| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SE Sima Elimelech Activest Wealth Management | 202 | $17,097.28 | $19,173.84 | $2,076.56 | 12.15% |
Jodi Greenlund Financial Council LLC | 10,224 | $725,289.95 | $964,685.52 | $239,395.57 | 33.01% |
| EW Enzi Wealth Enzi Wealth | 4,100 | $208,772 | $387,696 | $178,924 | 85.7% |
| KC Kasey Cook Maripau Wealth Management LLC | 6,020 | $387,534.65 | $568,355.42 | $180,820.77 | 46.66% |
| AB Andrew Blass Atlantic Private Wealth LLC | 49 | $3,795.52 | $4,626.15 | $830.63 | 21.88% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 224,161 | $19.03M | $21.16M | $2.14M | 11.23% |
| DC Donie Carlson DMC Group LLC | 7,121 | $571,323.91 | $672,302.16 | $100,978.25 | 17.67% |
Bobby Adusumilli SJS Investment Consulting Inc. | 51 | $4,316.64 | $4,839.13 | $522.49 | 12.1% |
| NW Nancy Williamson Helen Stephens Group LLC | 11,787 | $796,031.52 | $1.11M | $316,793.29 | 39.8% |
Bradley W. Clark Paladin Advisory Group LLC | 215 | $16,097.27 | $20,374.47 | $4,277.2 | 26.57% |
Matthew Liebman Amplius Wealth Advisors LLC | 39,818 | $2.73M | $3.71M | $974,935.39 | 35.68% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,124 | $531,987.91 | $675,996.36 | $144,008.45 | 27.07% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 10,087 | $854,533.68 | $957,104.99 | $102,571.31 | 12% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,156 | $336,216.21 | $394,279.72 | $58,063.51 | 17.27% |
| WRC William Reid Culp III TAGStone Capital Inc. | 11,227 | $763,236.57 | $1.07M | $302,037.32 | 39.57% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 3,103 | $262,637.92 | $294,428.15 | $31,790.23 | 12.1% |
| DC Dominic Corabi Wedmont Private Capital | 10,594 | $660,431.12 | $993,982.05 | $333,550.93 | 50.51% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 265,292 | $21.61M | $25.17M | $3.56M | 16.48% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 23,818 | $1.62M | $2.26M | $641,097.24 | 39.6% |
Candace Cavalier Congress Wealth Management LLC / DE / | 34,877 | $2.7M | $3.31M | $613,137.66 | 22.74% |