| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DS Derek Swedberg PACK Private Wealth LLC | 15,857 | $1.3M | $2.19M | $892,300.04 | 68.56% |
| DP Doug Peabody Stegner Investment Associates Inc. | 614,290 | $36.96M | $84.99M | $48.03M | 129.95% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 6,061 | $526,346.54 | $839,690.94 | $313,344.4 | 59.53% |
| NZ Nabeed Zaman Eagle Strategies LLC | 16,216 | $1.4M | $2.25M | $849,986.96 | 60.88% |
| PS Patrick Severson TrueWealth Financial Partners | 1,883 | $212,986.13 | $260,513.05 | $47,526.92 | 22.31% |
April Lamb Sovereign Investment Advisors LLC | 83,805 | $9.91M | $11.59M | $1.69M | 17.01% |
M. Katherine Pieper Unionview LLC | 2,682 | $189,096.75 | $371,054.7 | $181,957.95 | 96.22% |
Amir Ali Monsefi Aire Advisors LLC | 1,952 | $181,204.16 | $270,381.28 | $89,177.12 | 49.21% |
Jason Whitby Stone Summit Wealth LLC | 3,713 | $281,481.3 | $514,306.19 | $232,824.89 | 82.71% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 3,229 | $367,725.9 | $447,264.93 | $79,539.03 | 21.63% |
| DM David Mailloux WealthCare Investment Partners LLC | 2,433 | $233,189.19 | $337,006.99 | $103,817.8 | 44.52% |
| RG Ryan Gough Perfromance Wealth Partners LLC | 2,124 | $233,852.4 | $294,258.96 | $60,406.56 | 25.83% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,982 | $230,464.21 | $274,685.38 | $44,221.17 | 19.19% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 9,291 | $773,179.42 | $1.29M | $513,763.44 | 66.45% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,678 | $202,568.16 | $232,470.12 | $29,901.96 | 14.76% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 33,506 | $2.65M | $4.5M | $1.85M | 69.66% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 6,291 | $555,601.31 | $871,869.69 | $316,268.38 | 56.92% |
| RK Russell Kartub Insight Inv LLC | 1,113 | $93,124.71 | $154,195.02 | $61,070.31 | 65.58% |
Caroline Jankowski Operose Advisors LLC | 20,234 | $1.8M | $2.8M | $1.01M | 56.03% |
| TAZ Tracy A. Zullo Zullo Investment Group Inc. | 2,791 | $168,686.54 | $386,748.87 | $218,062.33 | 129.27% |