| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 329,461 | $8.65M | $14.45M | $5.8M | 67.11% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 11,582 | $328,554.62 | $512,503.5 | $183,948.88 | 55.99% |
Simone Vannoy Vannoy Advisory Group, Inc. | 77,900 | $2.01M | $3.3M | $1.28M | 63.77% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 9,781 | $340,515.93 | $432,809.25 | $92,293.32 | 27.1% |
Patrick Gaul Oceanside Advisors LLC | 33,285 | $877,828.86 | $1.41M | $531,458.04 | 60.54% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 15,274 | $551,320.25 | $670,070.38 | $118,750.13 | 21.54% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 871,449 | $25.3M | $36.9M | $11.6M | 45.87% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 12,289 | $321,394.15 | $520,316.26 | $198,922.11 | 61.89% |
Ashley Meredith Abel Hall, LLC | 143,555 | $3.88M | $6.08M | $2.2M | 56.68% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 140,272 | $5.02M | $5.94M | $918,781.71 | 18.3% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 56,942 | $2.25M | $2.41M | $165,120.64 | 7.35% |
Ian Jameson American Capital Advisory, LLC | 1,654 | $65,234 | $70,030.36 | $4,796.36 | 7.35% |
Joel W. Lake Capstone Wealth Management, LLC | 25,199 | $803,252.07 | $1.07M | $263,673.59 | 32.83% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 709 | $27,963 | $30,019.06 | $2,056.06 | 7.35% |
Janice M. Powell Diversify Advisory Services, LLC | 14,509 | $605,170 | $636,509.83 | $31,339.83 | 5.18% |
Taylor Faw Strathmore Capital Advisors, Inc. | 7,239 | $295,358.59 | $317,574.93 | $22,216.34 | 7.52% |
Greyson Gibson JDH Wealth Management, LLC | 116,833 | $3.16M | $4.95M | $1.79M | 56.5% |
| HAS Hayley A. Snell LRI Investments, LLC | 414,353 | $11.55M | $17.54M | $5.99M | 51.87% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 13,711 | $544,758.33 | $580,523.74 | $35,765.41 | 6.57% |
Daniel Andersen Parkshore Wealth Management, Inc. | 17,690 | $516,535.64 | $776,060.3 | $259,524.66 | 50.24% |