| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 9,028 | $553,901.54 | $614,355.43 | $60,453.89 | 10.91% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,521 | $249,714.83 | $375,704.07 | $125,989.24 | 50.45% |
Angela Cox W Advisors LLC | 2,911 | $213,259.86 | $198,093.56 | -$15,166.3 | -7.11% |
| TD Teresa Douberly Ridgeline Wealth LLC | 4,030 | $182,266.28 | $274,241.51 | $91,975.23 | 50.46% |
| JG John Ginter Callan Family Office LLC | 176,831 | $8.78M | $12.35M | $3.57M | 40.64% |
Mark Mowrey Signature Resources Capital Management LLC | 112 | $4,800.3 | $7,621.6 | $2,821.3 | 58.77% |
Rachel Faulk Cape Investment Advisory Inc. | 650 | $47,619 | $44,232.5 | -$3,386.5 | -7.11% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 13,262 | $793,730.42 | $902,479.14 | $108,748.72 | 13.7% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 4,276 | $200,286.02 | $290,981.81 | $90,695.79 | 45.28% |
Jessica Thayer Unique Wealth LLC | 42,405 | $2.13M | $2.89M | $752,151.9 | 35.25% |
| QS Quentin Stoker Gallacher Capital Management LLC | 13,869 | $793,595.84 | $943,785.49 | $150,189.65 | 18.93% |
Joseph A. Feste KM Capital Management Ltd. | 7,599 | $404,286.56 | $542,340.63 | $138,054.07 | 34.15% |
Crystal McKeon TSA Wealth Managment LLC | 18,836 | $930,506.92 | $1.28M | $351,282.94 | 37.75% |
Jonathan Seed Seed Wealth Management Inc. | 5,500 | $225,720 | $374,275.02 | $148,555.02 | 65.81% |
Andy Peters Goldstein Advisors LLC | 30,922 | $1.82M | $2.1M | $280,611.91 | 15.39% |
| FFL Financial Freedom LLC Financial Freedom LLC | 4,714 | $231,590.08 | $320,787.71 | $89,197.63 | 38.52% |
Courtney Holt Compound Planning, Inc. | 12,914 | $672,431.82 | $878,797.74 | $206,365.92 | 30.69% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 19,473 | $1.04M | $1.33M | $284,424.73 | 27.33% |
Thomas Dobbins New Republic Capital, LLC | 30 | $1,226.91 | $2,161.2 | $934.29 | 76.15% |
Denise Reinert CGC Financial Services, LLC | 57 | $3,445 | $3,878.85 | $433.85 | 12.59% |