| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,814 | $351,992.1 | $429,163.14 | $77,171.04 | 21.92% |
| WTM W. Travis McKinney HB Wealth Management LLC | 89,123 | $11.42M | $13.79M | $2.37M | 20.72% |
| RF Ryan Fink Treasure Coast Financial Planning | 24,104 | $3.03M | $3.68M | $647,516.48 | 21.38% |
Daniel Forbes Forbes Financial Planning Inc. | 11,742 | $1.48M | $1.79M | $314,533.8 | 21.31% |
| RW Roger Wittlin Roger Wittlin Investment Advisory LLC | 7,403 | $927,884.31 | $1.15M | $218,174.12 | 23.51% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,843 | $360,445.96 | $433,585.93 | $73,139.97 | 20.29% |
Allison Tronnes Forum Financial Management LP | 6,724 | $866,672.01 | $1.04M | $173,497.17 | 20.02% |
| DC Debora Caley Richwood Investment Advisors LLC | 8,332 | $1.13M | $1.27M | $140,227.56 | 12.4% |
| MO Michael O'Connor Capasso Planning Partners LLC | 1,424 | $207,818.56 | $217,174.24 | $9,355.68 | 4.5% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,214 | $156,751.68 | $187,799.73 | $31,048.05 | 19.81% |
| EAM Edward A. McDonough McDonough Capital Management Inc. | 2,064 | $259,167.94 | $314,780.64 | $55,612.7 | 21.46% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,190 | $278,615.83 | $338,782.05 | $60,166.22 | 21.59% |
| WJ William Jollie Quent Capital LLC | 812 | $112,997.92 | $125,681.36 | $12,683.44 | 11.22% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 3,621 | $453,986.09 | $560,150.59 | $106,164.5 | 23.38% |
| MS Missy Straw Nilsine Partners LLC | 1,371 | $203,141 | $212,086.84 | $8,945.84 | 4.4% |
Dalila Toledo Ascent Group LLC | 13,109 | $1.76M | $2.03M | $266,327.22 | 15.11% |
| EM Erin Mccann Simplicity Wealth LLC | 11,992 | $1.64M | $1.86M | $211,641.9 | 12.88% |
Michael Byun SageView Advisory Group LLC | 757 | $105,320 | $117,168.46 | $11,848.46 | 11.25% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 8,777 | $1.13M | $1.36M | $227,417.28 | 20.11% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 1,351 | $187,689.89 | $208,992.94 | $21,303.05 | 11.35% |