| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,993 | $139,949.54 | $167,308.56 | $27,359.02 | 19.55% |
Ben Rothwell Keystone Financial Services | 3,847 | $290,256.15 | $322,686.36 | $32,430.21 | 11.17% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 24,815 | $1.65M | $2.09M | $441,279.76 | 26.8% |
| AB Andrew Blass Atlantic Private Wealth LLC | 44,188 | $2.73M | $3.71M | $985,232.42 | 36.13% |
| RCS Ryan Charles Stout Theory Financial LLC | 3,000 | $226,350 | $252,600 | $26,250 | 11.6% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,608 | $421,559.05 | $474,268.56 | $52,709.51 | 12.5% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,238 | $257,037.77 | $358,450.04 | $101,412.27 | 39.45% |
Candace Cavalier Congress Wealth Management LLC / DE / | 17,515 | $1.03M | $1.48M | $455,070.07 | 44.35% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 75,280 | $4.45M | $6.37M | $1.92M | 43.2% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 516 | $33,548.11 | $43,643.28 | $10,095.17 | 30.09% |
Amir Ali Monsefi Aire Advisors LLC | 2,692 | $203,882.8 | $227,689.36 | $23,806.56 | 11.68% |
Lisa Cooper Figure 8 Investment Strategies LLC | 16,910 | $1.27M | $1.43M | $164,653.55 | 13.01% |
Kathryn Brown Morton Brown Family Wealth LLC | 60 | $3,661.2 | $5,073 | $1,411.8 | 38.56% |
| RM Russell Mohberg Regatta Capital Group LLC | 57,193 | $4.09M | $4.79M | $694,204.44 | 16.96% |
Jeremy Baltz Raleigh Capital Management Inc. | 9 | $679.05 | $752.67 | $73.62 | 10.84% |
Dalila Toledo Ascent Group LLC | 5,545 | $414,185.82 | $462,350.42 | $48,164.6 | 11.63% |
Brian Levy West Wealth Group LLC | 3,007 | $191,183.36 | $250,728.17 | $59,544.81 | 31.15% |
Candice Gilman Sofi Wealth LLC | 33,590 | $2.45M | $2.8M | $354,614.1 | 14.5% |
Christopher Warner WARNER FINANCIAL Inc. | 20,031 | $1.44M | $1.67M | $230,954.42 | 16.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,757 | $178,157.34 | $230,609.26 | $52,451.92 | 29.44% |