| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 2,545 | $482,992.68 | $622,583.35 | $139,590.67 | 28.9% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,402 | $405,057.76 | $587,601.26 | $182,543.5 | 45.07% |
Dalila Toledo Ascent Group LLC | 19,112 | $3.54M | $4.68M | $1.13M | 32.03% |
| EM Erin Mccann Simplicity Wealth LLC | 1,904 | $425,870.5 | $471,677.92 | $45,807.42 | 10.76% |
Jason DeBerry BancFirst Trust & Investment Management | 62,754 | $10.96M | $15.35M | $4.39M | 40.1% |
Michael Byun SageView Advisory Group LLC | 2,583 | $501,609.87 | $645,259.23 | $143,649.36 | 28.64% |
Owen Schrum Schrum Private Wealth Management LLC | 1,504 | $309,341.06 | $375,714.24 | $66,373.18 | 21.46% |
Chad Soukup jvl associates LLC | 963 | $200,987.73 | $235,578.69 | $34,590.96 | 17.21% |
Kristofer Gray Integrity Financial Corp. /WA | 1,536 | $295,786.59 | $375,751.68 | $79,965.09 | 27.03% |
David T. Morgan High Net Worth Advisory Group LLC | 5,354 | $1.04M | $1.31M | $270,462.8 | 26.02% |
Samuel Miller Kraft, Davis & Associates LLC | 1,219 | $245,329.33 | $298,203.97 | $52,874.64 | 21.55% |
Randy Smith Fairway Financial LLC | 37,253 | $7.39M | $9.11M | $1.72M | 23.26% |
Kristen Williams Athena Investment Management | 1,898 | $333,934.12 | $470,191.54 | $136,257.42 | 40.8% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1 | $242.99 | $244.63 | $1.64 | 0.67% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 132,402 | $22.89M | $32.39M | $9.5M | 41.53% |
Adam Grossman Mayport LLC | 49,609 | $9.24M | $12.39M | $3.15M | 34.13% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 1,630 | $317,951 | $398,746.9 | $80,795.9 | 25.41% |
Arthur Garcia Atlas Financial Advisors Inc. | 3,410 | $675,793.8 | $834,188.3 | $158,394.5 | 23.44% |
Mark Astrinos Libra Wealth LLC | 3,479 | $509,581.02 | $861,852.67 | $352,271.65 | 69.13% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 17,735 | $3.33M | $4.34M | $1.01M | 30.3% |