| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Thomas Morgan Corps Capital Advisors LLC | 2,270 | $697,166.45 | $773,389 | $76,222.55 | 10.93% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 5 | $1,541 | $1,817.95 | $276.95 | 17.97% |
| PIF Partners in Financial Planning Partners in Financial Planning | 2,746 | $272,430.14 | $934,656.02 | $662,225.88 | 243.08% |
| CW Chung Wu Chung Wu Investment Group LLC | 3,825 | $697,318.37 | $1.32M | $620,623.63 | 89% |
| RZ Rich Zeitz Bravias Capital Group LLC | 598 | $223,315 | $212,313.92 | -$11,001.08 | -4.93% |
| DP Debra Pladsen Fortress Financial Group LLC | 1,165 | $195,803.24 | $396,531.05 | $200,727.81 | 102.52% |
| BM Berkeley Meredith Hughes Financial Services LLC | 962 | $208,101.64 | $331,466.72 | $123,365.08 | 59.28% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 1,468 | $400,483.81 | $505,814.08 | $105,330.27 | 26.3% |
| JA Joshua Angell Poinciana Advisors Group LLC | 2,117 | $361,946.47 | $769,720.03 | $407,773.56 | 112.66% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 1,001 | $166,957 | $342,151.81 | $175,194.81 | 104.93% |
Drum Hill Capital LLC Drum Hill Capital LLC | 1,718 | $286,546 | $584,755.66 | $298,209.66 | 104.07% |
| CAJ Carl Amos Johnson Grove Street Fiduciary LLC | 2,686 | $477,256.47 | $916,436.34 | $439,179.87 | 92.02% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 1,201 | $369,582.84 | $413,816.56 | $44,233.72 | 11.97% |
| CL Chris Lein Partners Wealth Management LLC | 981 | $163,590.58 | $334,815.29 | $171,224.71 | 104.67% |
| JA Jonathan Ameen Impact Capital Partners LLC | 2,942 | $562,592.65 | $1.01M | $451,102.87 | 80.18% |
| TGL Tommy Glynn Lewis First Financial Group Corp | 1,326 | $231,180.48 | $453,346.15 | $222,165.67 | 96.1% |
Promus Capital LLC Promus Capital LLC | 105 | $17,614.31 | $36,186.15 | $18,571.84 | 105.44% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,981 | $515,544.94 | $676,115.28 | $160,570.34 | 31.15% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 2,591 | $456,642.07 | $908,482.33 | $451,840.26 | 98.95% |
| DN Daniel Newman Noble Wealth Management PBC | 6 | $2,242 | $2,047.8 | -$194.2 | -8.66% |