| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 15,469 | $900,306.04 | $1.15M | $247,648.45 | 27.51% |
| WJ William Jollie Quent Capital LLC | 4,071 | $225,043.97 | $302,108.91 | $77,064.94 | 34.24% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 21,313 | $1.02M | $1.58M | $564,475.32 | 55.5% |
Marc H. Stone Tyler-Stone Wealth Management | 78,130 | $3.87M | $5.8M | $1.92M | 49.67% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 25,757 | $1.27M | $1.91M | $643,528.31 | 50.76% |
| MS Missy Straw Nilsine Partners LLC | 4,992 | $319,455.13 | $370,456.32 | $51,001.19 | 15.97% |
Dalila Toledo Ascent Group LLC | 92,922 | $5.17M | $6.9M | $1.72M | 33.29% |
| EM Erin Mccann Simplicity Wealth LLC | 40,618 | $2.49M | $3.01M | $522,269.16 | 20.96% |
| PO Patrick O'Connell Security Financial Services Inc. | 3,338 | $220,870.62 | $247,712.98 | $26,842.36 | 12.15% |
Michael Byun SageView Advisory Group LLC | 33,392 | $1.51M | $2.48M | $969,100.1 | 64.22% |
| KB Kimberly Byrne Bill Few Associates Inc. | 14,519 | $687,782.2 | $1.08M | $389,672.79 | 56.66% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 6,707 | $353,938.56 | $497,726.47 | $143,787.91 | 40.63% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 5,855 | $275,862.41 | $434,499.55 | $158,637.14 | 57.51% |
| TK Taro Kuriyama Axq Capita LLP | 11,244 | $662,659.49 | $834,417.24 | $171,757.75 | 25.92% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 39,966 | $1.83M | $2.97M | $1.14M | 62.35% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 4,549 | $209,052.85 | $337,581.29 | $128,528.44 | 61.48% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5,410 | $245,418.47 | $401,476.1 | $156,057.63 | 63.59% |
| JP Jaimie Palmer Beacon Capital Management LLC | 6,841 | $332,643.42 | $507,670.61 | $175,027.19 | 52.62% |
| MC Molly Crider Walker Asset Management LLC | 12,965 | $546,357.38 | $962,132.65 | $415,775.27 | 76.1% |
| BPN Brent P. Nicks Strategic Planning Inc. | 81,214 | $4.88M | $6.03M | $1.15M | 23.48% |