| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jordan Szekely Cherrydale Wealth Management LLC | 7,409 | $604,399.8 | $1.01M | $403,224.2 | 66.71% |
| JE John Ervin Ervin Investment Management LLC | 13,688 | $1.66M | $1.86M | $203,693.91 | 12.26% |
Katherine Saltonstall Sandy Cove Advisors LLC | 3,023 | $341,992.04 | $411,279.15 | $69,287.11 | 20.26% |
David Lutz LifeGuide Financial Advisors LLC | 161,663 | $14.21M | $22.03M | $7.82M | 55.05% |
Jennifer Carlson Gould Capital LLC | 1,089 | $144,009.37 | $147,766.41 | $3,757.04 | 2.61% |
Caroline Jankowski Operose Advisors LLC | 233 | $19,507.4 | $31,328.01 | $11,820.61 | 60.6% |
Ana-Maria Ignat Covestor Ltd | 1,579 | $143,315.64 | $215,596.66 | $72,281.02 | 50.43% |
John Gorlow Cardiff Park Advisors LLC | 2,026 | $178,653.08 | $273,672.08 | $95,019 | 53.19% |
| CC Cheung Chan Chemistry Wealth Management LLC | 10,827 | $1.28M | $1.47M | $188,552.2 | 14.7% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 24,636 | $2.03M | $3.37M | $1.33M | 65.72% |
Jay Richards Investment Advisory Group LLC | 2,105 | $249,356.6 | $285,585.35 | $36,228.75 | 14.53% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,315 | $485,097.37 | $714,867.5 | $229,770.13 | 47.37% |
Russell Mohberg Regatta Capital Group LLC | 163,717 | $14.85M | $22.22M | $7.37M | 49.65% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 2,136 | $225,341.69 | $289,214.38 | $63,872.69 | 28.34% |
| FCI Family CFO Inc Family CFO Inc | 9,678 | $770,302.89 | $1.32M | $548,324.61 | 71.18% |
| LWL Leo Wealth LLC Leo Wealth LLC | 692,530 | $78.41M | $93.37M | $14.96M | 19.08% |
William Jollie Quent Capital LLC | 2,522 | $222,035.95 | $344,353.88 | $122,317.93 | 55.09% |
Michael Byun SageView Advisory Group LLC | 100,084 | $10.06M | $13.48M | $3.42M | 34.01% |
Adam Grossman Mayport LLC | 19,942 | $1.7M | $2.72M | $1.02M | 59.88% |
Mark Astrinos Libra Wealth LLC | 53,482 | $3.67M | $7.29M | $3.61M | 98.45% |