| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 106,873 | $3.8M | $4.76M | $962,666.37 | 25.34% |
Ana-Maria Ignat Covestor Ltd | 346 | $14,030.86 | $15,428.14 | $1,397.28 | 9.96% |
John Gorlow Cardiff Park Advisors LLC | 1,202 | $52,131.52 | $53,833.97 | $1,702.45 | 3.27% |
James Langer Redmont Wealth Advisors LLC | 15 | $479.4 | $672.6 | $193.2 | 40.3% |
Randy D. Kurtz Upper Left Wealth Management LLC | 35,088 | $1.19M | $1.58M | $385,829.82 | 32.33% |
Jeremy Baltz Raleigh Capital Management Inc. | 36,358 | $1.26M | $1.63M | $369,861.22 | 29.39% |
William Jollie Quent Capital LLC | 8,878 | $298,978.11 | $395,870.02 | $96,891.91 | 32.41% |
Dalila Toledo Ascent Group LLC | 11,202 | $396,462.88 | $500,057.28 | $103,594.4 | 26.13% |
| EM Erin Mccann Simplicity Wealth LLC | 49,632 | $1.94M | $2.21M | $269,714.34 | 13.9% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,064 | $192,973.26 | $270,393.76 | $77,420.5 | 40.12% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 11,780 | $348,036.97 | $524,563.4 | $176,526.43 | 50.72% |
Joseph Wallace Wallace Advisory Group LLC | 5,706 | $168,272.2 | $257,340.6 | $89,068.4 | 52.93% |
Rachel Faulk Cape Investment Advisory Inc. | 202 | $8,860.83 | $9,007.18 | $146.35 | 1.65% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 10,362 | $420,101.64 | $461,782.53 | $41,680.89 | 9.92% |
| BP Brett Pohl Kingdom Financial Group LLC | 167 | $6,818.17 | $7,454.88 | $636.71 | 9.34% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,711 | $81,871.74 | $121,561.24 | $39,689.5 | 48.48% |
John Canning Mi LLCreek Capital Advisors LLC | 47,111 | $1.42M | $2.11M | $695,042.72 | 49.05% |
Jill Batley Gateway Wealth Partners LLC | 4,632 | $195,596.88 | $206,911.44 | $11,314.56 | 5.78% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 17,447 | $526,325.33 | $782,323.48 | $255,998.15 | 48.64% |
| JC Jared Calvert Buck Wealth Strategies LLC | 635 | $27,788 | $28,298.77 | $510.77 | 1.84% |