| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 33,214 | $2.11M | $3.28M | $1.17M | 55.58% |
Belena Vincetti Fortis Capital Advisors LLC | 3,539 | $317,979 | $349,741.67 | $31,762.67 | 9.99% |
Jeffrey D. Munjack JDM Financial Group LLC | 531 | $42,271.75 | $52,539.79 | $10,268.04 | 24.29% |
Adam Laibson Mainsail Financial Group LLC | 63,814 | $3.41M | $6.55M | $3.14M | 91.83% |
Marc White Clarendon Private LLC | 3,078 | $276,540 | $318,665.34 | $42,125.34 | 15.23% |
Sheryl Stephens Stephens Consulting LLC | 540 | $29,227.15 | $53,044.2 | $23,817.05 | 81.49% |
| BP Brett Pohl Kingdom Financial Group LLC | 4,396 | $346,262.27 | $433,797.28 | $87,535.01 | 25.28% |
Stephen Smith Kestra Investment Management LLC | 3,718 | $334,063 | $365,219.14 | $31,156.14 | 9.33% |
Scott Register Register Financial Advisors LLC | 1,213 | $65,341.74 | $119,710.97 | $54,369.23 | 83.21% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 80,833 | $5.5M | $8.13M | $2.64M | 47.98% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 4,920 | $442,062 | $497,264.4 | $55,202.4 | 12.49% |
Bepin Serraj Richard W. Paul & Associates LLC | 14,615 | $874,850.3 | $1.44M | $569,576.46 | 65.11% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 8,627 | $447,493.71 | $848,637.99 | $401,144.28 | 89.64% |
Darren Tapley New England Capital Financial Advisors LLC | 391 | $15,427.25 | $38,568.24 | $23,140.99 | 150% |
David Bach River Street Advisors LLC | 12,819 | $668,532.82 | $1.3M | $627,083.51 | 93.8% |
Moises Valladares Insigneo Advisory Services LLC | 61,198 | $5.13M | $6.02M | $897,355.5 | 17.51% |
Robert B. LaRue Owen LaRue LLC | 3,113 | $279,701 | $313,183.36 | $33,482.36 | 11.97% |
Ashley Buboltz Moran Wealth Management LLC | 51,258 | $3.53M | $5.04M | $1.5M | 42.57% |
Steven Trigili Garden State Investment Advisory Services LLC | 15,409 | $884,113.72 | $1.52M | $639,836.38 | 72.37% |
Jeffrey Rosenthal Viawealth LLC | 3,185 | $286,170 | $320,920.6 | $34,750.6 | 12.14% |