| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 114,539 | $3.3M | $4.96M | $1.66M | 50.19% |
Angela Cox W Advisors LLC | 24,852 | $799,782.27 | $1.04M | $244,995.81 | 30.63% |
Vito Collacuro Sutton Place Investors LLC | 30,009 | $980,656.98 | $1.27M | $286,022.91 | 29.17% |
CJ Harrison DecisionPoint Financial LLC | 60 | $3,163.2 | $2,599.8 | -$563.4 | -17.81% |
| JG John Ginter Callan Family Office LLC | 11,456 | $603,960 | $488,999.36 | -$114,960.64 | -19.03% |
Mark Mowrey Signature Resources Capital Management LLC | 89 | $4,692 | $3,672.14 | -$1,019.86 | -21.74% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 171,060 | $5.74M | $7.19M | $1.45M | 25.21% |
Rachel Faulk Cape Investment Advisory Inc. | 10,807 | $388,062.85 | $468,267.31 | $80,204.46 | 20.67% |
| FIL FWG Investments LLC FWG Investments LLC | 20,994 | $680,605.01 | $909,460.08 | $228,855.07 | 33.63% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 18,880 | $637,372.72 | $795,603.2 | $158,230.48 | 24.83% |
Matthew Zienty Cardinal Point Capital Management ULC | 29,739 | $979,894 | $1.24M | $263,642.28 | 26.91% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 96,172 | $3.29M | $3.97M | $681,956.71 | 20.75% |
Jill Grimes Centurion Wealth Management LLC | 71,351 | $2.42M | $2.98M | $564,162.6 | 23.32% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 57,758 | $1.9M | $2.5M | $607,133.38 | 32.03% |
Jessica Thayer Unique Wealth LLC | 490,100 | $16.66M | $20.22M | $3.56M | 21.34% |
| QS Quentin Stoker Gallacher Capital Management LLC | 4,712 | $248,423 | $197,468.61 | -$50,954.39 | -20.51% |
| BP Brett Pohl Kingdom Financial Group LLC | 4,417 | $146,556.51 | $182,775.46 | $36,218.95 | 24.71% |
Stephen Smith Kestra Investment Management LLC | 10,881 | $573,624 | $451,071.85 | -$122,552.15 | -21.36% |
Scott Register Register Financial Advisors LLC | 46 | $2,425 | $1,917.74 | -$507.26 | -20.92% |
Amy Ardeel Icon Wealth Advisors LLC | 592,488 | $19.7M | $24.7M | $4.99M | 25.34% |