| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 2,712 | $235,313.24 | $297,384.36 | $62,071.12 | 26.38% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,628 | $614,968.92 | $727,654.98 | $112,686.06 | 18.32% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 3,107 | $242,703.48 | $339,641.7 | $96,938.22 | 39.94% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 2,847 | $276,814 | $312,557.89 | $35,743.89 | 12.91% |
Jessica Vickery BlueChip Wealth Advisors LLC | 4,218 | $327,838.64 | $463,073.13 | $135,234.49 | 41.25% |
Michael Bailey MGB Wealth Management, LLC | 3,852 | $371,911 | $422,891.82 | $50,980.82 | 13.71% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 17,809 | $1.56M | $1.96M | $392,065.93 | 25.08% |
Douglas E. Morisoli Fairman Group, LLC | 2,224 | $174,941.95 | $244,161.84 | $69,219.89 | 39.57% |
Robert Santos Arrowroot Family Office, LLC | 10,949 | $857,413.03 | $1.2M | $344,622.93 | 40.19% |
| WL Wealthcollab LLC WealthCollab, LLC | 664 | $51,612.88 | $72,927.12 | $21,314.24 | 41.3% |
Ian Jameson American Capital Advisory, LLC | 675 | $57,299.3 | $74,135.25 | $16,835.95 | 29.38% |
Jeremy Wallace Wallace Hart LLC | 58 | $5,584 | $6,367.53 | $783.53 | 14.03% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 11,454 | $1.08M | $1.26M | $179,675.35 | 16.66% |
Mark Weiskind Fairway Wealth LLC | 18,957 | $1.51M | $2.08M | $568,389.85 | 37.55% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 158,126 | $13.23M | $17.36M | $4.13M | 31.22% |
David W. Marrazzo Guardian Asset Advisors, LLC | 4,404 | $342,810.62 | $483,515.16 | $140,704.54 | 41.04% |
Kevyn Hill Hilltop National Bank | 23 | $1,934.11 | $2,524.82 | $590.71 | 30.54% |
Brady Green GGM Financials LLC | 142,648 | $13.78M | $15.66M | $1.89M | 13.69% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 5,730 | $465,851.77 | $628,924.8 | $163,073.03 | 35.01% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 5,745 | $423,835.17 | $632,352.15 | $208,516.98 | 49.2% |