| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TA Thomas Anderton 626 Financial LLC | 2,965 | $220,130.9 | $321,910.05 | $101,779.15 | 46.24% |
| DC Debora Caley Richwood Investment Advisors LLC | 4,160 | $326,144 | $451,651.2 | $125,507.2 | 38.48% |
| MO Michael O'Connor Capasso Planning Partners LLC | 99,183 | $8.25M | $10.77M | $2.52M | 30.49% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 270 | $18,127.8 | $29,660.85 | $11,533.05 | 63.62% |
| WJ William Jollie Quent Capital LLC | 10,474 | $864,610.67 | $1.15M | $287,267.48 | 33.23% |
Michael Byun SageView Advisory Group LLC | 195 | $17,740 | $21,445.12 | $3,705.12 | 20.89% |
| KB Kimberly Byrne Bill Few Associates Inc. | 21,175 | $1.81M | $2.33M | $519,275.93 | 28.74% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 4,928 | $422,204.8 | $532,224 | $110,019.2 | 26.06% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 6,896 | $554,835.92 | $757,560.08 | $202,724.16 | 36.54% |
Bryan Kupchik Capstone Wealth Management Group LLC | 2,656 | $221,316.4 | $292,093.6 | $70,777.2 | 31.98% |
| TG Timothy Gerlach Novem Group | 3,710 | $334,675.38 | $408,007.25 | $73,331.87 | 21.91% |
Amanda Hawley Atria Wealth Solutions Inc. | 19,307 | $1.53M | $2.13M | $602,510.16 | 39.41% |
Matthew Heller Willner & Heller LLC | 3,573 | $304,827.93 | $394,048.3 | $89,220.37 | 29.27% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 32,945 | $2.68M | $3.63M | $955,505.09 | 35.68% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 5,864 | $444,832.04 | $646,711.24 | $201,879.2 | 45.38% |
Kevin Zemann WealthPlan Investment Management LLC | 4,264 | $403,289.12 | $470,255.24 | $66,966.12 | 16.6% |
Joseph Wallace Wallace Advisory Group LLC | 2,697 | $200,139.15 | $297,438.64 | $97,299.49 | 48.62% |
Brad Saenz Coastwise Capital Group LLC | 2,940 | $244,951.2 | $323,870.4 | $78,919.2 | 32.22% |
CJ Harrison DecisionPoint Financial LLC | 147 | $13,904 | $16,223.65 | $2,319.65 | 16.68% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 12,179 | $975,796.8 | $1.34M | $367,364.21 | 37.65% |