| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 23,694 | $1.48M | $2.04M | $552,228.64 | 37.24% |
| MC mike Chen Byrne Asset Management LLC | 48 | $3,246.24 | $4,122.72 | $876.48 | 27% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 8,273 | $396,439.91 | $710,567.97 | $314,128.06 | 79.24% |
| WJ William Jollie Quent Capital LLC | 3,182 | $176,340.77 | $272,792.86 | $96,452.09 | 54.7% |
Dalila Toledo Ascent Group LLC | 6,193 | $467,668.21 | $530,925.89 | $63,257.68 | 13.53% |
Joseph J. Costigan apricus wealth LLC | 2,877 | $137,591.31 | $247,105.53 | $109,514.22 | 79.59% |
Michael Byun SageView Advisory Group LLC | 2,325 | $155,877 | $199,322.25 | $43,445.25 | 27.87% |
Kristen Williams Athena Investment Management | 3,697 | $213,205.99 | $317,535.33 | $104,329.34 | 48.93% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 41,087 | $2.75M | $3.52M | $768,326.9 | 27.9% |
| BPN Brent P. Nicks Strategic Planning Inc. | 7,023 | $441,968.79 | $602,081.79 | $160,113 | 36.23% |
Daniel Ronan Catalyst Financial Partners LLC | 3,988 | $258,892.11 | $340,395.74 | $81,503.63 | 31.48% |
Amanda Hawley Atria Wealth Solutions Inc. | 27,066 | $1.55M | $2.29M | $743,285 | 47.94% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,098 | $64,394.07 | $94,428 | $30,033.93 | 46.64% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 1,542 | $88,341 | $131,617.41 | $43,276.41 | 48.99% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 729 | $39,629.22 | $63,583.38 | $23,954.16 | 60.45% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 14,572 | $931,411.98 | $1.23M | $303,565.02 | 32.59% |
CJ Harrison DecisionPoint Financial LLC | 5 | $376 | $425.3 | $49.3 | 13.11% |
| JG John Ginter Callan Family Office LLC | 39,718 | $2.73M | $3.38M | $646,999.9 | 23.7% |
Mark Mowrey Signature Resources Capital Management LLC | 103 | $7,676.47 | $8,983.66 | $1,307.19 | 17.03% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,671 | $268,735.49 | $311,704.61 | $42,969.12 | 15.99% |