| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MO Michael O'Connor Capasso Planning Partners LLC | 2,411 | $302,682.68 | $377,598.76 | $74,916.08 | 24.75% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 3,000 | $317,340 | $468,855 | $151,515 | 47.75% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,089 | $509,768.19 | $639,049.36 | $129,281.17 | 25.36% |
| WJ William Jollie Quent Capital LLC | 181 | $25,024.69 | $28,305.68 | $3,280.99 | 13.11% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 2,218 | $297,038.87 | $347,372.07 | $50,333.2 | 16.94% |
Michael Byun SageView Advisory Group LLC | 1,349 | $177,091.94 | $210,963.36 | $33,871.42 | 19.13% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 1,761 | $210,536.6 | $275,217.88 | $64,681.28 | 30.72% |
| JP James Peterson Nearwater Capital Markets Ltd. | 641,700 | $88.79M | $100.29M | $11.5M | 12.95% |
Daniel Ronan Catalyst Financial Partners LLC | 66,551 | $9.33M | $10.43M | $1.1M | 11.79% |
Jeffrey Gilbert Balboa Wealth Partners | 2,553 | $305,768.62 | $400,131.69 | $94,363.07 | 30.86% |
| TD Tom Deck Bricktown Capital LLC | 162,068 | $19.35M | $25.43M | $6.08M | 31.43% |
| DAL Drake & Associates LLC Drake & Associates LLC | 256,265 | $26.89M | $40.16M | $13.27M | 49.37% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,443 | $153,507.95 | $223,744.36 | $70,236.41 | 45.75% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 18,566 | $1.64M | $2.91M | $1.27M | 77.41% |
| JG John Ginter Callan Family Office LLC | 32,196 | $4.54M | $5.05M | $510,510.44 | 11.25% |
| RD Rodrigo Diaz Plan Group Financial LLC | 97,449 | $10.08M | $15.29M | $5.2M | 51.61% |
Amna Ali Khan GDS Wealth Management | 4,962 | $525,679.02 | $778,488.18 | $252,809.16 | 48.09% |
Junaid Subhan Sagard Holdings Management Inc. | 250 | $32,150 | $39,222.5 | $7,072.5 | 22% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,234 | $416,152.68 | $507,543.96 | $91,391.28 | 21.96% |
Mariana Coli Dunhill Financial LLC | 92 | $11,837.59 | $14,432.04 | $2,594.45 | 21.92% |