| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kellie Borror Daner Wealth Management LLC | 1,801 | $229,258.9 | $313,770.22 | $84,511.32 | 36.86% |
Loni Adams Daymark Wealth Partners LLC | 6,913 | $901,280.67 | $1.2M | $295,567.02 | 32.79% |
Jessica Thayer Unique Wealth LLC | 2,959 | $373,662.19 | $519,615.19 | $145,953 | 39.06% |
Brian Matter Creative Capital Management Investments LLC | 18 | $2,575.8 | $3,137.04 | $561.24 | 21.79% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,194 | $102,293.55 | $207,988.83 | $105,695.28 | 103.33% |
Lucas Mosher SP Asset Management LLC | 2,097 | $203,131.72 | $369,051.03 | $165,919.31 | 81.68% |
Stephen Smith Kestra Investment Management LLC | 5,242 | $700,121.8 | $902,934.5 | $202,812.7 | 28.97% |
Sue Oleari Trifecta Capital Advisors LLC | 1 | $144 | $172.15 | $28.15 | 19.55% |
Amy Ardeel Icon Wealth Advisors LLC | 2,010 | $261,815.8 | $347,679.75 | $85,863.95 | 32.8% |
John J. Edwards Breed's Hi LLCapital LLC | 8,440 | $1.15M | $1.48M | $338,474.31 | 29.55% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 5,480 | $720,853.48 | $962,836 | $241,982.52 | 33.57% |
Moises Valladares Insigneo Advisory Services LLC | 3,608 | $462,540.1 | $625,771.52 | $163,231.42 | 35.29% |
Brendan G. Moody Watershed Private Wealth LLC | 2,824 | $404,114 | $492,124.36 | $88,010.36 | 21.78% |
Kun Gao Sherbrooke Park Advisers LLC | 1,599 | $194,150.6 | $280,896.33 | $86,745.73 | 44.68% |
Vickie Chrisman LMG Wealth Partners LLC | 22,457 | $2.7M | $3.93M | $1.23M | 45.79% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 270 | $34,717.7 | $46,788.3 | $12,070.6 | 34.77% |
Paul B. Ordonio Park Place Capital Corp. | 995 | $126,469.66 | $171,901.17 | $45,431.51 | 35.92% |
Roland Vetter West Tower Group LLC | 4,000 | $565,085 | $700,480 | $135,395 | 23.96% |
Kevin Kroskey True Wealth Design LLC | 2,837 | $361,582 | $494,432.36 | $132,850.36 | 36.74% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 106,095 | $15.61M | $18.27M | $2.66M | 17.02% |