| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 17,600 | $2.37M | $2.92M | $547,353.77 | 23.09% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,107 | $251,300.18 | $348,771.71 | $97,471.53 | 38.79% |
David Hunter Horizons Wealth Management | 874 | $73,869.16 | $144,673.22 | $70,804.06 | 95.85% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 22 | $2,834.04 | $3,642.21 | $808.17 | 28.52% |
Mariana Coli Dunhill Financial LLC | 2,601 | $365,292.1 | $430,608.55 | $65,316.45 | 17.88% |
Lukas Lindgren Abound Wealth Management | 1,094 | $100,661.97 | $180,849.14 | $80,187.17 | 79.66% |
| DP Drew Phillips Fortitude Family Office LLC | 247 | $31,854.69 | $40,885.91 | $9,031.22 | 28.35% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 9,129 | $1.33M | $1.51M | $188,577.27 | 14.23% |
| VL Victoria Latham Fiduciary Alliance LLC | 1,620 | $239,310.62 | $268,199.1 | $28,888.48 | 12.07% |
Brian Matter Creative Capital Management Investments LLC | 154 | $14,462.14 | $25,495.47 | $11,033.33 | 76.29% |
Belena Vincetti Fortis Capital Advisors LLC | 3,766 | $542,887.59 | $623,385.98 | $80,498.39 | 14.83% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,866 | $214,515 | $304,269.96 | $89,754.96 | 41.84% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 5,600 | $600,771.45 | $926,968 | $326,196.55 | 54.3% |
Kevin Gray Lodestar Private Asset Management LLC | 5,108 | $699,307.32 | $845,527.24 | $146,219.92 | 20.91% |
Amy Ardeel Icon Wealth Advisors LLC | 16,607 | $2.14M | $2.75M | $605,077.31 | 28.27% |
| TT Thaddeus Toal RCS Financial Planning LLC | 10,641 | $1.22M | $1.76M | $542,633.18 | 44.61% |
Crystal McKeon TSA Wealth Managment LLC | 7,052 | $739,895.73 | $1.17M | $425,835.13 | 57.55% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,577 | $257,788.52 | $425,797.71 | $168,009.19 | 65.17% |
| NB Nathan Blair Palo Alto Wealth Advisors LLC | 1,616 | $207,060.53 | $267,132.88 | $60,072.35 | 29.01% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 11,529 | $977,068.14 | $1.91M | $929,828.46 | 95.17% |