| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 10,368 | $976,686.34 | $1.17M | $198,111.74 | 20.28% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 4,504 | $218,943.92 | $510,348.24 | $291,404.32 | 133.1% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 5,219 | $255,179.92 | $592,721.83 | $337,541.91 | 132.28% |
| MS Missy Straw Nilsine Partners LLC | 77,440 | $6.4M | $8.8M | $2.4M | 37.41% |
Dalila Toledo Ascent Group LLC | 36,040 | $1.9M | $4.09M | $2.19M | 115.54% |
| EM Erin Mccann Simplicity Wealth LLC | 10,512 | $967,413.92 | $1.19M | $222,859.84 | 23.04% |
| PO Patrick O'Connell Security Financial Services Inc. | 88,080 | $5.04M | $10M | $4.96M | 98.31% |
| EW Ed West Values First Advisors Inc. | 2,928 | $227,564.16 | $332,532.96 | $104,968.8 | 46.13% |
Joseph J. Costigan apricus wealth LLC | 5,384 | $280,291.04 | $611,460.88 | $331,169.84 | 118.15% |
Michael Byun SageView Advisory Group LLC | 3,624 | $338,325.77 | $410,345.52 | $72,019.75 | 21.29% |
| NG Nicole Goff Retirement Solution LLC | 5,296 | $416,603.68 | $601,466.72 | $184,863.04 | 44.37% |
Daniel Bennett APS Management Group Inc. | 14,707 | $1.37M | $1.67M | $297,052.26 | 21.63% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 23,112 | $1.58M | $2.62M | $1.05M | 66.62% |
| NR Nichole Raftopoulos Nvest Financial LLC | 5,088 | $388,294.08 | $577,844.16 | $189,550.08 | 48.82% |
Kristofer Gray Integrity Financial Corp. /WA | 6,936 | $551,702.4 | $787,721.52 | $236,019.12 | 42.78% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 45,360 | $3.19M | $5.15M | $1.96M | 61.44% |
Dan Mohr Retireful LLC | 23,528 | $1.97M | $2.67M | $706,234.24 | 35.93% |
Jason Matthews Kfg Wealth Management LLC | 11,936 | $996,434.94 | $1.36M | $359,136.58 | 36.04% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 1,873 | $163,363.06 | $212,716.61 | $49,353.55 | 30.21% |
| RS Randy Smith Fairway Financial LLC | 68,944 | $5.36M | $7.83M | $2.47M | 46.04% |