| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VL Victoria Latham Fiduciary Alliance LLC | 37,922 | $1.54M | $1.76M | $223,166.93 | 14.48% |
Loni Adams Daymark Wealth Partners LLC | 308,594 | $10.25M | $14.35M | $4.1M | 39.99% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 16,402 | $622,367.91 | $762,775.01 | $140,407.1 | 22.56% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 7,237 | $324,745.01 | $336,556.68 | $11,811.67 | 3.64% |
| SS Stephen Smith Kestra Investment Management LLC | 3.81M | $143.81M | $177.27M | $33.46M | 23.26% |
Bree Pate Olisti Co. Wealth LLC | 161,380 | $5.44M | $7.44M | $2.01M | 36.94% |
| SC Salvatore Cocivera Cora Capital Advisors LLC | 55,369 | $2.35M | $2.57M | $216,534.38 | 9.21% |
Darren Tapley New England Capital Financial Advisors LLC | 1.39M | $28.75M | $64.64M | $35.89M | 124.83% |
| HS Helen Semus Semus Wealth Partners LLC | 8,388 | $373,011 | $389,035.44 | $16,024.44 | 4.3% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 38,969 | $1.55M | $1.81M | $260,460.76 | 16.84% |
| NH Nathaniel Holden Core Wealth Partners LLC | 9,376 | $398,285.49 | $425,107.84 | $26,822.35 | 6.73% |
| RBL Robert B. LaRue Owen LaRue LLC | 36,875 | $1.5M | $1.71M | $208,865.26 | 13.9% |
Andrew Lewis Genesis Private Wealth LLC | 227,813 | $8.59M | $10.51M | $1.91M | 22.29% |
David Gutierrez Gutierrez Wealth Advisory LLC | 325,704 | $12.09M | $15.12M | $3.02M | 25.01% |
Jeffrey Steele Silverlake Wealth Management LLC | 27,520 | $735,016.66 | $1.28M | $540,672.94 | 73.56% |
Jill Batley Gateway Wealth Partners LLC | 248,913 | $10.07M | $11.54M | $1.47M | 14.63% |
Ann Reilley Alpha Financial Advisors LLC | 436,542 | $16.14M | $20.24M | $4.1M | 25.41% |
| IL Ian Laterreur Ergawealth Advisors Inc. | 766,282 | $19.93M | $35.51M | $15.58M | 78.19% |
| PIL PFG Investments LLC PFG Investments LLC | 13,010 | $572,403.64 | $601,192.1 | $28,788.46 | 5.03% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 167,199 | $7.29M | $7.75M | $461,629.4 | 6.34% |