| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steve Alexandrowski GEM Asset Management LLC | 13,907 | $1.2M | $1.74M | $546,266.74 | 45.67% |
| TT Thaddeus Toal RCS Financial Planning LLC | 7,262 | $618,587.77 | $909,783.36 | $291,195.59 | 47.07% |
Jonathan Seed Seed Wealth Management Inc. | 52,085 | $4.24M | $6.53M | $2.28M | 53.82% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 109,114 | $8.46M | $14.05M | $5.59M | 66.13% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 264,812 | $23.57M | $33.18M | $9.61M | 40.78% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 4,934 | $615,566 | $618,131.52 | $2,565.52 | 0.42% |
Bill Scoggins First Citizens Asset Management Inc. | 15,663 | $1.61M | $1.96M | $355,775.98 | 22.15% |
Jeffrey Hanson Breakwater Capital Group | 4,168 | $460,438.78 | $522,167.04 | $61,728.26 | 13.41% |
Salvatore Cocivera Cora Capital Advisors LLC | 3,303 | $244,620.2 | $413,799.84 | $169,179.64 | 69.16% |
Darren Tapley New England Capital Financial Advisors LLC | 233,551 | $21.02M | $29.26M | $8.24M | 39.22% |
Paul L. Moffat Arista Wealth Management LLC | 5,966 | $587,165.41 | $747,420.48 | $160,255.07 | 27.29% |
| THL Team Hewins LLC Team Hewins LLC | 411,350 | $32.99M | $51.53M | $18.55M | 56.23% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 54,610 | $6.03M | $6.84M | $808,774.15 | 13.41% |
David Stevens Stevens Capital Partners | 3,368 | $372,059.69 | $427,376.3 | $55,316.61 | 14.87% |
Dana Anspach Sensible Money LLC | 2,262 | $208,092.25 | $283,383.36 | $75,291.11 | 36.18% |
Scott Highmark Mosaic Family Wealth Partners LLC | 40,913 | $4.85M | $5.27M | $421,818.66 | 8.71% |
Kyle Moore Quarry Hill Advisors LLC | 445,593 | $38.06M | $55.82M | $17.76M | 46.66% |
| SL Sarah Ludden Clifford Group LLC | 42,687 | $5.33M | $5.5M | $169,467.51 | 3.18% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 5,013 | $397,004.82 | $628,028.64 | $231,023.82 | 58.19% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 42 | $4,283 | $5,329.51 | $1,046.51 | 24.43% |