| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samira Kadam Synergy Investment Management LLC | 181 | $21,210 | $25,189.77 | $3,979.77 | 18.76% |
| RZ Rich Zeitz Bravias Capital Group LLC | 114,823 | $12.62M | $15.97M | $3.35M | 26.57% |
| BR Brian Runkles Frederick Financial Consultants LLC | 1,684 | $188,473.24 | $234,446.48 | $45,973.24 | 24.39% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 19,538 | $2.63M | $2.69M | $55,097.52 | 2.09% |
Rossby Financial LLC Rossby Financial LLC | 361 | $35,934.23 | $50,262.03 | $14,327.8 | 39.87% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 137 | $16,891 | $18,878.6 | $1,987.6 | 11.77% |
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 1,703 | $229,380 | $236,972.45 | $7,592.45 | 3.31% |
Erik Bonnett Tripletail Wealth Management LLC | 8,279 | $978,578.18 | $1.15M | $167,235.42 | 17.09% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 6,471 | $780,790.66 | $900,957.33 | $120,166.67 | 15.39% |
Sarah Byrd Alpha Advisors LLC/VA | 59,586 | $6.72M | $8.27M | $1.56M | 23.2% |