| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Thomas Mason Mason & Associates Inc. | 103,041 | $5.08M | $5.86M | $782,050.17 | 15.39% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 7,951 | $359,819.37 | $452,411.9 | $92,592.53 | 25.73% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 83,081 | $4.32M | $4.73M | $405,640.46 | 9.38% |
Jeffrey Gilbert Balboa Wealth Partners | 12,879 | $605,208.3 | $737,011.08 | $131,802.78 | 21.78% |
Daniel Guy Ethos Financial Group LLC | 37,099 | $1.95M | $2.12M | $174,736.3 | 8.98% |
Loni Adams Daymark Wealth Partners LLC | 12,642 | $629,763.67 | $722,616.72 | $92,853.05 | 14.74% |
| SR Scott Register Register Financial Advisors LLC | 3,675 | $191,855.85 | $211,643.25 | $19,787.4 | 10.31% |
Kelly Christopher Significant Wealth Partners LLC | 133,953 | $7.09M | $7.52M | $433,085.7 | 6.11% |
| WJW Walter J. West Milestone Asset Management LLC | 6,257 | $309,704 | $360,340.63 | $50,636.63 | 16.35% |
| HS Helen Semus Semus Wealth Partners LLC | 88,673 | $4.36M | $5.05M | $696,314.37 | 15.98% |
| SJL Sheila J. Lindsay Bensler LLC | 230,472 | $12.16M | $13.14M | $981,193.77 | 8.07% |
| PIL PFG Investments LLC PFG Investments LLC | 33,708 | $1.74M | $1.92M | $177,398.97 | 10.2% |
Alexandra Stickelman Root Financial Partners, LLC | 267 | $13,214 | $15,178.95 | $1,964.95 | 14.87% |
Eugene Donato KENNEDY INVESTMENT GROUP | 30,880 | $1.61M | $1.76M | $150,636.72 | 9.36% |
John Shanley Aspect Partners, LLC | 10 | $495 | $575.9 | $80.9 | 16.34% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 36,660 | $1.81M | $2.08M | $270,184.6 | 14.89% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 119,193 | $5.99M | $6.85M | $855,853.88 | 14.28% |
Andrew Agosta Prosperity Financial Group, Inc. | 18,168 | $827,993.51 | $1.03M | $205,038.97 | 24.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 118,976 | $6.02M | $6.66M | $643,644.3 | 10.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,961 | $311,707.13 | $339,222.63 | $27,515.5 | 8.83% |