| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Debora Caley Richwood Investment Advisors LLC | 5,005 | $487,887.4 | $681,681 | $193,793.6 | 39.72% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 100 | $10,449 | $13,772 | $3,323 | 31.8% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,429 | $354,781.4 | $472,241.88 | $117,460.48 | 33.11% |
| WJ William Jollie Quent Capital LLC | 45,890 | $4.61M | $6.33M | $1.72M | 37.35% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 6,470 | $673,072.1 | $891,048.4 | $217,976.3 | 32.39% |
Michael Byun SageView Advisory Group LLC | 4,927 | $538,459.14 | $679,310.12 | $140,850.98 | 26.16% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 7,900 | $778,023 | $1.09M | $311,189.5 | 40% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 2,623 | $255,690.04 | $361,239.56 | $105,549.52 | 41.28% |
Adam Grossman Mayport LLC | 3,579 | $373,598.23 | $493,454.62 | $119,856.39 | 32.08% |
| MT Michael Topley Lansing Street Advisors | 11,232 | $1.18M | $1.55M | $364,298.22 | 30.76% |
Christopher Warner WARNER FINANCIAL Inc. | 2,716 | $280,254.03 | $374,468.5 | $94,214.47 | 33.62% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,565 | $387,194.65 | $493,449.47 | $106,254.82 | 27.44% |
Matthew Heller Willner & Heller LLC | 2,730 | $278,866.11 | $377,654.55 | $98,788.44 | 35.43% |
Jeffrey Gilbert Balboa Wealth Partners | 18,083 | $2.14M | $2.5M | $359,580.45 | 16.79% |
| SM Sean Murray Quantum Financial Advisors LLC | 1,750 | $207,287.5 | $242,086.25 | $34,798.75 | 16.79% |
Kevin Zemann WealthPlan Investment Management LLC | 1,777 | $210,485.65 | $245,821.29 | $35,335.64 | 16.79% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 550 | $50,220 | $75,971.5 | $25,751.5 | 51.28% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 8,525 | $819,375.3 | $1.16M | $344,628.2 | 42.06% |
Jeffrey Jones Cypress Financial Planning LLC | 4,781 | $444,964.73 | $661,594.78 | $216,630.05 | 48.68% |
| JG John Ginter Callan Family Office LLC | 6,582 | $764,776.05 | $910,422.24 | $145,646.19 | 19.04% |