| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NCG Noah C Goldberg Jain Global LLC | 3.48M | $192.07M | $220.16M | $28.08M | 14.62% |
Beth Steinhaus Breakwater Investment Management | 3,394 | $141,311.58 | $214,806.26 | $73,494.68 | 52.01% |
Jay Kasting Landing Point Financial Group, LLC | 93,888 | $4.41M | $5.94M | $1.54M | 34.87% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 129,932 | $5.44M | $8.22M | $2.78M | 51.05% |
Brandt Sakakeeny Rockingstone Advisors LLC | 13,880 | $653,513.2 | $878,465.2 | $224,952 | 34.42% |
Argentarii LLC Argentarii, LLC | 4,000 | $218,840 | $253,160 | $34,320 | 15.68% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 363,092 | $20.61M | $22.98M | $2.37M | 11.49% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 49,549 | $2.5M | $3.14M | $631,179.82 | 25.2% |
Andrew Bowers BridgePort Financial Solutions, LLC | 3,530 | $200,481 | $223,413.7 | $22,932.7 | 11.44% |
Carmen McClennon WR Wealth Planners, LLC | 1,278 | $52,499.95 | $80,884.62 | $28,384.67 | 54.07% |
Nathan Edwards IMG Wealth Management, Inc. | 169 | $8,101.87 | $10,696.01 | $2,594.14 | 32.02% |
David A Rozenson Fairscale Capital, LLC | 590 | $26,131 | $37,341.1 | $11,210.1 | 42.9% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 8,301 | $368,128.32 | $525,370.29 | $157,241.97 | 42.71% |
Chad Warrick Summit Wealth Partners, LLC | 7,611 | $432,202 | $481,700.19 | $49,498.19 | 11.45% |
Greg Reidy Granite FO LLC | 138 | $6,329 | $8,734.02 | $2,405.02 | 38% |
David Maddux Brightwater Advisory LLC | 3,617 | $205,409 | $228,919.93 | $23,510.93 | 11.45% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 110 | $4,600.26 | $6,961.9 | $2,361.64 | 51.34% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 5,340 | $257,598 | $337,968.6 | $80,370.6 | 31.2% |
| EM Eric Myers Carrera Capital Advisors | 4,831 | $259,374.78 | $305,753.99 | $46,379.21 | 17.88% |
Teresa Coleman Creekside Partners | 4,204 | $202,801 | $266,071.16 | $63,270.16 | 31.2% |