| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OS Owen Schrum Schrum Private Wealth Management LLC | 7,162 | $543,216.45 | $638,599.73 | $95,383.28 | 17.56% |
Brian Levy West Wealth Group LLC | 2,477 | $198,659.63 | $220,973.17 | $22,313.54 | 11.23% |
| TL Timothy Low Forte Asset Management LLC | 7,125 | $571,211.25 | $635,621.25 | $64,410 | 11.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,179 | $287,891.31 | $373,456.33 | $85,565.02 | 29.72% |
Lincoln Bach Delap Wealth Advisory LLC | 267,257 | $18.37M | $23.84M | $5.47M | 29.76% |
| EL Edward Lowndes Angeles Wealth Management LLC | 13,983 | $906,493.31 | $1.25M | $342,887.74 | 37.83% |
Lori Fernicola Castle Wealth Management LLC | 3,222 | $205,112.52 | $287,885.7 | $82,773.18 | 40.36% |
Jeffrey Jones Cypress Financial Planning LLC | 3,815 | $339,573.16 | $340,965.62 | $1,392.46 | 0.41% |
Mark Mowrey Signature Resources Capital Management LLC | 66 | $5,516 | $5,864.1 | $348.1 | 6.31% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 85,711 | $5.51M | $7.71M | $2.21M | 40.07% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 80,895 | $6.76M | $7.23M | $469,595.62 | 6.95% |
| FIL FWG Investments LLC FWG Investments LLC | 28,071 | $1.79M | $2.51M | $719,382.02 | 40.2% |
Mariana Coli Dunhill Financial LLC | 64 | $5,130.51 | $5,719.36 | $588.85 | 11.48% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 7,560 | $504,558.4 | $675,410.4 | $170,852 | 33.86% |
Lukas Lindgren Abound Wealth Management | 40 | $3,027.65 | $3,592 | $564.35 | 18.64% |
| DP Drew Phillips Fortitude Family Office LLC | 278,399 | $19.43M | $24.89M | $5.46M | 28.08% |
| SC Scott Crane Crane Advisory LLC | 178,638 | $14M | $15.96M | $1.96M | 14.04% |
Daniel Guy Ethos Financial Group LLC | 2,896 | $221,085.13 | $258,801.04 | $37,715.91 | 17.06% |
| VL Victoria Latham Fiduciary Alliance LLC | 3,016 | $252,047.12 | $269,524.84 | $17,477.72 | 6.93% |
Brian Matter Creative Capital Management Investments LLC | 381 | $31,840.17 | $34,048.06 | $2,207.89 | 6.93% |