| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 9,178 | $1.89M | $2.52M | $632,655.72 | 33.54% |
Kyle R. Spahn Spahn Wealth & Retirement LLC | 2,953 | $568,974.71 | $789,277.84 | $220,303.13 | 38.72% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 13,326 | $2.17M | $3.63M | $1.46M | 67.21% |
Rebecca Sierp WPWealth LLP | 7,245 | $1.04M | $1.99M | $946,707.74 | 90.89% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 13,759 | $1.79M | $3.74M | $1.95M | 109.24% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 22,116 | $4.85M | $6.01M | $1.16M | 23.81% |
Lukas Lindgren Abound Wealth Management | 13,261 | $2.28M | $3.6M | $1.32M | 57.75% |
Irene Chou Panoramic Capital LLC | 39,251 | $8.84M | $10.31M | $1.47M | 16.67% |
Drew Phillips Fortitude Family Office LLC | 8,030 | $1.55M | $2.18M | $627,004.87 | 40.35% |
Sherri Cooke Dakota Community Bank & Trust NA | 4,023 | $692,159.88 | $1.09M | $400,406.42 | 57.85% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 1,631 | $320,454.03 | $452,472.04 | $132,018.01 | 41.2% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 3,663 | $805,292.27 | $994,797.5 | $189,505.23 | 23.53% |
Matthew Zienty Cardinal Point Capital Management ULC | 38,097 | $8.18M | $10.35M | $2.17M | 26.46% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 199,523 | $23.84M | $54.19M | $30.35M | 127.32% |
G. Andrew Quinn AJ Advisors LLC | 3,408 | $329,618.39 | $925,544.61 | $595,926.22 | 180.79% |
Scott Crane Crane Advisory LLC | 5,572 | $1.09M | $1.51M | $426,313.74 | 39.22% |
Jill Grimes Centurion Wealth Management LLC | 15,834 | $2.32M | $4.3M | $1.98M | 85.52% |
Alex Nunnamaker Schechter Investment Advisors LLC | 87,733 | $12.64M | $23.83M | $11.19M | 88.55% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 4,896 | $1.06M | $1.33M | $270,749.8 | 25.57% |
| RR Roberto Roman MGO Private Wealth LLC | 909 | $216,651.06 | $242,957.52 | $26,306.46 | 12.14% |