| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vito Collacuro Sutton Place Investors LLC | 7,055 | $214,752.95 | $307,104.15 | $92,351.2 | 43% |
| TD Teresa Douberly Ridgeline Wealth LLC | 6,465 | $175,264.25 | $281,421.45 | $106,157.2 | 60.57% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,326 | $489,095.48 | $536,550.78 | $47,455.3 | 9.7% |
Anu Prabhu Altrius Capital Management Inc. | 26,676 | $962,349.37 | $1.18M | $217,796.87 | 22.63% |
Mariana Coli Dunhill Financial LLC | 725 | $28,514 | $32,219 | $3,705 | 12.99% |
Lukas Lindgren Abound Wealth Management | 587 | $22,091.06 | $25,552.11 | $3,461.05 | 15.67% |
Drew Phillips Fortitude Family Office LLC | 384 | $16,059 | $16,715.52 | $656.52 | 4.09% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,064 | $280,864.29 | $394,555.92 | $113,691.63 | 40.48% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 16,496 | $499,993.76 | $718,070.88 | $218,077.12 | 43.62% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 11,379 | $352,811.51 | $495,327.87 | $142,516.36 | 40.39% |
Victoria Latham Fiduciary Alliance LLC | 7,686 | $237,451.81 | $334,571.58 | $97,119.77 | 40.9% |
Jessica Thayer Unique Wealth LLC | 17,329 | $542,055.83 | $754,331.37 | $212,275.54 | 39.16% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 4,853 | $205,488 | $211,251.09 | $5,763.09 | 2.8% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 4,188 | $175,142.16 | $185,737.8 | $10,595.64 | 6.05% |
Crystal McKeon TSA Wealth Managment LLC | 75,876 | $2.15M | $3.3M | $1.15M | 53.54% |
Jeffrey Hanson Breakwater Capital Group | 50,019 | $1.6M | $2.18M | $578,687.32 | 36.2% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 5,191 | $142,398.67 | $225,964.23 | $83,565.56 | 58.68% |
Beth Zilka Baron Wealth Management LLC | 13,469 | $474,092.19 | $586,305.57 | $112,213.38 | 23.67% |
Jacob Going Alpine Bank Wealth Management | 283 | $11,835 | $12,576.52 | $741.52 | 6.27% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 307,919 | $11.17M | $13.4M | $2.24M | 20.03% |