| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob B. Rue Shore Point Advisors LLC | 178,947 | $7.88M | $8.91M | $1.03M | 13.04% |
Jason Whitby Stone Summit Wealth LLC | 4,369 | $141,302.18 | $217,423.28 | $76,121.1 | 53.87% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 158 | $6,027.7 | $7,859.71 | $1,832.01 | 30.39% |
Billy DeFrance Lauterbach Financial Advisors LLC | 8,225 | $299,536.55 | $405,533.62 | $105,997.07 | 35.39% |
Randy D. Kurtz Upper Left Wealth Management LLC | 11,511 | $422,234.51 | $572,844.91 | $150,610.4 | 35.67% |
Paul Elam Oak Harbor Wealth Partners LLC | 31 | $1,505.36 | $1,542.71 | $37.35 | 2.48% |
Dalila Toledo Ascent Group LLC | 17,246 | $624,305.2 | $851,176.33 | $226,871.13 | 36.34% |
Michael Byun SageView Advisory Group LLC | 9,090 | $347,533.63 | $449,364.15 | $101,830.52 | 29.3% |
| DW Darren Woolson Asset Allocation Strategies LLC | 33,574 | $1.3M | $1.67M | $378,253.08 | 29.18% |
Brian Levy West Wealth Group LLC | 8,706 | $403,692.83 | $433,036.44 | $29,343.61 | 7.27% |
Mark Mowrey Signature Resources Capital Management LLC | 83 | $3,847.88 | $4,104.35 | $256.47 | 6.67% |
Mariana Coli Dunhill Financial LLC | 98 | $4,122.29 | $4,845.12 | $722.83 | 17.53% |
Lukas Lindgren Abound Wealth Management | 1,510 | $63,530.7 | $74,571.35 | $11,040.65 | 17.38% |
Drew Phillips Fortitude Family Office LLC | 17,464 | $734,361.28 | $863,420.16 | $129,058.88 | 17.57% |
Kevin Gray Lodestar Private Asset Management LLC | 8,302 | $267,847.31 | $412,982.99 | $145,135.68 | 54.19% |
Jonathan Seed Seed Wealth Management Inc. | 29,947 | $936,143.87 | $1.48M | $544,435.81 | 58.16% |
Jeffrey Hanson Breakwater Capital Group | 196,307 | $7.4M | $9.72M | $2.31M | 31.23% |
Dana Anspach Sensible Money LLC | 11,096 | $346,868.28 | $548,586.24 | $201,717.96 | 58.15% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 25 | $1,159 | $1,236.5 | $77.5 | 6.69% |
Andrew Hass RF&L Wealth Management LLC | 105,517 | $3.36M | $5.19M | $1.82M | 54.21% |