| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 1.3M | $35.06M | $48.93M | $13.87M | 39.56% |
Michael Herman Apollon Financial, LLC | 55,321 | $1.69M | $2.09M | $407,063.7 | 24.15% |
Jay David Franklin Clarity Capital Advisors, LLC | 9,491 | $265,862.71 | $356,861.6 | $90,998.89 | 34.23% |
Jennifer Milam Mustard Seed Financial, LLC | 18,312 | $470,384.04 | $688,531.2 | $218,147.16 | 46.38% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,626 | $263,531.98 | $287,957.76 | $24,425.78 | 9.27% |
Alan Gilmore Private Wealth Management Group, LLC | 577,510 | $14.91M | $21.73M | $6.82M | 45.76% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 30,860 | $960,058.42 | $1.17M | $214,010.28 | 22.29% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 146,130 | $4.16M | $5.5M | $1.33M | 32.04% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2.57M | $65.64M | $96.73M | $31.1M | 47.37% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 8,054 | $247,119.89 | $303,072.02 | $55,952.13 | 22.64% |
Simone Vannoy Vannoy Advisory Group, Inc. | 623,428 | $16.03M | $23.51M | $7.48M | 46.64% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 68,852 | $1.85M | $2.58M | $735,007.51 | 39.74% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,893 | $396,818.91 | $448,306.63 | $51,487.72 | 12.98% |
Brian Distler Lakeridge Wealth Management LLC | 6,549 | $167,634.66 | $249,156.7 | $81,522.04 | 48.63% |
Patrick Gaul Oceanside Advisors LLC | 29,329 | $811,083.88 | $1.1M | $289,193.55 | 35.66% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 170,798 | $5.65M | $6.43M | $787,046.34 | 13.94% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 9,947 | $257,098.83 | $373,062.23 | $115,963.4 | 45.1% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 1.07M | $29.27M | $40.43M | $11.16M | 38.14% |
Ashley Meredith Abel Hall, LLC | 366,371 | $9.77M | $13.75M | $3.97M | 40.65% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 6,321 | $224,585 | $240,324.42 | $15,739.42 | 7.01% |