| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 2,819 | $107,245.2 | $141,316.47 | $34,071.27 | 31.77% |
Ana-Maria Ignat Covestor Ltd | 2,455 | $102,499.99 | $121,620.7 | $19,120.71 | 18.65% |
Kathryn Brown Morton Brown Family Wealth LLC | 7,472 | $260,437.68 | $374,571.36 | $114,133.68 | 43.82% |
John Gorlow Cardiff Park Advisors LLC | 13,300 | $487,286.25 | $666,729 | $179,442.75 | 36.82% |
Kelly Kaczmarczyk Dravo Bay LLC | 34,122 | $1.18M | $1.71M | $529,814.24 | 44.87% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 14,837 | $466,370.85 | $731,835.02 | $265,464.17 | 56.92% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 4,717 | $237,689.63 | $234,010.37 | -$3,679.26 | -1.55% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,450 | $331,134.74 | $369,110.25 | $37,975.51 | 11.47% |
| RF Ryan Fink Treasure Coast Financial Planning | 553,081 | $19.62M | $27.44M | $7.81M | 39.82% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 4,947 | $200,304.03 | $245,420.67 | $45,116.64 | 22.52% |
Jeremy Baltz Raleigh Capital Management Inc. | 137,514 | $5.68M | $6.81M | $1.13M | 19.95% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,058 | $473,188.32 | $646,958.61 | $173,770.29 | 36.72% |
| WJ William Jollie Quent Capital LLC | 76,866 | $2.58M | $3.81M | $1.23M | 47.85% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 19,606 | $677,442.36 | $971,379.27 | $293,936.91 | 43.39% |
Dalila Toledo Ascent Group LLC | 55,979 | $2.15M | $2.78M | $623,777.64 | 28.99% |
| EM Erin Mccann Simplicity Wealth LLC | 251,409 | $10.41M | $12.46M | $2.04M | 19.63% |
| PO Patrick O'Connell Security Financial Services Inc. | 191,528 | $6.1M | $9.58M | $3.48M | 57.15% |
Christopher Schurmann Summit Investment Advisory Services LLC | 5,327 | $228,479 | $263,926.21 | $35,447.21 | 15.51% |
Michael Byun SageView Advisory Group LLC | 21,754 | $749,811.97 | $1.08M | $330,165.36 | 44.03% |
| KB Kimberly Byrne Bill Few Associates Inc. | 40,448 | $1.48M | $2M | $524,617.33 | 35.46% |