| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael O'Connor Capasso Planning Partners LLC | 191,851 | $9.73M | $14.14M | $4.4M | 45.24% |
Paul Elam Oak Harbor Wealth Partners LLC | 64,037 | $3.63M | $4.52M | $888,165.41 | 24.44% |
| LWL Leo Wealth LLC Leo Wealth LLC | 99,867 | $6M | $7.05M | $1.05M | 17.55% |
Christopher Clancy Global Wealth Strategies & Associates | 7,860 | $471,387.52 | $555,073.2 | $83,685.68 | 17.75% |
William Jollie Quent Capital LLC | 2,312 | $143,512.64 | $168,521.68 | $25,009.04 | 17.43% |
Marc H. Stone Tyler-Stone Wealth Management | 4,709 | $225,199.43 | $332,549.58 | $107,350.15 | 47.67% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 10,337 | $526,017.26 | $729,998.94 | $203,981.68 | 38.78% |
Missy Straw Nilsine Partners LLC | 3,069 | $196,661.52 | $216,732.78 | $20,071.26 | 10.21% |
Dalila Toledo Ascent Group LLC | 143,061 | $7.15M | $10.1M | $2.95M | 41.33% |
| EM Erin Mccann Simplicity Wealth LLC | 37,275 | $2.24M | $2.63M | $390,463.86 | 17.42% |
Patrick O'Connell Security Financial Services Inc. | 171,163 | $8.41M | $12.09M | $3.68M | 43.78% |
Joseph J. Costigan apricus wealth LLC | 7,668 | $464,566.56 | $541,514.16 | $76,947.6 | 16.56% |
Jason DeBerry BancFirst Trust & Investment Management | 55,072 | $2.56M | $3.89M | $1.33M | 52.06% |
Michael Byun SageView Advisory Group LLC | 54,804 | $2.91M | $4M | $1.09M | 37.42% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,860 | $231,291.2 | $272,593.2 | $41,302 | 17.86% |
Nichole Raftopoulos Nvest Financial LLC | 6,792 | $362,569.05 | $479,651.04 | $117,081.99 | 32.29% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 38,974 | $1.91M | $2.75M | $843,997.72 | 44.23% |
Chad Soukup jvl associates LLC | 5,740 | $302,867.04 | $405,358.8 | $102,491.76 | 33.84% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 86,863 | $4.17M | $6.13M | $1.96M | 46.93% |
Kristofer Gray Integrity Financial Corp. /WA | 3,358 | $196,129.82 | $237,141.96 | $41,012.14 | 20.91% |