| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RF Ryan Fink Treasure Coast Financial Planning | 416,689 | $23.64M | $38.08M | $14.44M | 61.1% |
Jeremy Baltz Raleigh Capital Management Inc. | 5,361 | $350,820.18 | $489,164.44 | $138,344.26 | 39.43% |
| MO Michael O'Connor Capasso Planning Partners LLC | 212,710 | $13.18M | $19.44M | $6.26M | 47.49% |
| WJ William Jollie Quent Capital LLC | 39,135 | $2.32M | $3.57M | $1.25M | 54.04% |
Marc H. Stone Tyler-Stone Wealth Management | 32,741 | $2.2M | $2.99M | $786,928.16 | 35.76% |
Christopher Schurmann Summit Investment Advisory Services LLC | 118,567 | $9.58M | $10.82M | $1.24M | 12.96% |
Michael Byun SageView Advisory Group LLC | 263 | $21,673 | $24,022.42 | $2,349.42 | 10.84% |
| JP Jaimie Palmer Beacon Capital Management LLC | 4,402 | $259,373.07 | $402,078.68 | $142,705.61 | 55.02% |
Adam Grossman Mayport LLC | 2,745 | $217,019.7 | $250,700.85 | $33,681.15 | 15.52% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 21,720 | $1.63M | $1.98M | $355,348.67 | 21.82% |
| TG Timothy Gerlach Novem Group | 21,257 | $1.56M | $1.94M | $382,698.92 | 24.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,194 | $1.24M | $2.13M | $880,826.5 | 70.77% |
Lincoln Bach Delap Wealth Advisory LLC | 81,364 | $6.09M | $7.43M | $1.34M | 21.97% |
| LV Leah Vaden Redwood Financial Network Corp. | 129,099 | $7.49M | $11.82M | $4.32M | 57.72% |
| RC Ryan Cahill Cahill Wealth Management LLC | 26,335 | $1.54M | $2.41M | $865,348.86 | 56.2% |
| ED Eric Dahm Range Financial Group LLC | 3,567 | $249,334.97 | $325,560.09 | $76,225.12 | 30.57% |
Jeffrey Gilbert Balboa Wealth Partners | 4,000 | $299,560 | $366,100 | $66,540 | 22.21% |
| EL Edward Lowndes Angeles Wealth Management LLC | 2,576 | $212,520 | $235,768.4 | $23,248.4 | 10.94% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 22,779 | $1.06M | $2.08M | $1.02M | 96.56% |
Kevin Zemann WealthPlan Investment Management LLC | 25,824 | $1.85M | $2.36M | $516,038.88 | 27.93% |