| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 184,536 | $11.5M | $15.15M | $3.66M | 31.8% |
Dalila Toledo Ascent Group LLC | 48,460 | $3.14M | $3.97M | $825,082.87 | 26.26% |
| KB Kimberly Byrne Bill Few Associates Inc. | 14,385 | $1.01M | $1.18M | $169,303.87 | 16.82% |
Jaimie Palmer Beacon Capital Management LLC | 3,775 | $299,772.75 | $311,475.25 | $11,702.5 | 3.9% |
Mark Fiskio Empirical Asset Management LLC | 2,814 | $201,821.01 | $230,593.23 | $28,772.22 | 14.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 29,469 | $1.72M | $2.42M | $695,425.84 | 40.35% |
Kevin Zemann WealthPlan Investment Management LLC | 345,482 | $24.96M | $28.36M | $3.4M | 13.63% |
Vito Collacuro Sutton Place Investors LLC | 12,941 | $758,004.34 | $1.07M | $309,369.34 | 40.81% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 20,776 | $1.33M | $1.7M | $370,124.44 | 27.81% |
Rodrigo Diaz Plan Group Financial LLC | 4,602 | $320,986.49 | $378,192.36 | $57,205.87 | 17.82% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 550,530 | $33.47M | $45.19M | $11.72M | 35.03% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 25,646 | $1.66M | $2.11M | $448,555.89 | 27.04% |
Lukas Lindgren Abound Wealth Management | 63 | $4,520.25 | $5,174.82 | $654.57 | 14.48% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 101,301 | $7.03M | $8.31M | $1.28M | 18.15% |
Loni Adams Daymark Wealth Partners LLC | 404,169 | $24.55M | $33.09M | $8.54M | 34.81% |
Jessica Thayer Unique Wealth LLC | 491,331 | $34.21M | $40.29M | $6.08M | 17.77% |
Michael Snyder Beaumont Financial Advisors LLC | 15,089 | $784,908.82 | $1.24M | $452,917.29 | 57.7% |
Scott Register Register Financial Advisors LLC | 228 | $16,359 | $18,691.44 | $2,332.44 | 14.26% |
Michael Radoff LGT Financial Advisors LLC | 729 | $46,559 | $60,055.02 | $13,496.02 | 28.99% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 534 | $42,405 | $43,691.88 | $1,286.88 | 3.03% |