| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CJ Harrison DecisionPoint Financial LLC | 346 | $38,404.45 | $47,467.74 | $9,063.29 | 23.6% |
| JG John Ginter Callan Family Office LLC | 184,857 | $21.81M | $25.24M | $3.44M | 15.77% |
Brook Hart Presilium Private Wealth LLC | 2,197 | $263,252.73 | $300,373.84 | $37,121.11 | 14.1% |
Rodrigo Diaz Plan Group Financial LLC | 36,475 | $3.84M | $4.98M | $1.14M | 29.8% |
Linda M. Dagilus Greenfield Savings Bank | 40,366 | $3.95M | $5.55M | $1.6M | 40.53% |
Amna Ali Khan GDS Wealth Management | 5,632 | $639,272.25 | $770,626.56 | $131,354.31 | 20.55% |
Mark Mowrey Signature Resources Capital Management LLC | 267 | $29,374.67 | $36,287.97 | $6,913.3 | 23.53% |
Albert Moore First National Advisers LLC | 6,051 | $673,109.61 | $826,203.54 | $153,093.93 | 22.74% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 9,877 | $1.07M | $1.35M | $275,175.15 | 25.65% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 15,270 | $1.84M | $2.08M | $241,415.25 | 13.11% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 156,774 | $16.8M | $21.37M | $4.57M | 27.22% |
David Hunter Horizons Wealth Management | 6,495 | $601,863.16 | $893,776.95 | $291,913.79 | 48.5% |
Rachel Faulk Cape Investment Advisory Inc. | 542 | $79,877.31 | $74,356.98 | -$5,520.33 | -6.91% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 2,287 | $339,204 | $312,244.11 | -$26,959.89 | -7.95% |
| FIL FWG Investments LLC FWG Investments LLC | 2,860 | $312,595.46 | $392,363.4 | $79,767.94 | 25.52% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 385 | $40,303.8 | $52,317.65 | $12,013.85 | 29.81% |
Vyoma Patel Strata Wealth Advisors LLC | 2,670 | $321,553.75 | $362,879.7 | $41,325.95 | 12.85% |
Mariana Coli Dunhill Financial LLC | 28,156 | $3.08M | $3.86M | $783,721.96 | 25.45% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,240 | $149,199.96 | $168,392 | $19,192.04 | 12.86% |
Lukas Lindgren Abound Wealth Management | 490,860 | $55.45M | $67.31M | $11.86M | 21.39% |