| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob B. Rue Shore Point Advisors LLC | 483,285 | $19.2M | $25.21M | $6M | 31.27% |
David Mailloux WealthCare Investment Partners LLC | 6,340 | $248,342.44 | $339,697.2 | $91,354.76 | 36.79% |
Clint Dunn Beaird Harris Wealth Management LLC | 2,516 | $97,344.04 | $131,234.56 | $33,890.52 | 34.82% |
Tyler Glazier New Millennium Group LLC | 88,384 | $4.23M | $4.61M | $378,283.52 | 8.94% |
Lonny Elfenbein West Michigan Advisors LLC | 35,430 | $1.7M | $1.85M | $147,378.95 | 8.67% |
Eric Lai Archvest Wealth Advisors Inc. | 183,959 | $8.83M | $9.6M | $761,641.92 | 8.62% |
Samantha Pierangeli City State Bank | 18 | $959.94 | $938.88 | -$21.06 | -2.19% |
Michelle McCarthy Vantage Financial Partners LLC | 53,895 | $2.18M | $2.81M | $627,621.4 | 28.74% |
| EM Erin Mccann Simplicity Wealth LLC | 20,102 | $960,417.53 | $1.07M | $104,988.47 | 10.93% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 10,041 | $480,943.89 | $523,738.56 | $42,794.67 | 8.9% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,875 | $222,738.75 | $254,280 | $31,541.25 | 14.16% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,855 | $236,845.97 | $253,236.8 | $16,390.83 | 6.92% |
| JG John Ginter Callan Family Office LLC | 20,985 | $838,141.33 | $1.12M | $283,926.62 | 33.88% |
Rachel Faulk Cape Investment Advisory Inc. | 22 | $1,173 | $1,166 | -$7 | -0.6% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 6,188 | $190,964.94 | $322,766.08 | $131,801.14 | 69.02% |
Mark Meredith Meredith Wealth Planning | 86,855 | $2.97M | $4.53M | $1.56M | 52.53% |
Dennis Wallace Fortune Financial Advisors LLC | 10,693 | $523,322.81 | $557,746.88 | $34,424.07 | 6.58% |
Jonathan Seed Seed Wealth Management Inc. | 9,900 | $324,867 | $516,384 | $191,517 | 58.95% |
Jeffrey Hanson Breakwater Capital Group | 3,996 | $213,107 | $208,431.36 | -$4,675.64 | -2.19% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 37,031 | $1.52M | $1.93M | $407,727.53 | 26.76% |