| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 196,325 | $83.49M | $148.8M | $65.31M | 78.22% |
Lincoln Bach Delap Wealth Advisory LLC | 3,079 | $1.73M | $2.33M | $600,262.52 | 34.78% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,716 | $956,663.63 | $1.3M | $342,331.19 | 35.78% |
Matthew Heller Willner & Heller LLC | 878 | $403,617.3 | $664,637.21 | $261,019.91 | 64.67% |
| RC Ryan Cahill Cahill Wealth Management LLC | 125,192 | $56.84M | $94.57M | $37.74M | 66.39% |
| ED Eric Dahm Range Financial Group LLC | 2,267 | $1.03M | $1.72M | $686,277.24 | 66.44% |
| SK Stephen Kenney Gray Private Wealth LLC | 135,965 | $72.3M | $102.71M | $30.41M | 42.06% |
Craig Johnsen Fortitude Advisory Group LLC | 2,417 | $1.11M | $1.83M | $718,768.46 | 64.7% |
Jeffrey Gilbert Balboa Wealth Partners | 1,957 | $932,637.62 | $1.48M | $548,791.79 | 58.84% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 679 | $313,260.48 | $512,933.57 | $199,673.09 | 63.74% |
| SM Sean Murray Quantum Financial Advisors LLC | 846 | $387,498.81 | $640,413.53 | $252,914.72 | 65.27% |
| EL Edward Lowndes Angeles Wealth Management LLC | 3,646 | $1.75M | $2.76M | $1.01M | 58.05% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 772 | $479,334.8 | $583,188.1 | $103,853.3 | 21.67% |
Angela Cox W Advisors LLC | 12,148 | $5.72M | $9.2M | $3.47M | 60.65% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 1,004 | $408,979.26 | $760,017.95 | $351,038.69 | 85.83% |
Kevin Zemann WealthPlan Investment Management LLC | 125,181 | $82.15M | $94.76M | $12.61M | 15.35% |
| VC Vito Collacuro Sutton Place Investors LLC | 626 | $285,735.57 | $473,875.73 | $188,140.16 | 65.84% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,570 | $949,341.43 | $1.19M | $239,132.85 | 25.19% |
| JR James Rukstalis ESG Planning DBA Harper Investing | 320 | $198,880.12 | $242,236.8 | $43,356.68 | 21.8% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 721 | $422,041.39 | $545,789.78 | $123,748.39 | 29.32% |