| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 38,938 | $6.58M | $9.97M | $3.39M | 51.5% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 14,929 | $2.71M | $3.82M | $1.11M | 41.11% |
Marc H. Stone Tyler-Stone Wealth Management | 2,130 | $380,982.45 | $545,226.75 | $164,244.3 | 43.11% |
Jonathan Straus Commons Capital LLC | 1,214 | $217,680.34 | $310,662.6 | $92,982.26 | 42.72% |
Dalila Toledo Ascent Group LLC | 75,795 | $14.37M | $19.35M | $4.98M | 34.67% |
| EM Erin Mccann Simplicity Wealth LLC | 19,255 | $3.88M | $4.93M | $1.05M | 26.98% |
Robert Glass AlphaCentric Advisors LLC | 5,771 | $1.17M | $1.48M | $312,364.41 | 26.79% |
Patrick O'Connell Security Financial Services Inc. | 7,566 | $1.62M | $1.95M | $329,801.94 | 20.4% |
Christopher Schurmann Summit Investment Advisory Services LLC | 1,399 | $271,723.08 | $357,913.16 | $86,190.08 | 31.72% |
Michael Byun SageView Advisory Group LLC | 1,403 | $256,197.6 | $358,410.38 | $102,212.78 | 39.9% |
Nicole Goff Retirement Solution LLC | 1,246 | $247,540.98 | $319,212.74 | $71,671.76 | 28.95% |
Daniel Bennett APS Management Group Inc. | 2,865 | $590,586.84 | $735,817.95 | $145,231.11 | 24.59% |
Nichole Raftopoulos Nvest Financial LLC | 4,867 | $953,753.59 | $1.25M | $297,600.78 | 31.2% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 14,479 | $2.42M | $3.7M | $1.28M | 52.83% |
Chad Soukup jvl associates LLC | 10,211 | $1.69M | $2.62M | $927,802.74 | 54.96% |
Kristofer Gray Integrity Financial Corp. /WA | 97 | $18,544.42 | $24,839.76 | $6,295.34 | 33.95% |
David T. Morgan High Net Worth Advisory Group LLC | 1,070 | $191,647.7 | $274,080.5 | $82,432.8 | 43.01% |
Mark Vicencio Lowery Thomas LLC | 3,851 | $596,418.43 | $985,856 | $389,437.57 | 65.3% |
Jaimie Palmer Beacon Capital Management LLC | 2,247 | $394,882.11 | $578,085.69 | $183,203.58 | 46.39% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 1,915 | $316,453.75 | $490,603.85 | $174,150.1 | 55.03% |