| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob B. Rue Shore Point Advisors LLC | 494,486 | $19.79M | $25.66M | $5.87M | 29.65% |
David Mailloux WealthCare Investment Partners LLC | 6,340 | $248,342.44 | $329,141.1 | $80,798.66 | 32.54% |
Clint Dunn Beaird Harris Wealth Management LLC | 2,516 | $97,344.04 | $129,649.48 | $32,305.44 | 33.19% |
Tyler Glazier New Millennium Group LLC | 88,384 | $4.23M | $4.57M | $335,859.2 | 7.94% |
Lonny Elfenbein West Michigan Advisors LLC | 35,430 | $1.7M | $1.83M | $131,258.3 | 7.72% |
Eric Lai Archvest Wealth Advisors Inc. | 183,959 | $8.83M | $9.48M | $647,587.34 | 7.33% |
Samantha Pierangeli City State Bank | 18 | $959.94 | $925.38 | -$34.56 | -3.6% |
Michelle McCarthy Vantage Financial Partners LLC | 53,895 | $2.18M | $2.8M | $613,878.17 | 28.11% |
| EM Erin Mccann Simplicity Wealth LLC | 20,102 | $960,417.53 | $1.03M | $74,031.39 | 7.71% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 12,982 | $637,787.42 | $667,469.53 | $29,682.11 | 4.65% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,875 | $222,738.75 | $251,891.25 | $29,152.5 | 13.09% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,855 | $236,845.97 | $250,615.1 | $13,769.13 | 5.81% |
| JG John Ginter Callan Family Office LLC | 20,985 | $838,141.33 | $1.08M | $243,320.64 | 29.03% |
Rachel Faulk Cape Investment Advisory Inc. | 22 | $1,173 | $1,136.74 | -$36.26 | -3.09% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 6,181 | $190,749.14 | $317,765.21 | $127,016.07 | 66.59% |
Mark Meredith Meredith Wealth Planning | 86,689 | $2.96M | $4.5M | $1.53M | 51.67% |
Dennis Wallace Fortune Financial Advisors LLC | 10,693 | $523,322.81 | $556,142.93 | $32,820.12 | 6.27% |
Jonathan Seed Seed Wealth Management Inc. | 9,900 | $324,867 | $510,840 | $185,973 | 57.25% |
Jeffrey Hanson Breakwater Capital Group | 7,181 | $380,743.29 | $371,114.08 | -$9,629.21 | -2.53% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 37,031 | $1.52M | $1.91M | $385,323.77 | 25.29% |