| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle McCarthy Vantage Financial Partners LLC | 16,402 | $682,150 | $834,369.74 | $152,219.74 | 22.31% |
William Jollie Quent Capital LLC | 72,953 | $2.99M | $3.75M | $758,136.08 | 25.37% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,268 | $380,142.02 | $521,871.1 | $141,729.08 | 37.28% |
Dalila Toledo Ascent Group LLC | 39,260 | $1.53M | $1.99M | $462,530.56 | 30.3% |
| EM Erin Mccann Simplicity Wealth LLC | 185,837 | $8.66M | $9.52M | $863,325.17 | 9.97% |
Patrick O'Connell Security Financial Services Inc. | 4,617 | $175,177.27 | $235,028.38 | $59,851.11 | 34.17% |
Daniel Bennett APS Management Group Inc. | 5,792 | $271,169.75 | $294,899.68 | $23,729.93 | 8.75% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 36,262 | $1.56M | $1.86M | $301,978.4 | 19.37% |
David T. Morgan High Net Worth Advisory Group LLC | 6,395 | $273,904.93 | $324,738.1 | $50,833.17 | 18.56% |
Jason Matthews Kfg Wealth Management LLC | 318,514 | $13.71M | $16.15M | $2.44M | 17.78% |
Samuel Miller Kraft, Davis & Associates LLC | 12,406 | $542,942.01 | $632,892.09 | $89,950.08 | 16.57% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 7,254 | $300,869.14 | $367,705.26 | $66,836.12 | 22.21% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 45,948 | $1.65M | $2.36M | $703,520.08 | 42.54% |
Adam Grossman Mayport LLC | 4,116 | $213,126.48 | $209,936.58 | -$3,189.9 | -1.5% |
Brian Levy West Wealth Group LLC | 316,839 | $14.18M | $16.13M | $1.95M | 13.73% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 179,874 | $6.53M | $9.19M | $2.66M | 40.72% |
Timothy Gerlach Novem Group | 35,284 | $1.38M | $1.79M | $412,929.59 | 29.99% |
Christopher Warner WARNER FINANCIAL Inc. | 11,544 | $417,777.36 | $588,628.56 | $170,851.2 | 40.9% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 15,624 | $760,072.97 | $795,495.96 | $35,422.99 | 4.66% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,647 | $514,082.49 | $700,773.45 | $186,690.96 | 36.32% |