| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 267,616 | $5.15M | $6.87M | $1.72M | 33.32% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,798 | $173,156.51 | $200,174.66 | $27,018.15 | 15.6% |
Candace Cavalier Congress Wealth Management LLC / DE / | 93,103 | $1.84M | $2.39M | $555,751.74 | 30.28% |
| CB Catherine Bluvol Next Level Private LLC | 46,181 | $804,687.83 | $1.19M | $384,472.92 | 47.78% |
Alexandra Stickelman Root Financial Partners, LLC | 1,750 | $40,898 | $44,275 | $3,377 | 8.26% |
Courtney Holt Compound Planning, Inc. | 38,376 | $766,586.38 | $970,912.8 | $204,326.42 | 26.65% |
Kristy DeJarnette Financial Security Advisor, Inc. | 23,943 | $487,848.01 | $605,039.61 | $117,191.6 | 24.02% |
Owen McCabe Tyche Wealth Partners LLC | 22,494 | $429,541.35 | $568,198.44 | $138,657.09 | 32.28% |
Cody Gehman Stonebridge Financial Group, LLC | 17,255 | $347,580.39 | $435,602.47 | $88,022.08 | 25.32% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 137 | $3,187.13 | $3,457.88 | $270.75 | 8.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,594 | $87,119.95 | $115,952.56 | $28,832.61 | 33.1% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,000 | $190,000 | $252,250 | $62,250 | 32.76% |
| TAL TPG Advisors LLC TPG Advisors LLC | 62,001 | $1.27M | $1.56M | $287,587.24 | 22.59% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 18,848 | $380,117.72 | $474,404.16 | $94,286.44 | 24.8% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 210,536 | $3.98M | $5.28M | $1.3M | 32.52% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 131 | $3,047.14 | $3,390.28 | $343.14 | 11.26% |
George Hall II One8Zero8 LLC | 63,853 | $1.29M | $1.57M | $279,758.78 | 21.72% |
| AFL AGP Franklin LLC AGP Franklin LLC | 12,618 | $254,489.83 | $309,898.08 | $55,408.25 | 21.77% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 35,109 | $760,151.12 | $863,681.4 | $103,530.28 | 13.62% |
William F. Blake PMG Family Office LLC | 51,907 | $1.19M | $1.33M | $146,654.7 | 12.36% |