| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Molinar Atlas Legacy Advisors LLC | 8,717 | $648,002.72 | $937,339.01 | $289,336.29 | 44.65% |
Heather LeVar Roxbury Financial LLC | 170 | $10,066 | $18,310.7 | $8,244.7 | 81.91% |
| TM Thomas Morgan Corps Capital Advisors LLC | 8,178 | $630,024.05 | $897,576.39 | $267,552.34 | 42.47% |
Crux Wealth Advisors Crux Wealth Advisors | 2,290 | $268,991 | $248,442.1 | -$20,548.9 | -7.64% |
| AIP Alexis Investment Partners LLC Alexis Investment Partners LLC | 8,469 | $603,109.34 | $908,215.56 | $305,106.22 | 50.59% |
| CW Chung Wu Chung Wu Investment Group LLC | 931 | $64,593 | $100,487.48 | $35,894.48 | 55.57% |
| KAL KDT Advisors LLC KDT Advisors LLC | 9,004 | $586,929.02 | $988,549.16 | $401,620.14 | 68.43% |
| BM Berkeley Meredith Hughes Financial Services LLC | 3,188 | $231,865.19 | $350,201.8 | $118,336.61 | 51.04% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 9,343 | $556,012.13 | $1.01M | $452,564.72 | 81.39% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 3,130 | $185,296 | $337,288.8 | $151,992.8 | 82.03% |
Drum Hill Capital LLC Drum Hill Capital LLC | 3,106 | $215,494.5 | $338,647.18 | $123,152.68 | 57.15% |
Warburton Capital Management LLC Warburton Capital Management LLC | 5,490 | $340,958.79 | $602,747.1 | $261,788.31 | 76.78% |
| MS Michael Schupak Astra Wealth Partners LLC | 2,289 | $268,913 | $250,462.38 | -$18,450.62 | -6.86% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 7,298 | $450,858.41 | $800,991.99 | $350,133.58 | 77.66% |
| TW Travis Weitz Unified Investment Management | 12,012 | $718,357.84 | $1.3M | $580,379.6 | 80.79% |
HMV Wealth Advisors LLC HMV Wealth Advisors LLC | 12,175 | $728,758.5 | $1.33M | $600,386.25 | 82.38% |
| PAM PCG Asset Management LLC PCG Asset Management LLC | 9,334 | $552,572.95 | $1.02M | $464,273.01 | 84.02% |
| JA Jonathan Ameen Impact Capital Partners LLC | 8,471 | $543,866.15 | $914,317.38 | $370,451.23 | 68.11% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 27,283 | $1.62M | $2.96M | $1.35M | 83.29% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,432 | $108,579.93 | $157,305.2 | $48,725.27 | 44.88% |