| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 1,867 | $234,493 | $307,942.98 | $73,449.98 | 31.32% |
Daniel Bennett APS Management Group Inc. | 4,557 | $664,159.11 | $750,697.39 | $86,538.28 | 13.03% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,755 | $180,556.71 | $289,469.7 | $108,912.99 | 60.32% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 2,196 | $297,119.22 | $362,208.24 | $65,089.02 | 21.91% |
Brian Levy West Wealth Group LLC | 9,468 | $848,960.44 | $1.56M | $712,691.48 | 83.95% |
Mark Astrinos Libra Wealth LLC | 3,544 | $479,503 | $584,547.36 | $105,044.36 | 21.91% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,639 | $566,484.11 | $766,873.09 | $200,388.98 | 35.37% |
Candice Gilman Sofi Wealth LLC | 23,132 | $3.18M | $3.82M | $635,498.01 | 19.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,633 | $1.19M | $1.93M | $734,183.8 | 61.61% |
Angela Cox W Advisors LLC | 8,042 | $674,723.8 | $1.33M | $654,618.8 | 97.02% |
Kevin Zemann WealthPlan Investment Management LLC | 25,775 | $3.4M | $4.26M | $858,959.73 | 25.25% |
| VC Vito Collacuro Sutton Place Investors LLC | 5,494 | $573,008.95 | $908,158.2 | $335,149.25 | 58.49% |
| TD Teresa Douberly Ridgeline Wealth LLC | 18,213 | $2.35M | $3.01M | $664,446.05 | 28.32% |
Adam Schwallier Schwallier Wealth Management LLC | 1,725 | $233,573.3 | $285,142.5 | $51,569.2 | 22.08% |
| JG John Ginter Callan Family Office LLC | 1,968 | $239,963.75 | $325,713.84 | $85,750.09 | 35.73% |
| JA Janelle Anderson Grand Wealth Management LLC | 99 | $12,491.82 | $16,387.47 | $3,895.65 | 31.19% |
Brook Hart Presilium Private Wealth LLC | 6,996 | $677,320.28 | $1.16M | $480,727.6 | 70.97% |
Linda M. Dagilus Greenfield Savings Bank | 1,400 | $229,138 | $231,742 | $2,604 | 1.14% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 2,793 | $225,151.41 | $462,325.29 | $237,173.88 | 105.34% |
Mark Mowrey Signature Resources Capital Management LLC | 123 | $12,905.12 | $20,085.9 | $7,180.78 | 55.64% |