| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ritter Ritter Daniher Financial Advisory LLC / DE | 14,820 | $1.18M | $1.6M | $419,402.07 | 35.45% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,588 | $1.3M | $1.37M | $70,972.27 | 5.45% |
| JG John Ginter Callan Family Office LLC | 78,333 | $5.57M | $8.54M | $2.97M | 53.4% |
Mark Mowrey Signature Resources Capital Management LLC | 1,379 | $162,005 | $149,028.53 | -$12,976.47 | -8.01% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 2,024 | $203,654.88 | $219,857 | $16,202.12 | 7.96% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,951 | $229,242.5 | $211,693.25 | -$17,549.25 | -7.66% |
Rachel Faulk Cape Investment Advisory Inc. | 22 | $2,585 | $2,416.48 | -$168.52 | -6.52% |
Mariana Coli Dunhill Financial LLC | 1,085 | $87,660.59 | $119,176.4 | $31,515.81 | 35.95% |
Lukas Lindgren Abound Wealth Management | 339 | $28,471.54 | $37,225.59 | $8,754.05 | 30.75% |
Drew Phillips Fortitude Family Office LLC | 11,539 | $1.11M | $1.27M | $160,795.41 | 14.53% |
Anne Hudick Fee-Only Financial Planning, L.C. | 2,460 | $194,881.01 | $268,595.1 | $73,714.09 | 37.83% |
Victoria Latham Fiduciary Alliance LLC | 5,789 | $421,908.76 | $625,414.61 | $203,505.85 | 48.23% |
Kellie Borror Daner Wealth Management LLC | 6,461 | $614,359.28 | $705,928.86 | $91,569.58 | 14.9% |
Loni Adams Daymark Wealth Partners LLC | 11,800 | $1.04M | $1.28M | $235,697.08 | 22.66% |
Brian Matter Creative Capital Management Investments LLC | 204 | $14,736.96 | $22,413.48 | $7,676.52 | 52.09% |
Erik Brenner Hilltop Partners LLC | 160,893 | $18.9M | $17.61M | -$1.29M | -6.83% |
Belena Vincetti Fortis Capital Advisors LLC | 2,713 | $272,982 | $294,306.24 | $21,324.24 | 7.81% |
| BP Brett Pohl Kingdom Financial Group LLC | 176 | $20,680 | $19,029.12 | -$1,650.88 | -7.98% |
Sue Oleari Trifecta Capital Advisors LLC | 2,540 | $173,482 | $274,675.6 | $101,193.6 | 58.33% |
Scott Register Register Financial Advisors LLC | 933 | $83,978.04 | $101,053.23 | $17,075.19 | 20.33% |