| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle McCarthy Vantage Financial Partners LLC | 3,320 | $603,649.65 | $667,220.4 | $63,570.75 | 10.53% |
Allison Tronnes Forum Financial Management LP | 14,721 | $1.23M | $2.96M | $1.73M | 141.31% |
Edward A. McDonough McDonough Capital Management Inc. | 30,215 | $3.73M | $6M | $2.27M | 60.79% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,315 | $1.01M | $1.27M | $261,777.13 | 25.99% |
Christopher Clancy Global Wealth Strategies & Associates | 1,222 | $228,575 | $245,585.34 | $17,010.34 | 7.44% |
William Jollie Quent Capital LLC | 5,519 | $392,751.96 | $1.11M | $713,807.54 | 181.75% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 8,310 | $1.11M | $1.67M | $564,518.23 | 51.06% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 41,450 | $4.84M | $8.33M | $3.49M | 72.26% |
Timothy R. Guthrie Bullseye Investment Management LLC | 554 | $98,473.5 | $111,337.38 | $12,863.88 | 13.06% |
Marc H. Stone Tyler-Stone Wealth Management | 137,993 | $4.2M | $27.73M | $23.53M | 559.99% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,386 | $437,182.51 | $1.69M | $1.25M | 285.5% |
Missy Straw Nilsine Partners LLC | 5,299 | $601,406.32 | $1.06M | $463,533.71 | 77.07% |
Dalila Toledo Ascent Group LLC | 32,008 | $4.4M | $6.35M | $1.96M | 44.48% |
| EM Erin Mccann Simplicity Wealth LLC | 49,910 | $6.53M | $9.94M | $3.41M | 52.19% |
Robert Glass AlphaCentric Advisors LLC | 294 | $52,258.5 | $59,085.18 | $6,826.68 | 13.06% |
Joseph J. Costigan apricus wealth LLC | 5,050 | $40,987.5 | $1.01M | $973,911 | 2,376.12% |
Michael Byun SageView Advisory Group LLC | 5,912 | $734,586.1 | $1.19M | $453,548.54 | 61.74% |
Nicole Goff Retirement Solution LLC | 2,045 | $238,590.15 | $409,000 | $170,409.85 | 71.42% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,402 | $350,873.56 | $482,729.94 | $131,856.38 | 37.58% |
Owen Schrum Schrum Private Wealth Management LLC | 3,822 | $324,994.5 | $765,126.18 | $440,131.68 | 135.43% |