| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Pelch Vance Wealth LLC | 2,877 | $455,922.76 | $743,905.92 | $287,983.16 | 63.16% |
| EI Excelsior Investors Intelligent Financial Strategies | 50 | $9,711.5 | $12,591 | $2,879.5 | 29.65% |
W. Travis McKinney HB Wealth Management LLC | 236,311 | $41.68M | $59.51M | $17.83M | 42.78% |
Taylor Fairman Eagle Rock Investment Company LLC | 1,488 | $288,654.69 | $374,708.17 | $86,053.48 | 29.81% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 2,042 | $416,884.85 | $527,999.96 | $111,115.11 | 26.65% |
Courtney Lawson Autumn Glory Partners LLC | 14,259 | $2.4M | $3.59M | $1.2M | 49.92% |
Allison Tronnes Forum Financial Management LP | 10,758 | $1.75M | $2.71M | $958,727.35 | 54.77% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,559 | $254,179.71 | $392,587.4 | $138,407.69 | 54.45% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,398 | $598,650.81 | $855,684.39 | $257,033.58 | 42.94% |
William Jollie Quent Capital LLC | 38,938 | $6.58M | $10.03M | $3.45M | 52.35% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 14,929 | $2.71M | $3.86M | $1.15M | 42.48% |
Marc H. Stone Tyler-Stone Wealth Management | 2,130 | $380,982.45 | $536,376.62 | $155,394.17 | 40.79% |
Jonathan Straus Commons Capital LLC | 1,214 | $217,680.34 | $305,709.49 | $88,029.15 | 40.44% |
Dalila Toledo Ascent Group LLC | 73,831 | $13.89M | $18.59M | $4.7M | 33.83% |
| EM Erin Mccann Simplicity Wealth LLC | 19,255 | $3.88M | $4.85M | $967,131.52 | 24.92% |
Robert Glass AlphaCentric Advisors LLC | 5,771 | $1.17M | $1.45M | $287,318.33 | 24.64% |
Patrick O'Connell Security Financial Services Inc. | 7,566 | $1.62M | $1.91M | $288,642.98 | 17.85% |
Christopher Schurmann Summit Investment Advisory Services LLC | 1,399 | $271,723.08 | $352,296.19 | $80,573.11 | 29.65% |
Michael Byun SageView Advisory Group LLC | 1,403 | $256,197.6 | $361,398.77 | $105,201.17 | 41.06% |
Nicole Goff Retirement Solution LLC | 1,246 | $247,540.98 | $321,854.26 | $74,313.28 | 30.02% |