| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 11,668 | $428,104.74 | $564,439.5 | $136,334.76 | 31.85% |
Dalila Toledo Ascent Group LLC | 17,246 | $624,305.2 | $840,570.04 | $216,264.84 | 34.64% |
Michael Byun SageView Advisory Group LLC | 9,196 | $351,275.6 | $448,213.04 | $96,937.44 | 27.6% |
| DW Darren Woolson Asset Allocation Strategies LLC | 32,843 | $1.26M | $1.6M | $340,182.92 | 26.99% |
Brian Levy West Wealth Group LLC | 8,669 | $401,894.84 | $422,700.44 | $20,805.6 | 5.18% |
Mark Mowrey Signature Resources Capital Management LLC | 100 | $4,636 | $4,840 | $204 | 4.4% |
Mariana Coli Dunhill Financial LLC | 98 | $4,122.29 | $4,783.38 | $661.09 | 16.04% |
Lukas Lindgren Abound Wealth Management | 1,662 | $69,922.32 | $81,213.63 | $11,291.31 | 16.15% |
| DP Drew Phillips Fortitude Family Office LLC | 18,238 | $766,907.99 | $890,196.78 | $123,288.79 | 16.08% |
Brian Matter Creative Capital Management Investments LLC | 11 | $490.05 | $536.91 | $46.86 | 9.56% |
Kevin Gray Lodestar Private Asset Management LLC | 8,313 | $268,191.15 | $405,757.53 | $137,566.38 | 51.29% |
Jonathan Seed Seed Wealth Management Inc. | 30,292 | $946,928.57 | $1.48M | $531,623.95 | 56.14% |
Jeffrey Hanson Breakwater Capital Group | 190,984 | $7.14M | $9.32M | $2.18M | 30.58% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 76 | $3,212.18 | $3,709.56 | $497.38 | 15.48% |
Dana Anspach Sensible Money LLC | 14,870 | $464,846.01 | $725,804.7 | $260,958.69 | 56.14% |
| FFL Financial Freedom LLC Financial Freedom LLC | 2,072 | $66,226.03 | $101,134.32 | $34,908.29 | 52.71% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 25 | $1,159 | $1,218.37 | $59.37 | 5.12% |
Andrew Hass RF&L Wealth Management LLC | 106,308 | $3.39M | $5.19M | $1.8M | 53.12% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 7,832 | $251,470.37 | $382,632.36 | $131,161.99 | 52.16% |
| MY Michael Yoder Yoder Wealth Management Inc. | 9,350 | $309,518.72 | $456,607.25 | $147,088.53 | 47.52% |