| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SJC Samuel J. Conte II Massachusetts Wealth Management | 19,800 | $1.99M | $3.2M | $1.21M | 60.55% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,319 | $434,684.55 | $693,091.52 | $258,406.97 | 59.45% |
Kevin Kroskey True Wealth Design LLC | 2,027 | $231,862.38 | $328,678.05 | $96,815.67 | 41.76% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 2,031 | $196,142.79 | $331,235.79 | $135,093 | 68.87% |
Benjamin Cannon Tillman Hartley LLC | 1,575 | $209,919.26 | $253,433.25 | $43,513.99 | 20.73% |
Nicholas Brown Granite Harbor Advisors Inc. | 6,637 | $637,531.49 | $1.09M | $449,808.22 | 70.55% |
Beth Zilka Baron Wealth Management LLC | 4,333 | $513,975.66 | $698,111.29 | $184,135.63 | 35.83% |
Lison Couture iA Global Asset Management Inc. | 3,962 | $441,216.4 | $635,742.52 | $194,526.12 | 44.09% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 1,451 | $207,727 | $233,777.86 | $26,050.86 | 12.54% |
Andrew Brady Brady Family Wealth LLC | 6,468 | $620,985.97 | $1.05M | $425,536.43 | 68.53% |
Gregg Zeoli Empire Financial Management Company LLC | 13,972 | $1.33M | $2.28M | $952,631.73 | 71.82% |
Dana Isaacs ClearAlpha Technologies LP | 6,341 | $830,797.65 | $1.02M | $187,662.13 | 22.59% |
| PIL PFG Investments LLC PFG Investments LLC | 25,894 | $3.01M | $4.17M | $1.16M | 38.54% |
| JC Jared Calvert Buck Wealth Strategies LLC | 260 | $37,149 | $41,776.8 | $4,627.8 | 12.46% |
Jacob Going Alpine Bank Wealth Management | 3,137 | $347,034.52 | $506,531.39 | $159,496.87 | 45.96% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 17,528 | $2.05M | $2.81M | $761,013.73 | 37.08% |
| CWL Channel Wealth LLC Channel Wealth LLC | 3,183 | $309,835.52 | $519,815.73 | $209,980.21 | 67.77% |
Scott Boyce Decker Retirement Planning Inc. | 257 | $33,672.1 | $41,220.23 | $7,548.13 | 22.42% |
| DD Damir Durkovic Entropy Technologies, LP | 9,943 | $1.42M | $1.59M | $169,727.46 | 11.92% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 585 | $84,230.58 | $94,793.4 | $10,562.82 | 12.54% |