| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 107,104 | $5.57M | $7.11M | $1.54M | 27.63% |
Daniel Bennett APS Management Group Inc. | 5,433 | $310,790.36 | $361,050.01 | $50,259.65 | 16.17% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 240,095 | $12.06M | $15.94M | $3.87M | 32.08% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 3,471 | $194,287.63 | $230,370.27 | $36,082.64 | 18.57% |
Allison Brooke Blake WorthPointe LLC | 13,154 | $713,990.9 | $874,346.38 | $160,355.48 | 22.46% |
Adam Grossman Mayport LLC | 3,983 | $235,873.26 | $264,750.01 | $28,876.75 | 12.24% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 42,215 | $2.31M | $2.81M | $491,935.97 | 21.26% |
Bryan Kupchik Capstone Wealth Management Group LLC | 3,793 | $207,439.17 | $252,120.71 | $44,681.54 | 21.54% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 139,657 | $6.55M | $9.28M | $2.73M | 41.76% |
Christopher M. Marks Sterling Investment Counsel LLC | 17,020 | $814,662.84 | $1.13M | $316,656.56 | 38.87% |
| SW Scott Williams Investmark Advisory Group LLC | 4,534 | $192,695 | $302,644.5 | $109,949.5 | 57.06% |
Jim Clark Worth Asset Management LLC | 22,292 | $1.32M | $1.48M | $161,617 | 12.24% |
| ED Eric Dahm Range Financial Group LLC | 47,723 | $2.48M | $3.16M | $677,441.44 | 27.28% |
Jeffrey Gilbert Balboa Wealth Partners | 5,831 | $275,484.12 | $389,219.25 | $113,735.13 | 41.29% |
| EL Edward Lowndes Angeles Wealth Management LLC | 2,685 | $159,005.7 | $179,223.75 | $20,218.05 | 12.72% |
Kevin Zemann WealthPlan Investment Management LLC | 17,266 | $967,154.04 | $1.15M | $185,351.46 | 19.16% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 6,258 | $343,271.11 | $417,721.5 | $74,450.39 | 21.69% |
CJ Harrison DecisionPoint Financial LLC | 963 | $47,403.07 | $64,342.84 | $16,939.77 | 35.74% |
Anu Prabhu Altrius Capital Management Inc. | 4,527 | $188,795.1 | $302,471.5 | $113,676.4 | 60.21% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 229,878 | $11.64M | $15.24M | $3.6M | 30.92% |