| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 5,027 | $231,458.96 | $340,001.14 | $108,542.18 | 46.89% |
Jim Clark Worth Asset Management LLC | 12,983 | $840,876.34 | $913,224.22 | $72,347.88 | 8.6% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,521 | $249,714.83 | $378,409.34 | $128,694.51 | 51.54% |
Angela Cox W Advisors LLC | 2,911 | $213,259.86 | $197,860.67 | -$15,399.19 | -7.22% |
| TD Teresa Douberly Ridgeline Wealth LLC | 4,030 | $182,266.28 | $273,495.95 | $91,229.67 | 50.05% |
| JG John Ginter Callan Family Office LLC | 176,831 | $8.78M | $12.09M | $3.31M | 37.65% |
Mark Mowrey Signature Resources Capital Management LLC | 112 | $4,800.3 | $7,547.12 | $2,746.82 | 57.22% |
Rachel Faulk Cape Investment Advisory Inc. | 650 | $47,619 | $44,551 | -$3,068 | -6.44% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 13,262 | $793,730.42 | $904,534.71 | $110,804.29 | 13.96% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,696 | $173,153.61 | $253,323.84 | $80,170.23 | 46.3% |
Jessica Thayer Unique Wealth LLC | 40,582 | $2.05M | $2.73M | $686,389.51 | 33.51% |
| QS Quentin Stoker Gallacher Capital Management LLC | 13,869 | $793,595.84 | $939,069.99 | $145,474.15 | 18.33% |
Joseph A. Feste KM Capital Management Ltd. | 7,599 | $404,286.56 | $519,712.33 | $115,425.77 | 28.55% |
Crystal McKeon TSA Wealth Managment LLC | 18,856 | $931,972.12 | $1.29M | $360,418.12 | 38.67% |
Jonathan Seed Seed Wealth Management Inc. | 5,500 | $225,720 | $375,925 | $150,205 | 66.54% |
Andy Peters Goldstein Advisors LLC | 32,490 | $1.94M | $2.23M | $291,059.58 | 15.04% |
| FFL Financial Freedom LLC Financial Freedom LLC | 4,714 | $231,590.08 | $322,673.3 | $91,083.22 | 39.33% |
| JC Jared Calvert Buck Wealth Strategies LLC | 299 | $21,905 | $20,415.72 | -$1,489.28 | -6.8% |
Courtney Holt Compound Planning, Inc. | 8,363 | $435,461.31 | $571,025.64 | $135,564.33 | 31.13% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 19,473 | $1.04M | $1.33M | $289,098.19 | 27.78% |