| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 1,134 | $595,476.97 | $750,192.03 | $154,715.06 | 25.98% |
| LWL Leo Wealth LLC Leo Wealth LLC | 865 | $452,030.92 | $571,254.65 | $119,223.73 | 26.38% |
Christopher Clancy Global Wealth Strategies & Associates | 2,065 | $1.45M | $1.37M | -$82,227.7 | -5.67% |
Timothy R. Guthrie Bullseye Investment Management LLC | 25 | $15,082 | $16,565.5 | $1,483.5 | 9.84% |
Marc H. Stone Tyler-Stone Wealth Management | 658 | $358,671.16 | $435,786.82 | $77,115.66 | 21.5% |
| EM Erin Mccann Simplicity Wealth LLC | 537 | $308,743.32 | $356,127.66 | $47,384.34 | 15.35% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 570 | $324,661 | $377,750.4 | $53,089.4 | 16.35% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,023 | $1.05M | $1.35M | $301,651.22 | 28.73% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 3,741 | $1.94M | $2.48M | $539,265.15 | 27.85% |
Chad Soukup jvl associates LLC | 19,689 | $6.86M | $13.07M | $6.21M | 90.56% |
Thomas Mason Mason & Associates Inc. | 319 | $224,365.47 | $212,776.19 | -$11,589.28 | -5.17% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 15,157 | $7.83M | $10.06M | $2.23M | 28.5% |
David T. Morgan High Net Worth Advisory Group LLC | 557 | $286,561.11 | $368,661.59 | $82,100.48 | 28.65% |
Mark Vicencio Lowery Thomas LLC | 422 | $242,276.53 | $279,678.39 | $37,401.86 | 15.44% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 90 | $48,013.2 | $59,329.35 | $11,316.15 | 23.57% |
Allison Brooke Blake WorthPointe LLC | 1,032 | $534,245.76 | $689,747.52 | $155,501.76 | 29.11% |
Adam Grossman Mayport LLC | 1,430 | $1.01M | $956,498.4 | -$49,277.84 | -4.9% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 2,484 | $1.41M | $1.64M | $236,414.85 | 16.8% |
Mark Astrinos Libra Wealth LLC | 515 | $206,854.9 | $341,594.35 | $134,739.45 | 65.14% |
Mark Fiskio Empirical Asset Management LLC | 545 | $302,108.99 | $359,923.45 | $57,814.46 | 19.14% |