| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RZ Rich Zeitz Bravias Capital Group LLC | 114,823 | $12.62M | $15.46M | $2.84M | 22.49% |
| BR Brian Runkles Frederick Financial Consultants LLC | 1,684 | $188,473.24 | $235,945.24 | $47,472 | 25.19% |
| RFL Rossby Financial LLC Rossby Financial LLC | 381 | $37,925.04 | $51,282.6 | $13,357.56 | 35.22% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 137 | $16,891 | $19,108.76 | $2,217.76 | 13.13% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 1,703 | $229,380 | $229,223.82 | -$156.18 | -0.07% |
Erik Bonnett Tripletail Wealth Management LLC | 8,279 | $978,578.18 | $1.16M | $181,392.51 | 18.54% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 6,471 | $780,790.66 | $870,996.66 | $90,206 | 11.55% |
Sarah Byrd Alpha Advisors LLC/VA | 59,586 | $6.72M | $8.31M | $1.59M | 23.74% |