| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Randy D. Kurtz Upper Left Wealth Management LLC | 45,703 | $2.39M | $3.79M | $1.39M | 58.12% |
W. Travis McKinney HB Wealth Management LLC | 1.02M | $56.19M | $84.73M | $28.54M | 50.79% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 6,170 | $480,890.39 | $511,184.5 | $30,294.11 | 6.3% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,850 | $238,687.5 | $244,188 | $5,500.5 | 2.3% |
| FCI Family CFO Inc Family CFO Inc | 28,128 | $1.7M | $2.33M | $627,791.16 | 36.87% |
Sue Cox BetterWealth LLC | 2,426 | $203,177.5 | $200,994.1 | -$2,183.4 | -1.07% |
Allison Tronnes Forum Financial Management LP | 3,922 | $245,397.48 | $324,937.7 | $79,540.22 | 32.41% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,498 | $709,275.24 | $869,759.3 | $160,484.06 | 22.63% |
William Jollie Quent Capital LLC | 180 | $13,240.8 | $15,339.6 | $2,098.8 | 15.85% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,872 | $240,530 | $243,631.76 | $3,101.76 | 1.29% |
Dalila Toledo Ascent Group LLC | 20,822 | $1.28M | $1.73M | $444,973.46 | 34.76% |
| EM Erin Mccann Simplicity Wealth LLC | 68,034 | $4.66M | $5.75M | $1.09M | 23.4% |
Patrick O'Connell Security Financial Services Inc. | 45,503 | $2.79M | $3.77M | $982,865.27 | 35.27% |
Joseph J. Costigan apricus wealth LLC | 3,095 | $235,894.5 | $256,420.75 | $20,526.25 | 8.7% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 6,685 | $383,786.28 | $553,852.25 | $170,065.97 | 44.31% |
| KB Kimberly Byrne Bill Few Associates Inc. | 22,275 | $1.49M | $1.85M | $354,225.94 | 23.75% |
David T. Morgan High Net Worth Advisory Group LLC | 5,300 | $321,388 | $439,105 | $117,717 | 36.63% |
Samuel Miller Kraft, Davis & Associates LLC | 125,122 | $6.68M | $10.37M | $3.68M | 55.12% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 7,702 | $352,948.06 | $638,110.7 | $285,162.64 | 80.79% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 8,156 | $438,344.14 | $675,724.6 | $237,380.46 | 54.15% |