| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 476,750 | $16.98M | $19.79M | $2.81M | 16.52% |
| CE Curtis Ellergodt Rothschild Investment LLC | 1,114 | $42,365 | $46,225.43 | $3,860.43 | 9.11% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1.1M | $40.96M | $45.32M | $4.36M | 10.66% |
| JS Jeremy Szuch MSA Advisors LLC | 53,725 | $1.97M | $2.23M | $253,044.75 | 12.81% |
Austin Private Wealth Austin Private Wealth LLC | 87,009 | $2.99M | $3.6M | $609,707.52 | 20.41% |
| RR rosemary richard WCG Wealth Advisors LLC | 548,673 | $16.29M | $22.68M | $6.4M | 39.29% |
| YA Yinka Akinsola Blue Trust Inc. | 115,577 | $3.71M | $4.78M | $1.07M | 29% |
Jeff Ameen Spire Wealth Management | 1,650 | $54,681 | $68,425.5 | $13,744.5 | 25.14% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 30,977 | $1.14M | $1.28M | $145,746.78 | 12.8% |
Chris Williams Applied Capital LLC | 351,635 | $9.23M | $14.54M | $5.32M | 57.63% |
| DM Dipen Mehta Invst LLC | 279,566 | $9.67M | $11.58M | $1.91M | 19.7% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3.3M | $111.73M | $136.68M | $24.94M | 22.33% |
Bethany Wagner Level Financial Advisors | 435,560 | $13.32M | $18.06M | $4.74M | 35.59% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 81,277 | $3.06M | $3.37M | $306,122.81 | 9.99% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 14,791 | $435,688.67 | $612,421.35 | $176,732.68 | 40.56% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 63,355 | $2.59M | $2.63M | $36,020.84 | 1.39% |
Katie Smith Delos Wealth Advisors LLC | 10,018 | $368,261.68 | $414,795.29 | $46,533.61 | 12.64% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 349 | $11,792.71 | $14,453.83 | $2,661.12 | 22.57% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 48,233 | $1.48M | $1.99M | $514,377.88 | 34.79% |
Larry Herold Herold Advisors Inc. | 21,930 | $757,479.58 | $908,230.95 | $150,751.37 | 19.9% |