| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 43,276 | $7.73M | $10.55M | $2.83M | 36.57% |
John J. Edwards Breed's Hi LLCapital LLC | 10,309 | $1.67M | $2.59M | $918,487.44 | 55.05% |
Steve Alexandrowski GEM Asset Management LLC | 4,497 | $728,185.4 | $1.13M | $400,291.78 | 54.97% |
Joshua A. Kennon Kennon-Green & Company LLC | 1,351 | $218,760.97 | $329,373.8 | $110,612.83 | 50.56% |
| DW Donald Windle Windle Wealth LLC | 43,844 | $7.4M | $11M | $3.6M | 48.62% |
Jonathan Seed Seed Wealth Management Inc. | 892 | $224,463 | $223,838.48 | -$624.52 | -0.28% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,335 | $309,151.76 | $335,004.9 | $25,853.14 | 8.36% |
Ashley Goggins Hidden Cove Wealth Management LLC | 2,600 | $575,049.13 | $652,444 | $77,394.87 | 13.46% |
Dean Pelos Commonwealth Retirement Investments LLC | 54,071 | $8.95M | $13.57M | $4.62M | 51.69% |
Matthew Keyes Heritage Wealth Partners LLC | 1,287 | $177,163.72 | $322,959.78 | $145,796.06 | 82.29% |
Andy Peters Goldstein Advisors LLC | 3,951 | $699,229.99 | $991,463.94 | $292,233.95 | 41.79% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 4,427 | $715,813.04 | $1.11M | $395,098.34 | 55.2% |
Robin Sherwood HTG Investment Advisors Inc. | 979 | $226,607.04 | $238,680.2 | $12,073.16 | 5.33% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 812 | $176,601.88 | $203,763.28 | $27,161.4 | 15.38% |
Bepin Serraj Richard W. Paul & Associates LLC | 7,599 | $1.28M | $1.87M | $586,548 | 45.75% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 14,062 | $2.3M | $3.53M | $1.23M | 53.73% |
Jeffrey Hanson Breakwater Capital Group | 5,987 | $1.04M | $1.5M | $463,887.21 | 44.67% |
Kyle Kelley Family Capital Management Inc. | 3,529 | $725,574.69 | $885,567.26 | $159,992.57 | 22.05% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 732 | $119,625.33 | $183,688.08 | $64,062.75 | 53.55% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,881 | $330,224.26 | $472,018.14 | $141,793.88 | 42.94% |