| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PE Paul Elam Oak Harbor Wealth Partners LLC | 430 | $32,293 | $35,303.04 | $3,010.04 | 9.32% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,498 | $709,275.24 | $861,886.85 | $152,611.61 | 21.52% |
| WJ William Jollie Quent Capital LLC | 205 | $15,079.8 | $16,848.95 | $1,769.15 | 11.73% |
Dalila Toledo Ascent Group LLC | 20,822 | $1.28M | $1.71M | $431,230.94 | 33.69% |
| EM Erin Mccann Simplicity Wealth LLC | 66,174 | $4.51M | $5.43M | $926,007.26 | 20.55% |
| PO Patrick O'Connell Security Financial Services Inc. | 46,179 | $2.83M | $3.83M | $997,446.59 | 35.26% |
Joseph J. Costigan apricus wealth LLC | 2,695 | $202,394.5 | $221,259.77 | $18,865.27 | 9.32% |
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 6,685 | $383,786.28 | $548,839.17 | $165,052.89 | 43.01% |
Michael Byun SageView Advisory Group LLC | 2,854 | $209,953 | $234,570.26 | $24,617.26 | 11.73% |
| KB Kimberly Byrne Bill Few Associates Inc. | 22,275 | $1.49M | $1.83M | $337,521.92 | 22.63% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 5,300 | $321,388 | $435,607 | $114,219 | 35.54% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 125,122 | $6.68M | $10.27M | $3.59M | 53.72% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 7,746 | $354,899.9 | $636,643.74 | $281,743.84 | 79.39% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 8,156 | $438,344.14 | $670,423.2 | $232,079.06 | 52.94% |
Adam Grossman Mayport LLC | 26,188 | $1.75M | $2.15M | $405,066.84 | 23.18% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 43,738 | $2.76M | $3.6M | $839,814.67 | 30.48% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 23,736 | $1.61M | $1.95M | $345,011.53 | 21.48% |
Bryan Kupchik Capstone Wealth Management Group LLC | 7,396 | $454,083.59 | $607,951.2 | $153,867.61 | 33.89% |
Mark Astrinos Libra Wealth LLC | 8,271 | $555,977 | $679,876.2 | $123,899.2 | 22.28% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 69,569 | $4.28M | $5.77M | $1.49M | 34.7% |