| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 21,276 | $1.14M | $1.45M | $314,710.18 | 27.61% |
| NZ Nabeed Zaman Eagle Strategies LLC | 53,947 | $3.15M | $3.69M | $533,421.86 | 16.92% |
Albert Luong Canoe Financia LLP | 20,800 | $1.43M | $1.42M | -$5,616 | -0.39% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 3,730 | $185,526.9 | $255,150.65 | $69,623.75 | 37.53% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 49,665 | $2.37M | $3.36M | $989,056.83 | 41.76% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 175 | $10,457.41 | $11,877.25 | $1,419.84 | 13.58% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 35,084 | $1.72M | $2.38M | $663,055.91 | 38.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,011 | $393,715.15 | $476,397.45 | $82,682.3 | 21% |
CJ Harrison DecisionPoint Financial LLC | 237 | $9,957 | $16,112.44 | $6,155.44 | 61.82% |
Mariana Coli Dunhill Financial LLC | 1,960 | $121,696 | $133,182 | $11,486 | 9.44% |
Daniel Guy Ethos Financial Group LLC | 9,283 | $597,727.7 | $630,779.85 | $33,052.15 | 5.53% |
| SP Scott Paschal Financial Partners Group LLC | 5,308 | $282,598 | $361,448.26 | $78,850.26 | 27.9% |
| SJL Sheila J. Lindsay Bensler LLC | 3,619 | $233,027.62 | $247,014.84 | $13,987.22 | 6% |
Alexandra Stickelman Root Financial Partners, LLC | 233 | $14,602.58 | $15,867.3 | $1,264.72 | 8.66% |
Courtney Holt Compound Planning, Inc. | 16,985 | $1.06M | $1.16M | $96,716.26 | 9.12% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,668 | $791,209.12 | $861,994.06 | $70,784.94 | 8.95% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 28,320 | $1.69M | $1.93M | $236,403.89 | 13.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,242 | $77,152.1 | $84,108.24 | $6,956.14 | 9.02% |
Jae Cho Marex Group plc | 14,541 | $909,516.06 | $989,878.57 | $80,362.51 | 8.84% |
NICOLE MARTIN Arlington Trust Co LLC | 5,129 | $245,217.18 | $349,156.67 | $103,939.49 | 42.39% |