| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJ Taylor Jobe MKT Advisors LLC | 5,810 | $485,678.44 | $672,710.85 | $187,032.41 | 38.51% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 17,233 | $1.8M | $1.99M | $197,218.99 | 10.98% |
Bill McVay Red Tortoise LLC | 6,040 | $395,822.87 | $700,640 | $304,817.13 | 77.01% |
| WTM W. Travis McKinney HB Wealth Management LLC | 8,085 | $527,363.85 | $924,802.72 | $397,438.87 | 75.36% |
Marc H. Stone Tyler-Stone Wealth Management | 6,315 | $495,328.32 | $722,341.27 | $227,012.95 | 45.83% |
| MS Missy Straw Nilsine Partners LLC | 2,400 | $232,560 | $274,524 | $41,964 | 18.04% |
Michael Byun SageView Advisory Group LLC | 950 | $98,838 | $108,851 | $10,013 | 10.13% |
| NR Nichole Raftopoulos Nvest Financial LLC | 8,415 | $877,583.36 | $962,549.77 | $84,966.41 | 9.68% |
Jesse Rodrigue Fortune 45 LLC | 6,942 | $499,383.88 | $794,060.67 | $294,676.79 | 59.01% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 13,868 | $1.21M | $1.59M | $374,151.17 | 30.8% |
Daniel Ronan Catalyst Financial Partners LLC | 7,850 | $639,069 | $904,163 | $265,094 | 41.48% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,594 | $2.74M | $3.52M | $779,535.12 | 28.44% |
| DAL Drake & Associates LLC Drake & Associates LLC | 7,229 | $753,347.96 | $832,636.22 | $79,288.26 | 10.52% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 301 | $31,307.48 | $33,939.25 | $2,631.77 | 8.41% |
Mark Mowrey Signature Resources Capital Management LLC | 180 | $17,245.66 | $20,295.9 | $3,050.24 | 17.69% |
Mariana Coli Dunhill Financial LLC | 129 | $8,776.69 | $14,845.32 | $6,068.63 | 69.14% |
Bridget Davis Cedar Point Capital Partners LLC | 7,822 | $542,161.95 | $900,155.76 | $357,993.81 | 66.03% |
| VL Victoria Latham Fiduciary Alliance LLC | 2,692 | $222,765.93 | $309,795.36 | $87,029.43 | 39.07% |
Loni Adams Daymark Wealth Partners LLC | 19,255 | $1.74M | $2.21M | $476,216.31 | 27.42% |
Brian Matter Creative Capital Management Investments LLC | 1,007 | $81,556.93 | $115,885.56 | $34,328.63 | 42.09% |