| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MH Michael Hackman HFG Advisors Inc. | 784 | $212,307.2 | $298,421.76 | $86,114.56 | 40.56% |
| WTM W. Travis McKinney HB Wealth Management LLC | 22,856 | $5.85M | $8.68M | $2.83M | 48.35% |
Mark Perrault Intergy Private Wealth LLC | 2,811 | $596,685.24 | $1.06M | $462,274.68 | 77.47% |
Allison Tronnes Forum Financial Management LP | 1,565 | $433,631.64 | $594,316.57 | $160,684.93 | 37.06% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,026 | $282,858.54 | $389,628.63 | $106,770.09 | 37.75% |
| LWL Leo Wealth LLC Leo Wealth LLC | 961 | $283,398.93 | $364,944.55 | $81,545.62 | 28.77% |
Christopher Clancy Global Wealth Strategies & Associates | 744 | $159,602.74 | $283,196.16 | $123,593.42 | 77.44% |
| WJ William Jollie Quent Capital LLC | 38,637 | $10.06M | $14.69M | $4.63M | 46.08% |
Dalila Toledo Ascent Group LLC | 1,202 | $307,282.02 | $457,036.46 | $149,754.44 | 48.74% |
Michael Byun SageView Advisory Group LLC | 154 | $49,692 | $58,555.42 | $8,863.42 | 17.84% |
Chad Soukup jvl associates LLC | 6,784 | $1.28M | $2.58M | $1.3M | 102% |
Kristofer Gray Integrity Financial Corp. /WA | 157 | $50,712.57 | $59,621.53 | $8,908.96 | 17.57% |
Mark Vicencio Lowery Thomas LLC | 13,607 | $3.74M | $5.17M | $1.43M | 38.14% |
Kristen Williams Athena Investment Management | 1,694 | $433,240.5 | $643,304.97 | $210,064.47 | 48.49% |
Adam Grossman Mayport LLC | 700 | $200,102 | $266,423.5 | $66,321.5 | 33.14% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,341 | $354,155.2 | $512,329.05 | $158,173.85 | 44.66% |
| SW Scott Williams Investmark Advisory Group LLC | 1,615 | $352,541.92 | $618,117.02 | $265,575.1 | 75.33% |
Mark Fiskio Empirical Asset Management LLC | 1,385 | $353,939.38 | $526,618.55 | $172,679.17 | 48.79% |
Christopher Warner WARNER FINANCIAL Inc. | 827 | $174,987.93 | $314,450.21 | $139,462.28 | 79.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,564 | $1.28M | $1.74M | $460,426.25 | 35.91% |