| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 25,402 | $799,843.53 | $1.08M | $280,630.54 | 35.09% |
| EM Erin Mccann Simplicity Wealth LLC | 42,612 | $1.48M | $1.81M | $328,793.64 | 22.27% |
Michael Topley Lansing Street Advisors | 9,632 | $322,267.24 | $413,309.12 | $91,041.88 | 28.25% |
Angela Cox W Advisors LLC | 39,108 | $953,992.39 | $1.68M | $725,007.91 | 76% |
Kevin Zemann WealthPlan Investment Management LLC | 62,907 | $2.07M | $2.67M | $603,652.2 | 29.16% |
Vito Collacuro Sutton Place Investors LLC | 7,055 | $214,752.95 | $302,765.32 | $88,012.37 | 40.98% |
| TD Teresa Douberly Ridgeline Wealth LLC | 6,465 | $175,264.25 | $276,863.62 | $101,599.37 | 57.97% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,326 | $489,095.48 | $522,190.99 | $33,095.51 | 6.77% |
Anu Prabhu Altrius Capital Management Inc. | 26,676 | $962,349.37 | $1.13M | $169,379.93 | 17.6% |
Mariana Coli Dunhill Financial LLC | 725 | $28,514 | $30,812.5 | $2,298.5 | 8.06% |
Lukas Lindgren Abound Wealth Management | 587 | $22,091.06 | $24,944.56 | $2,853.5 | 12.92% |
Drew Phillips Fortitude Family Office LLC | 384 | $16,059 | $16,320 | $261 | 1.63% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,456 | $297,677.18 | $402,447.36 | $104,770.18 | 35.2% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 16,496 | $499,993.76 | $701,409.92 | $201,416.16 | 40.28% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 11,088 | $344,922.51 | $471,240 | $126,317.49 | 36.62% |
Victoria Latham Fiduciary Alliance LLC | 7,630 | $235,754.51 | $324,236.85 | $88,482.34 | 37.53% |
Jessica Thayer Unique Wealth LLC | 17,496 | $549,218.59 | $744,629.76 | $195,411.17 | 35.58% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 4,853 | $205,488 | $207,829.72 | $2,341.72 | 1.14% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 4,188 | $175,142.16 | $177,969.06 | $2,826.9 | 1.61% |
Crystal McKeon TSA Wealth Managment LLC | 73,838 | $2.1M | $3.14M | $1.04M | 49.64% |