| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Peterson Nearwater Capital Markets Ltd. | 431,900 | $59.76M | $68.77M | $9.01M | 15.08% |
Daniel Ronan Catalyst Financial Partners LLC | 82,074 | $11.77M | $13.03M | $1.26M | 10.73% |
Jeffrey Gilbert Balboa Wealth Partners | 4,796 | $657,852.33 | $761,365 | $103,512.67 | 15.73% |
Edward Lowndes Angeles Wealth Management LLC | 13,311 | $2.09M | $2.11M | $23,693.58 | 1.13% |
Tom Deck Bricktown Capital LLC | 123,868 | $14.79M | $19.66M | $4.88M | 32.98% |
| DAL Drake & Associates LLC Drake & Associates LLC | 276,605 | $30.08M | $44.02M | $13.94M | 46.34% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,443 | $153,507.95 | $229,076.25 | $75,568.3 | 49.23% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 18,153 | $1.61M | $2.88M | $1.28M | 79.43% |
| JG John Ginter Callan Family Office LLC | 32,232 | $4.54M | $5.12M | $574,325.12 | 12.64% |
Rodrigo Diaz Plan Group Financial LLC | 102,342 | $10.85M | $16.45M | $5.59M | 51.53% |
Amna Ali Khan GDS Wealth Management | 4,962 | $525,679.02 | $797,343.78 | $271,664.76 | 51.68% |
Junaid Subhan Sagard Holdings Management Inc. | 250 | $32,150 | $39,791.25 | $7,641.25 | 23.77% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,313 | $428,553.31 | $525,938.75 | $97,385.44 | 22.72% |
Rachel Faulk Cape Investment Advisory Inc. | 290 | $45,521 | $46,176.7 | $655.7 | 1.44% |
Mariana Coli Dunhill Financial LLC | 72 | $9,264.2 | $11,464.56 | $2,200.36 | 23.75% |
Lukas Lindgren Abound Wealth Management | 6,490 | $895,740.04 | $1.03M | $137,662.66 | 15.37% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,936 | $282,318.53 | $467,499.28 | $185,180.75 | 65.59% |
Loni Adams Daymark Wealth Partners LLC | 1,985 | $223,114 | $315,416.5 | $92,302.5 | 41.37% |
Jessica Thayer Unique Wealth LLC | 78,139 | $9.57M | $12.56M | $2.99M | 31.26% |
Erik Brenner Hilltop Partners LLC | 56,256 | $8.83M | $8.93M | $100,177 | 1.13% |