| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 2,972 | $132,436.69 | $172,167.96 | $39,731.27 | 30% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 3,764 | $170,460.64 | $221,549.42 | $51,088.78 | 29.97% |
Future You Wealth LLC Future You Wealth LLC | 62,620 | $2.84M | $3.69M | $849,690.53 | 29.96% |
| JC Jackson Calvin Sage Investment Counsel LLC | 8,389 | $371,425.84 | $493,650.7 | $122,224.86 | 32.91% |
| CB Chris Benson L.K. Benson & Company P.C. | 15,596 | $687,863.71 | $917,980.56 | $230,116.85 | 33.45% |
| BR Brian Runkles Frederick Financial Consultants LLC | 32,644 | $1.44M | $1.92M | $483,784.31 | 33.65% |
| FG Fabian Guerra Guerra Advisors Inc. | 2,816 | $152,574 | $165,707.52 | $13,133.52 | 8.61% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 50,288 | $2.62M | $2.96M | $336,365.6 | 12.82% |
| CS Corrie Scoby Coordinated Financial Services Inc. | 9,782 | $449,227.42 | $575,768.52 | $126,541.1 | 28.17% |
| JMF Jeremy Morris Finger Riverbend Wealth Management LLC | 4,824 | $242,544.63 | $283,868.28 | $41,323.65 | 17.04% |
Avi Kantor Certior Financial Group LLC | 43,026 | $2.01M | $2.49M | $473,649.38 | 23.51% |
| GBM Gabriel B. Manriquez Hippocratic Financial Advisors LLC | 6,217 | $336,523.01 | $365,932.62 | $29,409.61 | 8.74% |
Clune & Associates Ltd. Clune & Associates Ltd. | 15,276 | $676,884.29 | $899,145.36 | $222,261.07 | 32.84% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 7,446 | $328,090.02 | $438,271.56 | $110,181.54 | 33.58% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 21,070 | $927,922.62 | $1.24M | $312,257.58 | 33.65% |
| JZ Joel Zerbe Vista Cima Wealth Management LLC | 37,899 | $2.05M | $2.23M | $182,862.62 | 8.93% |
| BM Boulos Michael TME Financial Inc. | 158,096 | $7.15M | $9.31M | $2.15M | 30.11% |
| TS Todd Stoner Disciplined Investors LLC | 24,076 | $1.13M | $1.42M | $284,921.09 | 25.16% |
Note Advisors LLC Note Advisors LLC | 10,647 | $481,318.51 | $626,843.19 | $145,524.68 | 30.23% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 4,186 | $226,272 | $242,494.98 | $16,222.98 | 7.17% |