| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 28,010 | $3.63M | $4.68M | $1.06M | 29.12% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 9,391 | $953,681.89 | $1.57M | $619,216.7 | 64.93% |
Jeffrey McClean Solidarity Wealth LLC | 3,754 | $558,291.32 | $628,306.98 | $70,015.66 | 12.54% |
Andrew Miller OLIO Financial Planning | 2,624 | $337,498.88 | $439,756.16 | $102,257.28 | 30.3% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 392 | $46,561.76 | $65,558.08 | $18,996.32 | 40.8% |
William Liberti Wealth Effects LLC | 14,296 | $1.21M | $2.39M | $1.17M | 96.82% |
| RM Robert Macaulay Jmac Enterprises LLC | 98,027 | $10.51M | $16.47M | $5.96M | 56.67% |
Jordan Szekely Cherrydale Wealth Management LLC | 180,880 | $16.58M | $30.28M | $13.71M | 82.66% |
Nabeed Zaman Eagle Strategies LLC | 1,896 | $281,910.29 | $314,887.68 | $32,977.39 | 11.7% |
| JE John Ervin Ervin Investment Management LLC | 7,671 | $1.1M | $1.29M | $189,049.86 | 17.24% |
Caitlin Garner SC&H Financial Advisors Inc. | 21,710 | $2.36M | $3.63M | $1.28M | 54.21% |
Amir Ali Monsefi Aire Advisors LLC | 4,474 | $637,231.82 | $750,960.9 | $113,729.08 | 17.85% |
Jason Whitby Stone Summit Wealth LLC | 3,915 | $371,082.31 | $655,175.25 | $284,092.94 | 76.56% |
Kimberly Foster Laraway Financial Advisors Inc. | 1,372 | $195,413.96 | $230,358.8 | $34,944.84 | 17.88% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 2,760 | $247,201.87 | $463,762.8 | $216,560.93 | 87.6% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 2,840 | $356,760.8 | $474,961.6 | $118,200.8 | 33.13% |
David Mailloux WealthCare Investment Partners LLC | 2,001 | $300,193.79 | $335,157.49 | $34,963.7 | 11.65% |
Jonathan Yarger Yarger Wealth Strategies LLC | 1,619 | $235,807.35 | $271,813.91 | $36,006.56 | 15.27% |
| CC Cortney Cost Kraft Asset Management LLC | 21,066 | $2.43M | $3.5M | $1.07M | 43.89% |
Dave Reichert Echo45 Advisors LLC | 3,158 | $469,563.02 | $530,622.95 | $61,059.93 | 13% |