.19 | $66,376.61 | 20.32% |
Dalila Toledo Ascent Group LLC | 9,548 | $416,978.76 | $604,292.92 | $187,314.16 | 44.92% |
| PO Patrick O'Connell Security Financial Services Inc. | 6,810 | $258,099 | $431,004.9 | $172,905.9 | 66.99% |
Michael Byun SageView Advisory Group LLC | 5,207 | $227,546.56 | $329,551.03 | $102,004.47 | 44.83% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,450 | $236,014.5 | $218,350.5 | -$17,664 | -7.48% |
| JP James Peterson Nearwater Capital Markets Ltd. | 577,500 | $32.8M | $36.55M | $3.75M | 11.45% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 938 | $42,378.14 | $59,366.02 | $16,987.88 | 40.09% |
Adam Grossman Mayport LLC | 4,255 | $241,641.45 | $269,298.95 | $27,657.5 | 11.45% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,677 | $466,707.66 | $549,167.33 | $82,459.67 | 17.67% |
Mark Fiskio Empirical Asset Management LLC | 8,778 | $395,500.15 | $555,559.62 | $160,059.47 | 40.47% |
Daniel Ronan Catalyst Financial Partners LLC | 14,595 | $649,378.22 | $923,717.55 | $274,339.33 | 42.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 61,562 | $2.4M | $3.9M | $1.5M | 62.48% |
Lincoln Bach Delap Wealth Advisory LLC | 11,164 | $449,318.22 | $706,569.56 | $257,251.34 | 57.25% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,173 | $49,834.83 | $74,239.17 | $24,404.34 | 48.97% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 3,777 | $201,691.8 | $239,046.33 | $37,354.53 | 18.52% |
Angela Cox W Advisors LLC | 12,386 | $446,156.38 | $783,909.94 | $337,753.56 | 75.7% |
Kevin Zemann WealthPlan Investment Management LLC | 3,528 | $200,355.12 | $223,287.12 | $22,932 | 11.45% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 16 | $876 | $1,012.64 | $136.64 | 15.6% |
Brad Saenz Coastwise Capital Group LLC | 3,525 | $241,145.25 | $223,097.25 | -$18,048 | -7.48% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,470 | $127,146.22 | $219,616.3 | $92,470.08 | 72.73% |