| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 18,906 | $3.37M | $7.02M | $3.66M | 108.53% |
| JB Jodi Burnett Invictus Private Wealth LLC | 1,666 | $613,721 | $618,985.66 | $5,264.66 | 0.86% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 964 | $355,118.32 | $358,164.57 | $3,046.25 | 0.86% |
Brian Szymczak FSR Wealth Management Ltd. | 1,285 | $323,973.78 | $477,428.91 | $153,455.13 | 47.37% |
Rodrigo Diaz Plan Group Financial LLC | 13,058 | $4.25M | $4.85M | $604,515.35 | 14.23% |
Mark Mowrey Signature Resources Capital Management LLC | 82 | $25,874.48 | $30,466.28 | $4,591.8 | 17.75% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 3,137 | $701,906.84 | $1.17M | $463,614.17 | 66.05% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,258 | $993,136.14 | $1.21M | $217,341.21 | 21.88% |
Rachel Faulk Cape Investment Advisory Inc. | 938 | $356,961.36 | $365,482.33 | $8,520.97 | 2.39% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 827 | $277,394.34 | $307,263.59 | $29,869.25 | 10.77% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 113 | $44,783.03 | $42,003.23 | -$2,779.8 | -6.21% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 1,289 | $295,281.94 | $502,245.97 | $206,964.03 | 70.09% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 2,666 | $947,683.02 | $990,525.67 | $42,842.65 | 4.52% |
Mariana Coli Dunhill Financial LLC | 3,320 | $893,734.87 | $1.32M | $429,318.36 | 48.04% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 2,410 | $717,759.18 | $939,032.42 | $221,273.24 | 30.83% |
Rebecca Sierp WPWealth LLP | 1,123 | $219,720.75 | $452,052.42 | $232,331.67 | 105.74% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3,052 | $532,362.14 | $1.13M | $601,577.97 | 113% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 741 | $270,885.01 | $275,311.15 | $4,426.14 | 1.63% |
Lukas Lindgren Abound Wealth Management | 585 | $248,492.43 | $217,350.91 | -$31,141.52 | -12.53% |
Drew Phillips Fortitude Family Office LLC | 109 | $26,493.59 | $40,497.86 | $14,004.27 | 52.86% |