| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 6,062 | $915,805.13 | $1.16M | $240,945.77 | 26.31% |
Thomas Lynch QVIDTVM Management LLC | 1,079 | $178,401.86 | $205,894.79 | $27,492.93 | 15.41% |
William Jollie Quent Capital LLC | 4,214 | $576,304.58 | $798,848.02 | $222,543.44 | 38.62% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,535 | $152,181.23 | $292,908.72 | $140,727.49 | 92.47% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 13,719 | $1.31M | $2.62M | $1.3M | 99.33% |
Marc H. Stone Tyler-Stone Wealth Management | 42,788 | $4.75M | $8.16M | $3.42M | 71.95% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 3,286 | $566,163.14 | $627,034.55 | $60,871.41 | 10.75% |
Jonathan Straus Commons Capital LLC | 2,644 | $278,582.58 | $504,528.11 | $225,945.53 | 81.11% |
Missy Straw Nilsine Partners LLC | 3,093 | $364,204.28 | $590,206.29 | $226,002.01 | 62.05% |
Dalila Toledo Ascent Group LLC | 75,521 | $9.88M | $14.41M | $4.53M | 45.87% |
| EM Erin Mccann Simplicity Wealth LLC | 18,065 | $3.22M | $3.41M | $186,252.48 | 5.78% |
Patrick O'Connell Security Financial Services Inc. | 2,914 | $396,835.52 | $556,049.51 | $159,213.99 | 40.12% |
Michael Byun SageView Advisory Group LLC | 24,736 | $3.94M | $4.6M | $656,132.39 | 16.63% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,618 | $667,004.99 | $1.26M | $595,841.84 | 89.33% |
Owen Schrum Schrum Private Wealth Management LLC | 2,743 | $365,191.4 | $510,198 | $145,006.6 | 39.71% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,233 | $204,019.92 | $235,281.07 | $31,261.15 | 15.32% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 161,567 | $16.37M | $30.83M | $14.46M | 88.38% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,711 | $165,142.89 | $326,493.04 | $161,350.15 | 97.7% |
David T. Morgan High Net Worth Advisory Group LLC | 7,967 | $751,870.31 | $1.52M | $768,392.71 | 102.2% |
Jason Matthews Kfg Wealth Management LLC | 1,978 | $357,855 | $377,441.98 | $19,586.98 | 5.47% |