| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael O'Connor Capasso Planning Partners LLC | 6,625 | $737,366.89 | $992,623.75 | $255,256.86 | 34.62% |
Paul Elam Oak Harbor Wealth Partners LLC | 17,302 | $1.85M | $2.52M | $671,467.6 | 36.39% |
| LWL Leo Wealth LLC Leo Wealth LLC | 42,467 | $4.72M | $6.18M | $1.46M | 30.82% |
Christopher Clancy Global Wealth Strategies & Associates | 105,340 | $15.59M | $15.32M | -$269,042.17 | -1.73% |
William Jollie Quent Capital LLC | 2,002 | $240,164.52 | $298,157.84 | $57,993.32 | 24.15% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,809 | $1.18M | $1.63M | $441,798.66 | 37.3% |
Marc H. Stone Tyler-Stone Wealth Management | 11,457 | $1.29M | $1.67M | $375,632.94 | 29.1% |
Missy Straw Nilsine Partners LLC | 4,117 | $464,923.46 | $598,858.86 | $133,935.4 | 28.81% |
Dalila Toledo Ascent Group LLC | 19,459 | $1.97M | $2.83M | $863,026.41 | 43.86% |
| EM Erin Mccann Simplicity Wealth LLC | 46,759 | $5.53M | $6.8M | $1.27M | 23.03% |
Christopher Schurmann Summit Investment Advisory Services LLC | 11,434 | $1.36M | $1.66M | $302,598.2 | 22.24% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 1,865 | $214,885.1 | $271,282.92 | $56,397.82 | 26.25% |
Michael Byun SageView Advisory Group LLC | 40,903 | $4.71M | $6.09M | $1.38M | 29.25% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,145 | $257,786.1 | $312,011.72 | $54,225.62 | 21.04% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 1,580 | $234,329.8 | $229,826.82 | -$4,502.98 | -1.92% |
Chad Soukup jvl associates LLC | 140,331 | $12.7M | $20.41M | $7.71M | 60.68% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 69,457 | $7.51M | $10.1M | $2.59M | 34.51% |
Kristofer Gray Integrity Financial Corp. /WA | 305 | $45,234.55 | $44,365.3 | -$869.25 | -1.92% |
David T. Morgan High Net Worth Advisory Group LLC | 14,694 | $1.65M | $2.14M | $484,893.47 | 29.34% |
Jason Matthews Kfg Wealth Management LLC | 2,734 | $346,679.36 | $397,687.67 | $51,008.31 | 14.71% |