| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Marion Wealth Management Marion Wealth Management | 1,939 | $178,329.83 | $212,688.91 | $34,359.08 | 19.27% |
W. Travis McKinney HB Wealth Management LLC | 45,218 | $3.74M | $4.96M | $1.22M | 32.73% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,951 | $255,479.27 | $338,833.82 | $83,354.55 | 32.63% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 4,286 | $472,831.52 | $492,118.52 | $19,287 | 4.08% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 3,025 | $251,105.25 | $331,812.25 | $80,707 | 32.14% |
Allison Tronnes Forum Financial Management LP | 6,096 | $506,028.96 | $668,670.24 | $162,641.28 | 32.14% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,170 | $348,319.34 | $457,407.3 | $109,087.96 | 31.32% |
| LWL Leo Wealth LLC Leo Wealth LLC | 17,630 | $1.38M | $1.93M | $558,172.8 | 40.57% |
William Jollie Quent Capital LLC | 65 | $7,170.8 | $7,352.15 | $181.35 | 2.53% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,007 | $465,970.76 | $574,903.74 | $108,932.98 | 23.38% |
Missy Straw Nilsine Partners LLC | 5,635 | $541,993.54 | $618,103.15 | $76,109.61 | 14.04% |
Dalila Toledo Ascent Group LLC | 127,752 | $11.74M | $14.01M | $2.27M | 19.37% |
| EM Erin Mccann Simplicity Wealth LLC | 14,948 | $1.25M | $1.64M | $385,307.34 | 30.72% |
Christopher Schurmann Summit Investment Advisory Services LLC | 8,079 | $745,497.13 | $886,185.51 | $140,688.38 | 18.87% |
Michael Byun SageView Advisory Group LLC | 58,609 | $5.45M | $6.63M | $1.18M | 21.74% |
Nicole Goff Retirement Solution LLC | 2,051 | $226,266.32 | $231,927.08 | $5,660.76 | 2.5% |
| KB Kimberly Byrne Bill Few Associates Inc. | 14,013 | $1.14M | $1.54M | $395,304.84 | 34.62% |
Nichole Raftopoulos Nvest Financial LLC | 24,086 | $2.05M | $2.64M | $590,806.05 | 28.8% |
Chad Soukup jvl associates LLC | 2,676 | $208,005.48 | $293,530.44 | $85,524.96 | 41.12% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 22,725 | $1.83M | $2.49M | $665,096.75 | 36.39% |