| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 1,639 | $481,163.35 | $577,190.24 | $96,026.89 | 19.96% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 177 | $57,849 | $62,397.81 | $4,548.81 | 7.86% |
Jonathan Seed Seed Wealth Management Inc. | 785 | $178,469.97 | $276,445.6 | $97,975.63 | 54.9% |
Andy Peters Goldstein Advisors LLC | 1,179 | $302,187 | $415,184.84 | $112,997.84 | 37.39% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,373 | $428,540.49 | $483,515.68 | $54,975.19 | 12.83% |
Jeffrey Hanson Breakwater Capital Group | 1,156 | $274,086.43 | $407,096.96 | $133,010.53 | 48.53% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,860 | $632,086.4 | $1.01M | $375,062.57 | 59.34% |
Jesse Ellington Dover Advisors LLC | 759 | $229,901.41 | $268,944.06 | $39,042.65 | 16.98% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 4,771 | $1.38M | $1.69M | $308,302.14 | 22.3% |
| MV Moises Valladares Insigneo Advisory Services LLC | 4,216 | $1.12M | $1.49M | $366,646.04 | 32.75% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 618 | $201,417 | $217,634.88 | $16,217.88 | 8.05% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 749 | $234,582.45 | $263,767.84 | $29,185.39 | 12.44% |
| LK Lenny Kisin Applied Capital LLC/FL | 4,609 | $1.06M | $1.62M | $567,523.76 | 53.76% |
Jeffrey Rosenthal Viawealth LLC | 2,893 | $647,331.55 | $1.02M | $371,467.33 | 57.38% |
| SL Sarah Ludden Clifford Group LLC | 725 | $227,419.23 | $255,316 | $27,896.77 | 12.27% |
Andrew Lewis Genesis Private Wealth LLC | 889 | $247,213.14 | $313,070.24 | $65,857.1 | 26.64% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 18,914 | $5.91M | $6.66M | $753,683.64 | 12.76% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 1,224 | $270,014 | $431,043.84 | $161,029.84 | 59.64% |
| DS David Smith Linden Thomas Advisory Services LLC | 1,257 | $355,280.35 | $442,665.12 | $87,384.77 | 24.6% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 12,298 | $3.86M | $4.33M | $471,003.79 | 12.2% |