| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 228,935 | $14.53M | $15.95M | $1.42M | 9.75% |
Benjamin Cauley Carr Financial Group Corp. | 263,768 | $16.48M | $18.37M | $1.89M | 11.45% |
| TL Tradewinds LLC Tradewinds LLC | 7,050 | $472,632.01 | $490,151.25 | $17,519.24 | 3.71% |
Rodrigo Diaz Plan Group Financial LLC | 24,925 | $1.6M | $1.73M | $127,650.29 | 7.97% |
Rachel Faulk Cape Investment Advisory Inc. | 103 | $7,125 | $7,172.4 | $47.4 | 0.67% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 26,153 | $1.62M | $1.81M | $190,627.44 | 11.79% |
Victoria Latham Fiduciary Alliance LLC | 100,000 | $5.98M | $6.91M | $930,280.46 | 15.55% |
Loni Adams Daymark Wealth Partners LLC | 152,116 | $9.13M | $10.51M | $1.38M | 15.11% |
Sheryl Stephens Stephens Consulting LLC | 150 | $9,306.01 | $10,371 | $1,064.99 | 11.44% |
Stephen Smith Kestra Investment Management LLC | 3,436 | $232,205 | $237,547.86 | $5,342.86 | 2.3% |
Robin Sherwood HTG Investment Advisors Inc. | 267,027 | $16.19M | $18.57M | $2.38M | 14.71% |
Jeffrey Hanson Breakwater Capital Group | 13,574 | $825,904.79 | $940,610.33 | $114,705.54 | 13.89% |
Kyle Kelley Family Capital Management Inc. | 25,031 | $1.63M | $1.74M | $112,141.87 | 6.87% |
Salvatore Cocivera Cora Capital Advisors LLC | 3,450 | $233,151 | $240,120 | $6,969 | 2.99% |
Walter J. West Milestone Asset Management LLC | 38,974 | $2.45M | $2.72M | $265,885.78 | 10.85% |
Helen Semus Semus Wealth Partners LLC | 19,111 | $1.16M | $1.33M | $171,847.06 | 14.82% |
| NH Nathaniel Holden Core Wealth Partners LLC | 7,622 | $506,291.21 | $530,453.09 | $24,161.88 | 4.77% |
Andrew Lewis Genesis Private Wealth LLC | 4,354 | $282,926.56 | $303,016.63 | $20,090.07 | 7.1% |
Paul B. Ordonio Park Place Capital Corp. | 51,160 | $3.19M | $3.56M | $368,065.44 | 11.52% |
Jill Batley Gateway Wealth Partners LLC | 12,855 | $842,477.01 | $888,087.67 | $45,610.66 | 5.41% |