| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 15,469 | $900,306.04 | $1.13M | $230,941.93 | 25.65% |
William Jollie Quent Capital LLC | 4,336 | $244,110.72 | $320,170.24 | $76,059.52 | 31.16% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 21,291 | $1.02M | $1.56M | $540,767.36 | 53.21% |
Marc H. Stone Tyler-Stone Wealth Management | 78,130 | $3.87M | $5.71M | $1.84M | 47.49% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 25,757 | $1.27M | $1.84M | $575,272.26 | 45.37% |
Missy Straw Nilsine Partners LLC | 5,176 | $332,693.93 | $378,520.88 | $45,826.95 | 13.77% |
Dalila Toledo Ascent Group LLC | 90,290 | $5.06M | $6.67M | $1.6M | 31.67% |
| EM Erin Mccann Simplicity Wealth LLC | 45,855 | $2.87M | $3.38M | $508,884.53 | 17.74% |
Patrick O'Connell Security Financial Services Inc. | 3,338 | $220,870.62 | $238,867.28 | $17,996.66 | 8.15% |
Michael Byun SageView Advisory Group LLC | 18,233 | $827,059.03 | $1.33M | $506,320.26 | 61.22% |
Nicole Goff Retirement Solution LLC | 2,869 | $206,424.55 | $210,957.57 | $4,533.02 | 2.2% |
| KB Kimberly Byrne Bill Few Associates Inc. | 14,523 | $688,051.56 | $1.06M | $374,015.43 | 54.36% |
Owen Schrum Schrum Private Wealth Management LLC | 5,898 | $313,957.74 | $434,771.07 | $120,813.33 | 38.48% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 5,855 | $275,862.41 | $418,983.8 | $143,121.39 | 51.88% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 39,966 | $1.83M | $2.95M | $1.12M | 61.56% |
David T. Morgan High Net Worth Advisory Group LLC | 4,649 | $216,247.85 | $339,981.37 | $123,733.52 | 57.22% |
Jason Matthews Kfg Wealth Management LLC | 3,479 | $250,345 | $248,957.24 | -$1,387.76 | -0.55% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5,410 | $245,418.47 | $395,633.3 | $150,214.83 | 61.21% |
Jaimie Palmer Beacon Capital Management LLC | 7,125 | $353,077.22 | $509,865 | $156,787.78 | 44.41% |
Adam Grossman Mayport LLC | 2,857 | $205,561.15 | $208,932.41 | $3,371.26 | 1.64% |