| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 33,159 | $1.84M | $2.5M | $655,606.23 | 35.63% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 31,060 | $1.43M | $2.42M | $998,581.6 | 70.03% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 390,586 | $22.59M | $29.4M | $6.81M | 30.14% |
David Hunter Horizons Wealth Management | 9,488 | $555,237.76 | $714,161.76 | $158,924 | 28.62% |
Rachel Faulk Cape Investment Advisory Inc. | 750 | $57,833 | $57,750 | -$83 | -0.14% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 3,372 | $260,043 | $253,810.44 | -$6,232.56 | -2.4% |
| FIL FWG Investments LLC FWG Investments LLC | 5,739 | $355,955.24 | $431,974.53 | $76,019.29 | 21.36% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,034 | $56,440.88 | $80,714.04 | $24,273.16 | 43.01% |
Mariana Coli Dunhill Financial LLC | 3,850 | $247,128.75 | $299,510.75 | $52,382 | 21.2% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 5,077 | $298,564.67 | $389,659.75 | $91,095.08 | 30.51% |
Rebecca Sierp WPWealth LLP | 3,669 | $191,049.3 | $285,429.85 | $94,380.55 | 49.4% |
Lukas Lindgren Abound Wealth Management | 10,706 | $625,774.87 | $805,840.62 | $180,065.75 | 28.77% |
Drew Phillips Fortitude Family Office LLC | 101,203 | $6.03M | $7.62M | $1.59M | 26.35% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 417,673 | $24.56M | $32.16M | $7.6M | 30.92% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 2,624 | $173,724.93 | $197,508.48 | $23,783.55 | 13.69% |
Matthew Zienty Cardinal Point Capital Management ULC | 18,002 | $1.21M | $1.36M | $147,201.31 | 12.19% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,129 | $279,817.72 | $310,789.83 | $30,972.11 | 11.07% |
Jill Grimes Centurion Wealth Management LLC | 8,816 | $479,481.33 | $663,580.32 | $184,098.99 | 38.4% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,448 | $174,827.6 | $259,530.96 | $84,703.36 | 48.45% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 21,277 | $1.42M | $1.6M | $184,127.87 | 12.99% |