| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FIL FWG Investments LLC FWG Investments LLC | 7,131 | $629,207.54 | $689,924.25 | $60,716.71 | 9.65% |
Lukas Lindgren Abound Wealth Management | 263 | $23,317.68 | $25,445.25 | $2,127.57 | 9.12% |
Drew Phillips Fortitude Family Office LLC | 119 | $9,468.54 | $11,513.25 | $2,044.71 | 21.59% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 8,574 | $664,036.67 | $829,534.5 | $165,497.83 | 24.92% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,487 | $306,346.12 | $337,367.25 | $31,021.13 | 10.13% |
Jessica Thayer Unique Wealth LLC | 57,776 | $3.79M | $5.59M | $1.8M | 47.41% |
| QS Quentin Stoker Gallacher Capital Management LLC | 6,023 | $469,039.97 | $582,725.25 | $113,685.28 | 24.24% |
Kevin Gray Lodestar Private Asset Management LLC | 22,031 | $1.69M | $2.13M | $443,943.15 | 26.31% |
Salvatore Cocivera Cora Capital Advisors LLC | 2,625 | $192,960.92 | $253,968.75 | $61,007.83 | 31.62% |
Walter J. West Milestone Asset Management LLC | 3,854 | $301,202.82 | $372,874.5 | $71,671.68 | 23.8% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,174 | $75,969.49 | $113,584.5 | $37,615.01 | 49.51% |
Alexandra Stickelman Root Financial Partners, LLC | 5,588 | $446,875.58 | $540,639 | $93,763.42 | 20.98% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 12,377 | $953,524.17 | $1.23M | $273,407.84 | 28.67% |
Able Financial Group LLC ABLE Financial Group, LLC | 11,846 | $964,974.63 | $1.15M | $181,125.87 | 18.77% |
Courtney Holt Compound Planning, Inc. | 3,158 | $264,633.18 | $305,536.5 | $40,903.32 | 15.46% |
Nemes Rush Group LLC Nemes Rush Group LLC | 108 | $7,238.77 | $10,771.92 | $3,533.15 | 48.81% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,300 | $202,711.02 | $222,525 | $19,813.98 | 9.77% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,289 | $291,836.59 | $318,210.75 | $26,374.16 | 9.04% |
Thomas Dobbins New Republic Capital, LLC | 4,321 | $361,510.48 | $428,297.52 | $66,787.04 | 18.47% |
Andrew Parsons Corrigan Financial, Inc. | 16,475 | $1.14M | $1.59M | $457,947.55 | 40.31% |