| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Matthews Kfg Wealth Management LLC | 947,794 | $32.57M | $38.96M | $6.4M | 19.65% |
Jim Clark Worth Asset Management LLC | 36,508 | $1.31M | $1.5M | $188,016.2 | 14.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 172,540 | $5.58M | $7.09M | $1.51M | 27.03% |
Rachel Faulk Cape Investment Advisory Inc. | 219 | $8,887 | $9,003.09 | $116.09 | 1.31% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 14,404 | $531,199.08 | $592,148.44 | $60,949.36 | 11.47% |
Vyoma Patel Strata Wealth Advisors LLC | 202,799 | $7.39M | $8.34M | $945,662.39 | 12.79% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 22,635 | $823,035.1 | $930,524.85 | $107,489.75 | 13.06% |
Brian Matter Creative Capital Management Investments LLC | 711 | $24,465.51 | $29,229.21 | $4,763.7 | 19.47% |
Jeffrey Hanson Breakwater Capital Group | 11,987 | $331,935.56 | $492,785.57 | $160,850.01 | 48.46% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,874 | $55,222.55 | $77,040.14 | $21,817.59 | 39.51% |
Andrew Lewis Genesis Private Wealth LLC | 54,857 | $2.05M | $2.26M | $203,964.73 | 9.94% |
Amber Anderson Aspen Wealth Strategies LLC | 196,721 | $6.29M | $8.32M | $2.03M | 32.32% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 15,475 | $565,013.14 | $636,177.25 | $71,164.11 | 12.6% |
Lars Phillips RAM Investment Partners, LLC | 5,977 | $206,075.78 | $245,714.47 | $39,638.69 | 19.24% |
John Hayes LongView Wealth Management | 62,366 | $1.98M | $2.56M | $586,532.86 | 29.66% |
John M Roach Waterway Wealth Management, LLC | 229,205 | $8.28M | $9.42M | $1.14M | 13.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 64,261 | $2.33M | $2.64M | $307,559.24 | 13.18% |
MICHAEL DE LUZ Williams & Novak, LLC | 8,021 | $278,856.34 | $329,743.31 | $50,886.97 | 18.25% |
James Rankin Modern Wealth Management, LLC | 8,191 | $245,592.33 | $351,885.36 | $106,293.03 | 43.28% |
Benj Foor Frazier Financial Advisors, LLC | 7 | $257 | $295.96 | $38.96 | 15.16% |