| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Crider Walker Asset Management LLC | 4,081 | $303,854.93 | $411,323.99 | $107,469.06 | 35.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 44,216 | $2.48M | $4.58M | $2.1M | 84.58% |
Jeffrey Gilbert Balboa Wealth Partners | 7,872 | $501,132.87 | $773,266.56 | $272,133.69 | 54.3% |
James M. Perkins Quantum Private Wealth LLC | 5,581 | $288,836.8 | $563,178.71 | $274,341.91 | 94.98% |
Kevin Zemann WealthPlan Investment Management LLC | 14,652 | $1M | $1.52M | $516,399.29 | 51.61% |
Michael Stulic Astoria Portfolio Advisors LLC | 12,034 | $945,286.87 | $1.19M | $242,408.76 | 25.64% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 542 | $32,791.56 | $55,579.39 | $22,787.83 | 69.49% |
| JG John Ginter Callan Family Office LLC | 23,041 | $978,751.26 | $2.36M | $1.38M | 141.13% |
Brook Hart Presilium Private Wealth LLC | 7,375 | $662,644 | $757,228.12 | $94,584.12 | 14.27% |
Rodrigo Diaz Plan Group Financial LLC | 4,257 | $294,350.22 | $418,973.94 | $124,623.72 | 42.34% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 13,922 | $1.01M | $1.38M | $366,906.23 | 36.32% |
Mariana Coli Dunhill Financial LLC | 118,022 | $7.22M | $12.22M | $4.99M | 69.14% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 15,338 | $921,835.67 | $1.53M | $611,350.81 | 66.32% |
Lukas Lindgren Abound Wealth Management | 109 | $4,397.3 | $11,271.69 | $6,874.39 | 156.33% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 14,101 | $1.15M | $1.39M | $244,022.63 | 21.23% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 40,625 | $3.01M | $4.17M | $1.16M | 38.39% |
Bert D. Barre Colonial Trust Co. / SC | 66 | $4,715.7 | $6,773.58 | $2,057.88 | 43.64% |
Daniel Guy Ethos Financial Group LLC | 34,597 | $2.48M | $3.4M | $911,781.69 | 36.71% |
Victoria Latham Fiduciary Alliance LLC | 60,487 | $5.78M | $5.94M | $158,549.69 | 2.74% |
| RDL Rodrigo De La Garza Summa Corp. | 2,500 | $229,575 | $255,825 | $26,250 | 11.43% |