| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kellie Borror Daner Wealth Management LLC | 1,801 | $229,258.9 | $331,492.06 | $102,233.16 | 44.59% |
Loni Adams Daymark Wealth Partners LLC | 6,913 | $901,280.67 | $1.05M | $146,177.09 | 16.22% |
Jessica Thayer Unique Wealth LLC | 2,959 | $373,662.19 | $448,347.68 | $74,685.49 | 19.99% |
Brian Matter Creative Capital Management Investments LLC | 18 | $2,575.8 | $2,727.36 | $151.56 | 5.88% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,194 | $102,293.55 | $214,072.26 | $111,778.71 | 109.27% |
Lucas Mosher SP Asset Management LLC | 2,097 | $203,131.72 | $317,737.44 | $114,605.72 | 56.42% |
Stephen Smith Kestra Investment Management LLC | 5,242 | $700,121.8 | $799,352.58 | $99,230.78 | 14.17% |
Amy Ardeel Icon Wealth Advisors LLC | 2,010 | $261,815.8 | $306,504.9 | $44,689.1 | 17.07% |
John J. Edwards Breed's Hi LLCapital LLC | 8,440 | $1.15M | $1.28M | $133,382.31 | 11.64% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 5,480 | $720,853.48 | $830,329.6 | $109,476.12 | 15.19% |
Moises Valladares Insigneo Advisory Services LLC | 3,608 | $462,540.1 | $664,088.47 | $201,548.37 | 43.57% |
Brendan G. Moody Watershed Private Wealth LLC | 2,824 | $404,114 | $427,892.48 | $23,778.48 | 5.88% |
Kun Gao Sherbrooke Park Advisers LLC | 1,599 | $194,150.6 | $242,280.48 | $48,129.88 | 24.79% |
Vickie Chrisman LMG Wealth Partners LLC | 22,457 | $2.7M | $4.04M | $1.35M | 50.03% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 270 | $34,717.7 | $40,910.4 | $6,192.7 | 17.84% |
Paul B. Ordonio Park Place Capital Corp. | 995 | $126,469.66 | $183,139.7 | $56,670.04 | 44.81% |
Roland Vetter West Tower Group LLC | 2,500 | $324,110 | $378,800 | $54,690 | 16.87% |
Kevin Kroskey True Wealth Design LLC | 2,755 | $347,328.26 | $417,437.6 | $70,109.34 | 20.19% |
Jill Batley Gateway Wealth Partners LLC | 1,820 | $229,826 | $275,766.4 | $45,940.4 | 19.99% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 106,095 | $15.61M | $19.53M | $3.91M | 25.07% |