| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 60,462 | $2.6M | $3.46M | $860,600.87 | 33.16% |
Kristofer Gray Integrity Financial Corp. /WA | 6,912 | $277,451.81 | $395,089.92 | $117,638.11 | 42.4% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 255,778 | $10.99M | $14.62M | $3.63M | 33.03% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 4,820 | $233,061.19 | $275,511.2 | $42,450.01 | 18.21% |
Adam Grossman Mayport LLC | 10,000 | $449,200 | $572,550 | $123,350 | 27.46% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 60,367 | $2.6M | $3.46M | $857,399.45 | 32.99% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 47,766 | $2.05M | $2.73M | $689,428.39 | 33.71% |
Bryan Kupchik Capstone Wealth Management Group LLC | 15,480 | $698,708.62 | $886,307.4 | $187,598.78 | 26.85% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 150,015 | $6.06M | $8.59M | $2.53M | 41.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 76,590 | $2.99M | $4.4M | $1.41M | 47.18% |
| LV Leah Vaden Redwood Financial Network Corp. | 16,444 | $673,745.65 | $945,118.9 | $271,373.25 | 40.28% |
| ED Eric Dahm Range Financial Group LLC | 26,652 | $1.15M | $1.51M | $357,780.92 | 31.16% |
Jeffrey Gilbert Balboa Wealth Partners | 11,717 | $530,630.28 | $673,434.57 | $142,804.29 | 26.91% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 19,104 | $690,384.78 | $1.1M | $407,617.62 | 59.04% |
Kevin Zemann WealthPlan Investment Management LLC | 8,598 | $415,455.36 | $494,170.05 | $78,714.69 | 18.95% |
Benjamin Cauley Carr Financial Group Corp. | 6,618 | $257,270.04 | $380,369.55 | $123,099.51 | 47.85% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 7,649 | $333,532.44 | $439,626.27 | $106,093.83 | 31.81% |
Joseph Wallace Wallace Advisory Group LLC | 6,943 | $288,915.52 | $399,048.92 | $110,133.4 | 38.12% |
Brad Saenz Coastwise Capital Group LLC | 51,947 | $2.25M | $2.95M | $697,939.67 | 30.95% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,034 | $48,407.34 | $58,607.12 | $10,199.78 | 21.07% |