| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DAL Drake & Associates LLC Drake & Associates LLC | 10,344 | $1.02M | $1.5M | $474,920.26 | 46.38% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 38,193 | $3.16M | $5.52M | $2.37M | 75.08% |
Rachel Faulk Cape Investment Advisory Inc. | 2,781 | $214,040.09 | $402,911.28 | $188,871.19 | 88.24% |
Mariana Coli Dunhill Financial LLC | 47 | $3,796.27 | $6,809.36 | $3,013.09 | 79.37% |
Rebecca Sierp WPWealth LLP | 4,610 | $295,271 | $668,795.75 | $373,524.75 | 126.5% |
Drew Phillips Fortitude Family Office LLC | 3,900 | $393,003 | $565,032 | $172,029 | 43.77% |
Loni Adams Daymark Wealth Partners LLC | 3,580 | $270,210.77 | $518,813.6 | $248,602.83 | 92% |
Jessica Thayer Unique Wealth LLC | 4,695 | $315,010.86 | $685,235.25 | $370,224.39 | 117.53% |
Bree Pate Olisti Co. Wealth LLC | 276 | $34,961 | $39,934.44 | $4,973.44 | 14.23% |
Ashley Goggins Hidden Cove Wealth Management LLC | 12,348 | $1.23M | $1.79M | $558,268.5 | 45.45% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 353 | $35,647.29 | $51,075.57 | $15,428.28 | 43.28% |
| FFL Financial Freedom LLC Financial Freedom LLC | 6,306 | $630,071.15 | $913,897.05 | $283,825.9 | 45.05% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 52 | $6,234 | $7,540 | $1,306 | 20.95% |
Jill Batley Gateway Wealth Partners LLC | 4,936 | $674,258 | $713,202.64 | $38,944.64 | 5.78% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 2,488 | $188,825.22 | $363,123.6 | $174,298.38 | 92.31% |
Nicholas Brown Granite Harbor Advisors Inc. | 1,677 | $229,078 | $242,645.13 | $13,567.13 | 5.92% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,400 | $191,240 | $202,384 | $11,144 | 5.83% |
Jacqueline Washburn Vawter Financial Ltd. | 3,500 | $420,035 | $506,415 | $86,380 | 20.56% |
Scott Boyce Decker Retirement Planning Inc. | 16 | $1,612 | $2,315.04 | $703.04 | 43.61% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 13,675 | $1.45M | $1.98M | $526,721.96 | 36.29% |