| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 16,170 | $439,066.52 | $483,887.25 | $44,820.73 | 10.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,969 | $48,798.14 | $58,341.47 | $9,543.33 | 19.56% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,127 | $245,781 | $273,125.47 | $27,344.47 | 11.13% |
Menachem Striks Morton Capital Management LLC/CA | 13,689 | $369,593.1 | $409,437.99 | $39,844.89 | 10.78% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 26,258 | $582,480.22 | $785,770.65 | $203,290.43 | 34.9% |
Ashley Meredith Abel Hall, LLC | 10,560 | $274,666 | $315,955.2 | $41,289.2 | 15.03% |
Michael Bailey MGB Wealth Management, LLC | 8,350 | $201,572.42 | $249,832 | $48,259.58 | 23.94% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,000 | $24,125 | $29,690 | $5,565 | 23.07% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 11,585 | $279,776.23 | $346,159.8 | $66,383.57 | 23.73% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 100 | $2,693 | $2,990 | $297 | 11.03% |
Bradley Wilson Crews Bank & Trust | 419 | $10,119 | $12,544.86 | $2,425.86 | 23.97% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 100,571 | $2.47M | $2.99M | $523,795.24 | 21.23% |
| KGL Kilter Group LLC Kilter Group LLC | 1,600 | $43,088 | $47,472 | $4,384 | 10.17% |
Nicole Reese WPG Advisers LLC | 846 | $20,439.06 | $25,079.67 | $4,640.61 | 22.7% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,685 | $39,660.63 | $49,892.85 | $10,232.22 | 25.8% |
William F. Blake PMG Family Office LLC | 18,884 | $512,316.42 | $565,386.96 | $53,070.54 | 10.36% |