| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 9,873 | $477,800.1 | $556,787.83 | $78,987.73 | 16.53% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 5,520 | $241,914.12 | $311,769.6 | $69,855.48 | 28.88% |
Sam Sweitzer Anson Capital Inc. | 60,266 | $2.56M | $3.4M | $838,454.13 | 32.73% |
Lonny Elfenbein West Michigan Advisors LLC | 6,508 | $256,813.36 | $366,660.72 | $109,847.36 | 42.77% |
Nathan Geraci ETF Store Inc. | 6,819 | $297,047.7 | $385,103.02 | $88,055.32 | 29.64% |
Brian Clay Clay Northam Wealth Management LLC | 68,720 | $3.14M | $3.88M | $743,498.94 | 23.69% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 5,654 | $246,288.24 | $311,648.48 | $65,360.24 | 26.54% |
David T. Morgan High Net Worth Advisory Group LLC | 4,300 | $217,623 | $242,219 | $24,596 | 11.3% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 9,998 | $448,780.06 | $564,587.06 | $115,807 | 25.8% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 46,199 | $2.05M | $2.6M | $551,444.27 | 26.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 163,339 | $7.71M | $9.24M | $1.53M | 19.83% |
Lori Fernicola Castle Wealth Management LLC | 5,009 | $240,186.45 | $285,437.86 | $45,251.41 | 18.84% |
Rodrigo Diaz Plan Group Financial LLC | 19,862 | $916,983.12 | $1.12M | $201,644.72 | 21.99% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 6,147 | $258,955.91 | $346,506.39 | $87,550.48 | 33.81% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 29,401 | $1.16M | $1.65M | $485,571.55 | 41.72% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,654 | $235,518 | $261,182.48 | $25,664.48 | 10.9% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 36,627 | $1.37M | $2.06M | $681,885.55 | 49.63% |
Bert D. Barre Colonial Trust Co. / SC | 1,000 | $49,160 | $56,410 | $7,250 | 14.75% |
Daniel Guy Ethos Financial Group LLC | 5,323 | $211,935 | $298,567.07 | $86,632.07 | 40.88% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 69,036 | $3.49M | $3.91M | $418,358.12 | 11.97% |