| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 649 | $17,594.39 | $27,283.96 | $9,689.57 | 55.07% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 108,506 | $4.18M | $4.63M | $447,263.41 | 10.7% |
Billy DeFrance Lauterbach Financial Advisors LLC | 15,867 | $391,675.39 | $676,489.54 | $284,814.15 | 72.72% |
Christopher Pelch Vance Wealth LLC | 81,464 | $1.9M | $3.47M | $1.57M | 82.58% |
| WTM W. Travis McKinney HB Wealth Management LLC | 8,769 | $347,953.92 | $370,314.87 | $22,360.95 | 6.43% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,779 | $410,150 | $455,197.17 | $45,047.17 | 10.98% |
Dalila Toledo Ascent Group LLC | 28,692 | $899,563.43 | $1.21M | $312,386.65 | 34.73% |
| EM Erin Mccann Simplicity Wealth LLC | 41,716 | $1.44M | $1.76M | $322,673.66 | 22.42% |
| MT Michael Topley Lansing Street Advisors | 10,176 | $338,755.88 | $429,834.24 | $91,078.36 | 26.89% |
Angela Cox W Advisors LLC | 39,263 | $957,937.14 | $1.66M | $701,906.18 | 73.27% |
Kevin Zemann WealthPlan Investment Management LLC | 63,181 | $2.08M | $2.67M | $592,953.68 | 28.53% |
| VC Vito Collacuro Sutton Place Investors LLC | 7,055 | $214,752.95 | $298,250.12 | $83,497.17 | 38.88% |
| TD Teresa Douberly Ridgeline Wealth LLC | 6,465 | $175,264.25 | $273,307.87 | $98,043.62 | 55.94% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 19,849 | $787,608 | $839,116.47 | $51,508.47 | 6.54% |
Anu Prabhu Altrius Capital Management Inc. | 26,823 | $967,564.93 | $1.13M | $166,779.74 | 17.24% |
Mariana Coli Dunhill Financial LLC | 725 | $28,514 | $30,649.37 | $2,135.37 | 7.49% |
Lukas Lindgren Abound Wealth Management | 578 | $21,714.73 | $24,602.57 | $2,887.84 | 13.3% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,775 | $185,138.43 | $286,413.12 | $101,274.69 | 54.7% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 16,496 | $499,993.76 | $697,368.4 | $197,374.64 | 39.48% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 14,920 | $448,808 | $636,487.2 | $187,679.2 | 41.82% |