| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MH Maggie Hartness Legacy Wealth Management LLC / MS | 987 | $242,848 | $283,871.07 | $41,023.07 | 16.89% |
| JDF Jason D. Finley Finley Financial LLC | 88,257 | $19.78M | $25.38M | $5.6M | 28.3% |
| HT Howard Teutsch Arcadia Investment Advisors LLC | 21,606 | $3.8M | $6.21M | $2.41M | 63.36% |
| JWM Jacksonville Wealth Management LLC Jacksonville Wealth Management LLC | 25,885 | $5.86M | $7.44M | $1.59M | 27.1% |
| RFG REAP Financial Group LLC REAP Financial Group LLC | 116 | $28,586.41 | $33,362.76 | $4,776.35 | 16.71% |
| MFL Manuka Financial LLC Manuka Financial LLC | 1,034 | $228,493.53 | $297,388.74 | $68,895.21 | 30.15% |
| TFL Tandem Financial LLC Tandem Financial LLC | 15,799 | $3.81M | $4.54M | $730,549.28 | 19.16% |
| RAL RoundAngle Advisors LLC RoundAngle Advisors LLC | 2,067 | $456,724.46 | $594,489.87 | $137,765.41 | 30.16% |
| LD Lyn Dippel Curio Wealth LLC | 89 | $19,838.2 | $25,597.29 | $5,759.09 | 29.03% |
| CJP Cameron J. Penney Penney Financial LLC | 2,203 | $442,164.25 | $633,604.83 | $191,440.58 | 43.3% |
| VAL VestGen Advisors LLC VestGen Advisors LLC | 47,518 | $9.81M | $13.67M | $3.85M | 39.25% |
| MTW Mark T. Williams InvesTrust | 1,553 | $343,098.39 | $446,658.33 | $103,559.94 | 30.18% |
| SAL Sincerus Advisory LLC Sincerus Advisory LLC | 16,499 | $3.67M | $4.75M | $1.08M | 29.3% |
| AM Allyson Mickool Florida Financial Advisors LLC | 1,199 | $275,298.64 | $344,844.39 | $69,545.75 | 25.26% |
| GR Grant Reeves CVFG LLC | 4,523 | $1.01M | $1.3M | $292,663.82 | 29.03% |
| TE Tony Edwards BankPlus Wealth Management LLC | 16,460 | $3.66M | $4.73M | $1.07M | 29.32% |
| SA Scott Arwin Ring Mountain Capital LLC | 994 | $218,431.97 | $285,884.34 | $67,452.37 | 30.88% |
| EA Elizabeth Arce Sovran Advisors LLC | 2,817 | $643,744.49 | $810,197.37 | $166,452.88 | 25.86% |
| WPL Westmount Partners LLC Westmount Partners LLC | 8,182 | $1.48M | $2.35M | $875,477.48 | 59.24% |
| EJK Edward J. King Graney & King LLC | 34 | $7,458.76 | $9,778.74 | $2,319.98 | 31.1% |