| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 14,690 | $2.55M | $3.78M | $1.23M | 48.41% |
William Jollie Quent Capital LLC | 751 | $105,683.84 | $204,745.13 | $99,061.29 | 93.73% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,006 | $224,086.5 | $270,523.46 | $46,436.96 | 20.72% |
Missy Straw Nilsine Partners LLC | 1,364 | $222,553.92 | $350,943.57 | $128,389.65 | 57.69% |
| EM Erin Mccann Simplicity Wealth LLC | 996 | $221,859 | $273,641.03 | $51,782.03 | 23.34% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 45,350 | $5.24M | $11.67M | $6.43M | 122.82% |
Patrick O'Connell Security Financial Services Inc. | 2,375 | $280,699.8 | $611,063.77 | $330,363.97 | 117.69% |
Joseph J. Costigan apricus wealth LLC | 11,776 | $1.49M | $3.03M | $1.54M | 102.98% |
Michael Byun SageView Advisory Group LLC | 1,283 | $209,336.95 | $349,707.32 | $140,370.37 | 67.05% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,050 | $362,831.3 | $784,734.53 | $421,903.23 | 116.28% |
Katie Christensen iSAM Funds UKK) Ltd | 2,100 | $355,110.04 | $570,801 | $215,690.96 | 60.74% |
Mark Fiskio Empirical Asset Management LLC | 2,116 | $335,000.08 | $576,758.14 | $241,758.06 | 72.17% |
Daniel Ronan Catalyst Financial Partners LLC | 1,125 | $250,594 | $289,451.26 | $38,857.26 | 15.51% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,610 | $389,958.48 | $671,526.93 | $281,568.45 | 72.2% |
Jeffrey Gilbert Balboa Wealth Partners | 5,307 | $718,726.95 | $1.45M | $727,802.09 | 101.26% |
Kevin Zemann WealthPlan Investment Management LLC | 30,052 | $4.6M | $7.73M | $3.13M | 68.02% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,805 | $272,357.69 | $464,408.47 | $192,050.78 | 70.51% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,909 | $383,712.97 | $748,456.64 | $364,743.67 | 95.06% |
| TL Tradewinds LLC Tradewinds LLC | 445 | $99,123.75 | $119,664.95 | $20,541.2 | 20.72% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,037 | $138,712.01 | $266,809.74 | $128,097.73 | 92.35% |