| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJ William Jollie Quent Capital LLC | 8,888 | $299,355.81 | $391,160.88 | $91,805.07 | 30.67% |
Dalila Toledo Ascent Group LLC | 11,759 | $417,500.77 | $517,513.59 | $100,012.82 | 23.96% |
| EM Erin Mccann Simplicity Wealth LLC | 45,262 | $1.75M | $1.99M | $242,972.02 | 13.89% |
Michael Byun SageView Advisory Group LLC | 250 | $10,215 | $11,002.5 | $787.5 | 7.71% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,064 | $192,973.26 | $264,087.2 | $71,113.94 | 36.85% |
Jeffrey Gilbert Balboa Wealth Partners | 6,039 | $193,129.12 | $265,776.39 | $72,647.27 | 37.62% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 11,639 | $341,866.81 | $512,232.39 | $170,365.58 | 49.83% |
Joseph Wallace Wallace Advisory Group LLC | 5,706 | $168,272.2 | $251,121.06 | $82,848.86 | 49.24% |
| PS Paul Saltaformaggio Hibernia Wealth Partners LLC | 13,891 | $551,309.84 | $604,953.05 | $53,643.21 | 9.73% |
| BP Brett Pohl Kingdom Financial Group LLC | 162 | $6,600 | $7,043.5 | $443.5 | 6.72% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 23,168 | $681,371.27 | $1.01M | $325,936.3 | 47.84% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,694 | $81,127.83 | $117,130.81 | $36,002.98 | 44.38% |
John Canning Mi LLCreek Capital Advisors LLC | 47,111 | $1.42M | $2.05M | $634,505.08 | 44.78% |
Jill Batley Gateway Wealth Partners LLC | 6,995 | $295,380 | $305,156.87 | $9,776.87 | 3.31% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 17,237 | $517,135.88 | $751,360.83 | $234,224.95 | 45.29% |
Alexandra Stickelman Root Financial Partners, LLC | 649 | $26,071.02 | $28,289.91 | $2,218.89 | 8.51% |
Staci Compagno Portside Wealth Group, LLC | 35,763 | $1.27M | $1.54M | $267,268.59 | 21.06% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 72,740 | $2.37M | $3.17M | $804,794.8 | 34.02% |
Norden Group LLC NORDEN GROUP LLC | 8,688 | $323,750.8 | $378,362.4 | $54,611.6 | 16.87% |
Andrew Parsons Corrigan Financial, Inc. | 296,834 | $7.77M | $12.93M | $5.15M | 66.32% |