| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 6,137 | $428,807.82 | $511,027.99 | $82,220.17 | 19.17% |
William Jollie Quent Capital LLC | 13,630 | $677,992.28 | $1.13M | $449,890.22 | 66.36% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,033 | $250,647.12 | $254,529.36 | $3,882.24 | 1.55% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 28,825 | $1.4M | $2.39M | $984,626.14 | 70.3% |
Marc H. Stone Tyler-Stone Wealth Management | 4,069 | $221,103.11 | $340,575.3 | $119,472.19 | 54.03% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,255 | $463,340.08 | $695,855.22 | $232,515.14 | 50.18% |
Missy Straw Nilsine Partners LLC | 30,323 | $2.41M | $2.52M | $113,180.77 | 4.69% |
Dalila Toledo Ascent Group LLC | 46,888 | $3.19M | $3.91M | $721,377.62 | 22.63% |
| EM Erin Mccann Simplicity Wealth LLC | 64,138 | $5.15M | $5.31M | $162,829.76 | 3.16% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 7,125 | $353,162.5 | $589,308.75 | $236,146.25 | 66.87% |
Patrick O'Connell Security Financial Services Inc. | 2,594 | $239,210.92 | $218,726.08 | -$20,484.84 | -8.56% |
Michael Byun SageView Advisory Group LLC | 7,932 | $578,747.02 | $662,877.24 | $84,130.22 | 14.54% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,921 | $197,279.99 | $316,581.54 | $119,301.55 | 60.47% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 57,236 | $4.58M | $4.74M | $154,537.03 | 3.37% |
Taro Kuriyama Axq Capita LLP | 45,200 | $3.67M | $3.74M | $64,588.08 | 1.76% |
David T. Morgan High Net Worth Advisory Group LLC | 7,077 | $571,573.56 | $593,264.91 | $21,691.35 | 3.8% |
Jason Matthews Kfg Wealth Management LLC | 4,422 | $357,238.96 | $372,597.72 | $15,358.76 | 4.3% |
Katie Christensen iSAM Funds UKK) Ltd | 19,100 | $1.58M | $1.6M | $22,729 | 1.44% |
Kristen Williams Athena Investment Management | 5,469 | $224,537.56 | $462,403.95 | $237,866.39 | 105.94% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,234 | $91,800.36 | $102,761.35 | $10,960.99 | 11.94% |