| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 93,223 | $9.04M | $13.38M | $4.34M | 48% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1.25M | $141.64M | $178.73M | $37.09M | 26.19% |
Daniel Forbes Forbes Financial Planning Inc. | 55,883 | $6.14M | $8.01M | $1.87M | 30.53% |
Mark Perrault Intergy Private Wealth LLC | 3,422 | $444,494.61 | $485,308.07 | $40,813.46 | 9.18% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 86 | $11,383.82 | $12,312.62 | $928.8 | 8.16% |
| LWL Leo Wealth LLC Leo Wealth LLC | 442,595 | $55.96M | $63.37M | $7.41M | 13.24% |
Marc H. Stone Tyler-Stone Wealth Management | 12,125 | $1.29M | $1.74M | $441,724.51 | 34.13% |
Dalila Toledo Ascent Group LLC | 2,629 | $347,964.53 | $376,761.99 | $28,797.46 | 8.28% |
Michael Byun SageView Advisory Group LLC | 8,913 | $949,454.63 | $1.28M | $326,797.84 | 34.42% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 5,639 | $636,922.18 | $807,335.63 | $170,413.45 | 26.76% |
| TM Thomas Mason Mason & Associates Inc. | 22,854 | $2.44M | $3.27M | $836,309.68 | 34.34% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 3,531 | $296,438.44 | $505,533.27 | $209,094.83 | 70.54% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,309 | $1.72M | $3.21M | $1.49M | 86.37% |
Lincoln Bach Delap Wealth Advisory LLC | 1,969 | $226,789.74 | $281,941.11 | $55,151.37 | 24.32% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,900 | $251,503 | $272,726 | $21,223 | 8.44% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 13,143 | $1.11M | $1.88M | $775,330.38 | 70.13% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,244 | $1.66M | $1.9M | $246,250.9 | 14.86% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 1,988 | $242,157.28 | $285,665.66 | $43,508.38 | 17.97% |
Lukas Lindgren Abound Wealth Management | 2,181 | $273,079.68 | $312,548.2 | $39,468.52 | 14.45% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,392 | $273,290.92 | $343,790.2 | $70,499.28 | 25.8% |