| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 6,337 | $388,261.55 | $517,289.31 | $129,027.76 | 33.23% |
| RN Ron New Whipplewood Advisors LLC | 3,265 | $231,064.39 | $266,570.92 | $35,506.53 | 15.37% |
| BM Berkeley Meredith Hughes Financial Services LLC | 854,338 | $51.96M | $69.77M | $17.82M | 34.29% |
| ASB Albert Sidney Browning Integras Partners LLC | 12,116 | $729,239.28 | $989,513.72 | $260,274.44 | 35.69% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 1.11M | $76.05M | $90.78M | $14.73M | 19.37% |
| RFL Rossby Financial LLC Rossby Financial LLC | 297 | $21,278.71 | $24,300.54 | $3,021.83 | 14.2% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,070 | $79,735.2 | $87,520.65 | $7,785.45 | 9.76% |
| DR Don Ruffin Park Square Financial Group LLC | 9 | $681 | $736.15 | $55.15 | 8.1% |
Steven T. Cox Providence Financial Advisors LLC | 120,162 | $8.86M | $9.85M | $991,802.68 | 11.2% |
Erik Bonnett Tripletail Wealth Management LLC | 3,428 | $262,448 | $280,770.34 | $18,322.34 | 6.98% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3,113 | $233,152.67 | $254,923.57 | $21,770.9 | 9.34% |
Base Wealth Management LLC Base Wealth Management LLC | 96,772 | $6.93M | $7.92M | $995,223.57 | 14.36% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 3,009 | $221,281.76 | $245,775.12 | $24,493.36 | 11.07% |
Jon Borer Capitolis Liquid Global Markets LLC | 128,700 | $9.75M | $10.54M | $795,366 | 8.16% |