| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 3,467 | $222,411.29 | $244,250.15 | $21,838.86 | 9.82% |
W. Travis McKinney HB Wealth Management LLC | 25,084 | $1.71M | $1.79M | $85,162 | 4.99% |
Dalila Toledo Ascent Group LLC | 9,455 | $553,593.8 | $673,857.85 | $120,264.05 | 21.72% |
Nichole Raftopoulos Nvest Financial LLC | 80,057 | $5.04M | $5.64M | $602,729.11 | 11.97% |
Michael Topley Lansing Street Advisors | 8,592 | $475,441.8 | $607,454.4 | $132,012.6 | 27.77% |
Angela Cox W Advisors LLC | 4,590 | $250,458.69 | $323,365.5 | $72,906.81 | 29.11% |
Kevin Zemann WealthPlan Investment Management LLC | 11,586 | $732,814.5 | $827,240.4 | $94,425.9 | 12.89% |
Vito Collacuro Sutton Place Investors LLC | 3,165 | $200,186.25 | $222,974.25 | $22,788 | 11.38% |
| TD Teresa Douberly Ridgeline Wealth LLC | 22,743 | $1.18M | $1.61M | $423,936.09 | 35.81% |
Mariana Coli Dunhill Financial LLC | 5,749 | $391,834.93 | $410,478.6 | $18,643.67 | 4.76% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 8,607 | $584,765.32 | $614,238.55 | $29,473.23 | 5.04% |
Loni Adams Daymark Wealth Partners LLC | 13,071 | $730,987.3 | $931,570.17 | $200,582.87 | 27.44% |
Jessica Thayer Unique Wealth LLC | 10,962 | $637,757.31 | $775,013.4 | $137,256.09 | 21.52% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 1,124 | $62,573 | $79,961.36 | $17,388.36 | 27.79% |
Joseph A. Feste KM Capital Management Ltd. | 39,930 | $2.91M | $2.84M | -$64,886.75 | -2.23% |
Crystal McKeon TSA Wealth Managment LLC | 15,402 | $896,747.7 | $1.1M | $203,725.2 | 22.72% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 400 | $18,116 | $28,180 | $10,064 | 55.55% |
Brendan G. Moody Watershed Private Wealth LLC | 3,306 | $172,110.42 | $236,213.7 | $64,103.28 | 37.25% |
Jacob Going Alpine Bank Wealth Management | 121 | $8,815 | $8,524.45 | -$290.55 | -3.3% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 6,908 | $461,375.81 | $486,668.6 | $25,292.79 | 5.48% |