| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 2,728 | $258,477.67 | $436,043.52 | $177,565.85 | 68.7% |
Christopher Clancy Global Wealth Strategies & Associates | 1,255 | $182,612.05 | $200,599.2 | $17,987.15 | 9.85% |
| WJ William Jollie Quent Capital LLC | 2,759 | $358,621.61 | $440,998.56 | $82,376.95 | 22.97% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 8,352 | $1.05M | $1.33M | $287,226.16 | 27.41% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 4,637 | $388,109.63 | $741,178.08 | $353,068.45 | 90.97% |
Dalila Toledo Ascent Group LLC | 7,264 | $924,778.42 | $1.16M | $236,299.34 | 25.55% |
| EM Erin Mccann Simplicity Wealth LLC | 4,064 | $618,703.4 | $649,589.76 | $30,886.36 | 4.99% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 22,142 | $2.26M | $3.54M | $1.28M | 56.41% |
Michael Byun SageView Advisory Group LLC | 6,377 | $897,180.89 | $1.02M | $122,118.79 | 13.61% |
| KB Kimberly Byrne Bill Few Associates Inc. | 4,054 | $514,076.18 | $647,991.36 | $133,915.18 | 26.05% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,501 | $220,436.86 | $239,919.84 | $19,482.98 | 8.84% |
| TK Taro Kuriyama Axq Capita LLP | 30,586 | $4.51M | $4.89M | $376,390.4 | 8.34% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,238 | $320,620 | $357,721.92 | $37,101.92 | 11.57% |
Katie Christensen iSAM Funds UKK) Ltd | 6,526 | $947,771 | $1.04M | $95,344.84 | 10.06% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 231 | $33,924.66 | $36,923.04 | $2,998.38 | 8.84% |
Mark Fiskio Empirical Asset Management LLC | 6,605 | $708,038.01 | $1.06M | $347,705.19 | 49.11% |
| TG Timothy Gerlach Novem Group | 1,999 | $308,582.88 | $319,520.16 | $10,937.28 | 3.54% |
Daniel Ronan Catalyst Financial Partners LLC | 2,356 | $319,678.29 | $376,583.04 | $56,904.75 | 17.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,213 | $845,108.43 | $1.31M | $467,657.49 | 55.34% |
| ED Eric Dahm Range Financial Group LLC | 7,632 | $978,439.9 | $1.22M | $241,458.98 | 24.68% |