| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle McCarthy Vantage Financial Partners LLC | 8,387 | $696,112.03 | $1.02M | $322,531.05 | 46.33% |
Edward A. McDonough McDonough Capital Management Inc. | 4,989 | $328,738.63 | $609,955.14 | $281,216.51 | 85.54% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,963 | $515,039.36 | $599,778.55 | $84,739.19 | 16.45% |
William Jollie Quent Capital LLC | 88,097 | $5.88M | $10.81M | $4.92M | 83.73% |
Timothy R. Guthrie Bullseye Investment Management LLC | 48 | $5,121.6 | $5,817.6 | $696 | 13.59% |
Marc H. Stone Tyler-Stone Wealth Management | 17,207 | $1.2M | $2.08M | $884,670.8 | 73.75% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 4,342 | $342,783.64 | $527,357.61 | $184,573.97 | 53.85% |
Dalila Toledo Ascent Group LLC | 140,822 | $11.32M | $16.94M | $5.62M | 49.67% |
| EM Erin Mccann Simplicity Wealth LLC | 173,137 | $19.8M | $21.19M | $1.39M | 7.03% |
Christopher Schurmann Summit Investment Advisory Services LLC | 27,941 | $2.65M | $3.42M | $763,475.28 | 28.78% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 5,372 | $472,198.8 | $656,565.84 | $184,367.04 | 39.04% |
Michael Byun SageView Advisory Group LLC | 2,681 | $235,659.78 | $323,476.05 | $87,816.27 | 37.26% |
Nicole Goff Retirement Solution LLC | 2,791 | $266,201.77 | $342,148.69 | $75,946.92 | 28.53% |
| KB Kimberly Byrne Bill Few Associates Inc. | 16,697 | $1.44M | $2.09M | $648,709.6 | 45.03% |
Daniel Bennett APS Management Group Inc. | 5,655 | $591,207.29 | $687,761.1 | $96,553.81 | 16.33% |
Owen Schrum Schrum Private Wealth Management LLC | 8,029 | $679,576.73 | $985,640.04 | $306,063.31 | 45.04% |
Nichole Raftopoulos Nvest Financial LLC | 55,675 | $4.96M | $6.8M | $1.83M | 36.92% |
Kristofer Gray Integrity Financial Corp. /WA | 384 | $45,692.16 | $46,558.08 | $865.92 | 1.9% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 67,720 | $7.93M | $8.29M | $359,422.78 | 4.53% |
Mark Vicencio Lowery Thomas LLC | 26,700 | $1.9M | $3.26M | $1.36M | 71.39% |