| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Cheung Chan Chemistry Wealth Management LLC | 10,880 | $241,365.9 | $312,582.4 | $71,216.5 | 29.51% |
Jay Richards Investment Advisory Group LLC | 86,195 | $1.75M | $2.48M | $729,807.15 | 41.81% |
Sean Reitenbach Prosperity Consulting Group LLC | 48,334 | $1.13M | $1.41M | $278,463.64 | 24.72% |
Michael Hackman HFG Advisors Inc. | 86,061 | $1.77M | $2.48M | $702,050.53 | 39.56% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 17,475 | $352,995 | $502,930.5 | $149,935.5 | 42.48% |
W. Travis McKinney HB Wealth Management LLC | 840,570 | $18.55M | $24.15M | $5.6M | 30.22% |
Russell Mohberg Regatta Capital Group LLC | 193,852 | $4.82M | $5.64M | $810,535.97 | 16.8% |
Jeremy Baltz Raleigh Capital Management Inc. | 27,420 | $751,582.2 | $787,776.6 | $36,194.4 | 4.82% |
Michelle McCarthy Vantage Financial Partners LLC | 15,210 | $357,730.65 | $436,983.3 | $79,252.65 | 22.15% |
| DC Debora Caley Richwood Investment Advisors LLC | 18,190 | $493,676.6 | $522,598.7 | $28,922.1 | 5.86% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 8,886 | $243,565.26 | $260,715.24 | $17,149.98 | 7.04% |
Marc H. Stone Tyler-Stone Wealth Management | 14,935 | $329,337.1 | $429,082.55 | $99,745.45 | 30.29% |
Dalila Toledo Ascent Group LLC | 8,855 | $240,324.7 | $254,404.15 | $14,079.45 | 5.86% |
| EM Erin Mccann Simplicity Wealth LLC | 34,082 | $934,187.62 | $978,835.04 | $44,647.42 | 4.78% |
Patrick O'Connell Security Financial Services Inc. | 8,787 | $238,715.97 | $252,450.51 | $13,734.54 | 5.75% |
Michael Byun SageView Advisory Group LLC | 9,123 | $206,431.28 | $262,559.94 | $56,128.66 | 27.19% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 7,665 | $154,833 | $220,215.45 | $65,382.45 | 42.23% |
David T. Morgan High Net Worth Advisory Group LLC | 111,976 | $2.31M | $3.22M | $902,078.23 | 38.97% |
Allison Brooke Blake WorthPointe LLC | 23,276 | $637,995.16 | $668,719.48 | $30,724.32 | 4.82% |
Timothy Gerlach Novem Group | 9,193 | $208,005.58 | $264,114.89 | $56,109.31 | 26.97% |