| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 196,455 | $9.95M | $10.84M | $885,652.64 | 8.9% |
| NR Nichole Raftopoulos Nvest Financial LLC | 5,297 | $263,207.93 | $292,276.28 | $29,068.35 | 11.04% |
Brian Clay Clay Northam Wealth Management LLC | 18,179 | $903,314.51 | $1M | $99,760.9 | 11.04% |
| JP James Peterson Nearwater Capital Markets Ltd. | 700,000 | $34.78M | $38.62M | $3.84M | 11.04% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 23,600 | $1.2M | $1.3M | $107,469.1 | 8.99% |
Luther Hartwell Hodges Waycross Investment Management Co. | 3,779 | $214,621 | $205,502.02 | -$9,118.98 | -4.25% |
| TG Timothy Gerlach Novem Group | 6,215 | $336,215.48 | $343,192.3 | $6,976.82 | 2.08% |
Craig Johnsen Fortitude Advisory Group LLC | 5,087 | $275,631.42 | $282,175.89 | $6,544.47 | 2.37% |
Jeffrey Gilbert Balboa Wealth Partners | 5,632 | $291,014.17 | $312,407.04 | $21,392.87 | 7.35% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 69,997 | $3.7M | $3.88M | $180,511.88 | 4.88% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,818 | $198,475.03 | $210,199.99 | $11,724.96 | 5.91% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 46 | $2,181.78 | $2,550.24 | $368.46 | 16.89% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 499,503 | $26.1M | $27.08M | $980,008.68 | 3.76% |
| PS Paul Saltaformaggio Hibernia Wealth Partners LLC | 9,664 | $521,816.52 | $535,772.16 | $13,955.64 | 2.67% |
Brian Dechow SWAN Capital LLC | 561 | $28,184.95 | $31,101.84 | $2,916.89 | 10.35% |
Jessica Thayer Unique Wealth LLC | 10,220 | $550,752.42 | $566,596.8 | $15,844.38 | 2.88% |
Jesse Ellington Dover Advisors LLC | 9,465 | $509,785 | $523,026.43 | $13,241.43 | 2.6% |
| WJW Walter J. West Milestone Asset Management LLC | 34,565 | $1.77M | $1.93M | $164,628.63 | 9.32% |
| MV Moises Valladares Insigneo Advisory Services LLC | 4,560 | $246,873.69 | $252,327.6 | $5,453.91 | 2.21% |
| RBL Robert B. LaRue Owen LaRue LLC | 68,020 | $3.55M | $3.76M | $213,890.18 | 6.03% |