| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KL Kathryn Lutz Wiser Advisor Group LLC | 19 | $1,590.95 | $1,862 | $271.05 | 17.04% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5.39M | $513.68M | $526.92M | $13.24M | 2.58% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 5,042 | $327,377.53 | $490,788.28 | $163,410.75 | 49.92% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 28,397 | $2.18M | $2.78M | $602,657.54 | 27.64% |
Seth Hodes Able Wealth Management LLC | 4,472 | $294,700.57 | $422,782.88 | $128,082.31 | 43.46% |
Brian Distler Lakeridge Wealth Management LLC | 33,162 | $2.47M | $3.14M | $668,986.17 | 27.13% |
D. Garet Strange Hobbs Group Advisors, LLC | 2,951 | $255,584.11 | $288,519.27 | $32,935.16 | 12.89% |
Kyle Jones Pineridge Advisors LLC | 802 | $52,285.24 | $75,821.08 | $23,535.84 | 45.01% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 25,463 | $2.13M | $2.48M | $349,332.99 | 16.41% |
| CI CacheTech Inc. CacheTech Inc. | 9,525 | $681,409.65 | $923,258.25 | $241,848.6 | 35.49% |
Nicholas Jeffries M3 Advisory Group, LLC | 4,361 | $293,604.85 | $412,288.94 | $118,684.09 | 40.42% |
Jessica Vickery BlueChip Wealth Advisors LLC | 26,922 | $1.75M | $2.55M | $797,161.53 | 45.6% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 2,681 | $255,874.64 | $262,818.43 | $6,943.79 | 2.71% |
Robert Santos Arrowroot Family Office, LLC | 20,246 | $1.57M | $1.91M | $348,821.98 | 22.29% |
| WL Wealthcollab LLC WealthCollab, LLC | 143,229 | $9.61M | $13.94M | $4.33M | 45.01% |
Michael Stringer Lane & Associates LLC | 21,396 | $1.35M | $2.02M | $674,427.13 | 50.02% |
Mark Weiskind Fairway Wealth LLC | 5,839 | $491,240.81 | $552,019.06 | $60,778.25 | 12.37% |
Joel W. Lake Capstone Wealth Management, LLC | 11,897 | $786,857.87 | $1.12M | $337,884.51 | 42.94% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,117 | $426,983.86 | $578,301.18 | $151,317.32 | 35.44% |
Andrew Panko Tenon Financial LLC | 4,925 | $334,211 | $465,609.5 | $131,398.5 | 39.32% |