| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 16,706 | $970,479.9 | $1.29M | $318,220.94 | 32.79% |
Nicholas Holmes Objectivity Squared, LLC | 256,088 | $14.89M | $19.75M | $4.87M | 32.68% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 123,600 | $8.81M | $9.53M | $727,080.61 | 8.26% |
Michael Herman Apollon Financial, LLC | 7,683 | $455,194.52 | $592,666.62 | $137,472.1 | 30.2% |
Jonathan Chatfield LM Advisors LLC | 329 | $20,194.26 | $25,379.06 | $5,184.8 | 25.67% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 94,679 | $6.06M | $7.3M | $1.24M | 20.44% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 820 | $49,328.66 | $63,254.8 | $13,926.14 | 28.23% |
Alana Parm MORTON COMMUNITY BANK | 292,409 | $16.27M | $22.56M | $6.28M | 38.62% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,282 | $87,305 | $98,893.48 | $11,588.48 | 13.27% |
Brandon Hobson Silver Coast Investments LLC | 449,662 | $24.67M | $34.69M | $10.01M | 40.59% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 23 | $1,470.53 | $1,774.22 | $303.69 | 20.65% |
D. Garet Strange Hobbs Group Advisors, LLC | 11,346 | $718,503.11 | $875,230.44 | $156,727.33 | 21.81% |
Kyle Jones Pineridge Advisors LLC | 1,100 | $65,868 | $84,854 | $18,986 | 28.82% |
Michael Koch Counterweight Ventures, LLC | 36,280 | $2.08M | $2.8M | $716,773.45 | 34.43% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 7,230 | $443,487.96 | $557,722.2 | $114,234.24 | 25.76% |
Sean Rooney Prospect Financial Services LLC | 7,593 | $524,560.32 | $585,724.02 | $61,163.7 | 11.66% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,633 | $452,218.42 | $511,669.62 | $59,451.2 | 13.15% |
Nicholas Jeffries M3 Advisory Group, LLC | 3,631 | $210,666.37 | $280,095.34 | $69,428.97 | 32.96% |
Michael Bailey MGB Wealth Management, LLC | 4,822 | $309,801.23 | $371,969.08 | $62,167.85 | 20.07% |
David Quinn Pine Harbor Wealth Management, LLC | 22,225 | $1.25M | $1.71M | $460,999.13 | 36.78% |