| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 56,405 | $4.77M | $5.33M | $557,870.51 | 11.68% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 6,756 | $420,719.73 | $638,712.24 | $217,992.51 | 51.81% |
Morgan Carter RFP Financial Group LLC | 2,625 | $227,524.07 | $257,250 | $29,725.93 | 13.06% |
Jessica Thayer Unique Wealth LLC | 8,275 | $719,674.4 | $782,318.5 | $62,644.1 | 8.7% |
Erik Brenner Hilltop Partners LLC | 11,583 | $717,565.37 | $1.1M | $377,491.45 | 52.61% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 12,730 | $834,523.74 | $1.2M | $368,970.46 | 44.21% |
Holly Skipper Verum Partners LLC | 21,227 | $1.23M | $2.01M | $778,170.98 | 63.34% |
Christopher Casanega Sharper & Granite LLC | 5,736 | $351,091.2 | $542,281.44 | $191,190.24 | 54.46% |
Patrick D. Hayes Canopy Partners LLC | 16,185 | $1.05M | $1.53M | $479,237.9 | 45.6% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 23,791 | $1.43M | $2.25M | $821,982.05 | 57.59% |
| BP Brett Pohl Kingdom Financial Group LLC | 404 | $35,046.29 | $39,325.36 | $4,279.07 | 12.21% |
Stephen Smith Kestra Investment Management LLC | 6,162 | $545,492.45 | $582,555.48 | $37,063.03 | 6.79% |
Timothy J. Videnka Forza Wealth Management LLC | 2,344 | $193,567.5 | $221,601.76 | $28,034.26 | 14.48% |
Kevin Gray Lodestar Private Asset Management LLC | 409,902 | $31.2M | $38.75M | $7.55M | 24.21% |
Amy Ardeel Icon Wealth Advisors LLC | 8,426 | $585,679.8 | $796,594.04 | $210,914.24 | 36.01% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 14,103 | $952,374.83 | $1.33M | $380,922.79 | 40% |
Dean Pelos Commonwealth Retirement Investments LLC | 2,441 | $201,577.8 | $230,772.14 | $29,194.34 | 14.48% |
Andy Peters Goldstein Advisors LLC | 168,051 | $11.02M | $15.89M | $4.87M | 44.23% |
Bepin Serraj Richard W. Paul & Associates LLC | 3 | $241.67 | $292.02 | $50.35 | 20.83% |
Jeffrey Hanson Breakwater Capital Group | 14,749 | $999,110.25 | $1.39M | $395,260.21 | 39.56% |