| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 106,217 | $12.06M | $17.59M | $5.53M | 45.86% |
Roger Steed KRS Capital Management LLC | 1,305 | $206,229.15 | $211,357.81 | $5,128.66 | 2.49% |
Brett Lee Planning Center Inc. | 1,820 | $220,727.82 | $294,767.22 | $74,039.4 | 33.54% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 36,369 | $4M | $6.06M | $2.06M | 51.41% |
| TA Thomas Anderton 626 Financial LLC | 1,686 | $216,145.2 | $273,064.58 | $56,919.38 | 26.33% |
W. Travis McKinney HB Wealth Management LLC | 87,951 | $10.15M | $14.24M | $4.1M | 40.39% |
| MC mike Chen Byrne Asset Management LLC | 229 | $24,065.77 | $37,853.7 | $13,787.93 | 57.29% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 16,403 | $1.95M | $2.73M | $782,369.37 | 40.14% |
Nathan Geraci ETF Store Inc. | 1,524 | $197,748.81 | $246,827.06 | $49,078.25 | 24.82% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 2,784 | $439,955.52 | $463,591.68 | $23,636.16 | 5.37% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 295 | $34,209.15 | $47,778.2 | $13,569.05 | 39.66% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 1,762 | $197,779.74 | $285,373.54 | $87,593.8 | 44.29% |
Michelle McCarthy Vantage Financial Partners LLC | 3,678 | $471,519.6 | $595,688.92 | $124,169.32 | 26.33% |
Allison Tronnes Forum Financial Management LP | 2,779 | $375,102.01 | $450,086.87 | $74,984.86 | 19.99% |
| DC Debora Caley Richwood Investment Advisors LLC | 4,498 | $580,062.08 | $728,496.12 | $148,434.04 | 25.59% |
Michael O'Connor Capasso Planning Partners LLC | 1,464 | $206,350.8 | $242,555.52 | $36,204.72 | 17.55% |
| LWL Leo Wealth LLC Leo Wealth LLC | 12,671 | $1.76M | $2.05M | $292,813.54 | 16.64% |
Christopher Clancy Global Wealth Strategies & Associates | 1,306 | $196,777.68 | $211,519.77 | $14,742.09 | 7.49% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,738 | $321,769.1 | $455,931.76 | $134,162.66 | 41.7% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,981 | $350,123.99 | $495,024.86 | $144,900.87 | 41.39% |