| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,176 | $396,222.8 | $413,562.4 | $17,339.6 | 4.38% |
Jeremy Baltz Raleigh Capital Management Inc. | 9,718 | $616,898.64 | $770,248.68 | $153,350.04 | 24.86% |
Michelle McCarthy Vantage Financial Partners LLC | 2,924 | $208,802.84 | $233,583.74 | $24,780.9 | 11.87% |
William Jollie Quent Capital LLC | 179,380 | $8.86M | $14.2M | $5.34M | 60.3% |
Dalila Toledo Ascent Group LLC | 276,887 | $17.68M | $21.97M | $4.29M | 24.29% |
| EM Erin Mccann Simplicity Wealth LLC | 125,349 | $8.12M | $9.9M | $1.78M | 21.88% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 28,029 | $1.71M | $2.21M | $501,694.06 | 29.3% |
Patrick O'Connell Security Financial Services Inc. | 7,715 | $489,748.2 | $617,122.85 | $127,374.65 | 26.01% |
Nicole Goff Retirement Solution LLC | 2,747 | $210,282.85 | $217,260.23 | $6,977.38 | 3.32% |
Kristofer Gray Integrity Financial Corp. /WA | 322 | $21,841.26 | $25,607.05 | $3,765.79 | 17.24% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 8,539 | $511,575.1 | $677,569.65 | $165,994.55 | 32.45% |
Kristen Williams Athena Investment Management | 3,663 | $272,344.05 | $292,893.48 | $20,549.43 | 7.55% |
Brian Levy West Wealth Group LLC | 69,548 | $4.65M | $5.55M | $904,169.59 | 19.46% |
Candice Gilman Sofi Wealth LLC | 1.01M | $61.9M | $79.72M | $17.81M | 28.78% |
Michael Topley Lansing Street Advisors | 92,229 | $5.74M | $7.37M | $1.62M | 28.24% |
Timothy Gerlach Novem Group | 6,473 | $392,385.22 | $513,308.9 | $120,923.68 | 30.82% |
Timothy Low Forte Asset Management LLC | 38,279 | $2.93M | $3.03M | $97,420.05 | 3.32% |
Christopher Warner WARNER FINANCIAL Inc. | 48,045 | $2.52M | $3.84M | $1.32M | 52.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 365,189 | $20.75M | $28.91M | $8.17M | 39.36% |
Lincoln Bach Delap Wealth Advisory LLC | 7,177 | $389,695.62 | $569,494.95 | $179,799.33 | 46.14% |