| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 5,962 | $291,085.27 | $797,119.4 | $506,034.13 | 173.84% |
William Jollie Quent Capital LLC | 2,610 | $418,462.05 | $361,119.6 | -$57,342.45 | -13.7% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,850 | $705,771.83 | $784,660.5 | $78,888.67 | 11.18% |
Timothy R. Guthrie Bullseye Investment Management LLC | 73 | $10,252.89 | $9,782.73 | -$470.16 | -4.59% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 17,958 | $910,708.64 | $2.49M | $1.58M | 172.97% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 4,672 | $284,202.44 | $629,458.56 | $345,256.12 | 121.48% |
Missy Straw Nilsine Partners LLC | 24,048 | $1.14M | $3.22M | $2.07M | 181.28% |
Dalila Toledo Ascent Group LLC | 15,436 | $3.1M | $2.05M | -$1.05M | -33.83% |
| EM Erin Mccann Simplicity Wealth LLC | 5,909 | $959,618.11 | $798,246.81 | -$161,371.3 | -16.82% |
Patrick O'Connell Security Financial Services Inc. | 1,659 | $228,799.65 | $223,168.68 | -$5,630.97 | -2.46% |
Joseph J. Costigan apricus wealth LLC | 4,892 | $233,767.23 | $660,566.76 | $426,799.53 | 182.57% |
Michael Byun SageView Advisory Group LLC | 13,618 | $659,317.7 | $1.82M | $1.16M | 175.78% |
Nicole Goff Retirement Solution LLC | 2,482 | $206,538.87 | $336,112.44 | $129,573.57 | 62.74% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,275 | $189,383.25 | $337,928.48 | $148,545.23 | 78.44% |
Thomas Mason Mason & Associates Inc. | 7,705 | $1.25M | $1.04M | -$209,816.41 | -16.76% |
Jesse Rodrigue Fortune 45 LLC | 5,714 | $808,153.33 | $769,761.51 | -$38,391.82 | -4.75% |
David T. Morgan High Net Worth Advisory Group LLC | 5,475 | $426,985.64 | $734,799.75 | $307,814.11 | 72.09% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,163 | $82,593.14 | $155,341.91 | $72,748.77 | 88.08% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 12,364 | $1.11M | $1.67M | $559,159.14 | 50.54% |
Adam Grossman Mayport LLC | 2,646 | $675,867.75 | $353,945.89 | -$321,921.86 | -47.63% |