| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJ William Jollie Quent Capital LLC | 109,765 | $3.56M | $5.66M | $2.1M | 59.01% |
Michael Byun SageView Advisory Group LLC | 23,464 | $853,055.84 | $1.21M | $357,569.24 | 41.92% |
| JP James Peterson Nearwater Capital Markets Ltd. | 200,000 | $9.09M | $10.29M | $1.19M | 13.11% |
Brian Levy West Wealth Group LLC | 5,234 | $205,615.88 | $270,048.23 | $64,432.35 | 31.34% |
Candice Gilman Sofi Wealth LLC | 47,363 | $1.95M | $2.44M | $495,365.57 | 25.43% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,181 | $240,969.01 | $371,257.7 | $130,288.69 | 54.07% |
Angela Cox W Advisors LLC | 5,639 | $167,088.65 | $291,649.08 | $124,560.43 | 74.55% |
Brook Hart Presilium Private Wealth LLC | 10,398 | $321,137.7 | $537,940.53 | $216,802.83 | 67.51% |
Mark Mowrey Signature Resources Capital Management LLC | 61 | $1,967.59 | $3,105.2 | $1,137.61 | 57.82% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 8,222 | $301,027.12 | $431,737.22 | $130,710.1 | 43.42% |
Mariana Coli Dunhill Financial LLC | 769 | $33,906.96 | $39,757.3 | $5,850.34 | 17.25% |
Lukas Lindgren Abound Wealth Management | 100 | $4,415.42 | $5,228 | $812.58 | 18.4% |
Daniel Guy Ethos Financial Group LLC | 4,569 | $207,752 | $236,217.3 | $28,465.3 | 13.7% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 8,029 | $351,902.22 | $421,602.79 | $69,700.57 | 19.81% |
Christopher Casanega Sharper & Granite LLC | 6,846 | $218,922.93 | $359,483.46 | $140,560.53 | 64.21% |
Jeffrey D. Munjack JDM Financial Group LLC | 241 | $10,958.27 | $12,457.29 | $1,499.02 | 13.68% |
Kevin Gray Lodestar Private Asset Management LLC | 4,729 | $208,882.94 | $244,442.01 | $35,559.07 | 17.02% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 842 | $38,286 | $43,396.68 | $5,110.68 | 13.35% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,063 | $654,021.8 | $777,250.8 | $123,229 | 18.84% |
Jill Batley Gateway Wealth Partners LLC | 19,013 | $856,655.06 | $981,070.8 | $124,415.74 | 14.52% |