| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle McCarthy Vantage Financial Partners LLC | 2,249 | $315,140.99 | $404,460.16 | $89,319.17 | 28.34% |
Allison Tronnes Forum Financial Management LP | 2,885 | $466,591.05 | $518,838.4 | $52,247.35 | 11.2% |
Paul Elam Oak Harbor Wealth Partners LLC | 100 | $11,349.92 | $18,529 | $7,179.08 | 63.25% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,066 | $322,097 | $371,549.44 | $49,452.44 | 15.35% |
William Jollie Quent Capital LLC | 570 | $102,901.31 | $105,552.59 | $2,651.28 | 2.58% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,763 | $647,928.99 | $701,837.09 | $53,908.1 | 8.32% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 51,428 | $9.53M | $9.25M | -$277,196.48 | -2.91% |
Marc H. Stone Tyler-Stone Wealth Management | 5,870 | $709,975.47 | $1.06M | $345,685.33 | 48.69% |
Missy Straw Nilsine Partners LLC | 18,600 | $1.89M | $3.35M | $1.46M | 77.26% |
| EM Erin Mccann Simplicity Wealth LLC | 18,193 | $3.13M | $3.37M | $243,317.19 | 7.78% |
Patrick O'Connell Security Financial Services Inc. | 4,628 | $489,770.48 | $832,299.52 | $342,529.04 | 69.94% |
Jaimie Palmer Beacon Capital Management LLC | 1,312 | $243,021.76 | $235,950.08 | -$7,071.68 | -2.91% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 4,696 | $520,556.13 | $844,528.64 | $323,972.51 | 62.24% |
| CMD Chris M. Denholm Objective Capital Management LLC | 11,005 | $1.36M | $1.98M | $614,764.52 | 45.06% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,646 | $304,889 | $296,016.64 | -$8,872.36 | -2.91% |
Scott Williams Investmark Advisory Group LLC | 1,241 | $200,800.93 | $229,758.74 | $28,957.81 | 14.42% |
Jim Clark Worth Asset Management LLC | 9,570 | $1.56M | $1.72M | $157,074.2 | 10.04% |
Amanda Hawley Atria Wealth Solutions Inc. | 45,181 | $5.26M | $8.13M | $2.86M | 54.42% |
| LV Leah Vaden Redwood Financial Network Corp. | 10,892 | $1.2M | $2.02M | $813,501.47 | 67.62% |
Stephen Kenney Gray Private Wealth LLC | 1,753 | $239,769.93 | $315,259.52 | $75,489.59 | 31.48% |