| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 22,079 | $639,187.05 | $718,892.24 | $79,705.19 | 12.47% |
David W. Chenet Presidio Capital Management LLC | 18,853 | $482,567.04 | $606,123.95 | $123,556.91 | 25.6% |
Joseph Wallace Wallace Advisory Group LLC | 31,919 | $792,229.02 | $1.03M | $233,966.83 | 29.53% |
John DeMarco Trajan Wealth LLC | 9,295 | $205,836.91 | $313,427.4 | $107,590.49 | 52.27% |
Brook Hart Presilium Private Wealth LLC | 7,661 | $224,774 | $246,301.15 | $21,527.15 | 9.58% |
Mark Mowrey Signature Resources Capital Management LLC | 21 | $616 | $675.15 | $59.15 | 9.6% |
Junaid Subhan Sagard Holdings Management Inc. | 26,242 | $637,418.18 | $843,680.3 | $206,262.12 | 32.36% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 40,777 | $1.03M | $1.31M | $276,598.41 | 26.74% |
Daniel Guy Ethos Financial Group LLC | 293,574 | $7.53M | $9.44M | $1.91M | 25.39% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 9,148 | $237,218.83 | $292,370.08 | $55,151.25 | 23.25% |
| KLM Kate L. Miller STAR Financial Bank | 30,015 | $828,590.65 | $977,288.4 | $148,697.75 | 17.95% |
Andrew Lewis Genesis Private Wealth LLC | 46,689 | $1.16M | $1.5M | $341,692.22 | 29.47% |
Jill Batley Gateway Wealth Partners LLC | 59,304 | $1.84M | $1.91M | $67,593.6 | 3.68% |
Gregg Zeoli Empire Financial Management Company LLC | 153,402 | $3.43M | $5.16M | $1.73M | 50.52% |
| PIL PFG Investments LLC PFG Investments LLC | 14,537 | $396,416.63 | $467,364.55 | $70,947.92 | 17.9% |
| CWL Channel Wealth LLC Channel Wealth LLC | 118,397 | $2.93M | $3.81M | $880,846.18 | 30.11% |
Staci Compagno Portside Wealth Group, LLC | 153,273 | $4.08M | $4.93M | $845,624.78 | 20.72% |
Courtney Holt Compound Planning, Inc. | 373,092 | $9.26M | $11.99M | $2.73M | 29.53% |
Norden Group LLC NORDEN GROUP LLC | 19,026 | $493,088.1 | $611,685.9 | $118,597.8 | 24.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,216 | $193,187.98 | $199,844.4 | $6,656.42 | 3.45% |