| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Low Forte Asset Management LLC | 37,111 | $3.52M | $3.9M | $377,051.01 | 10.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,478 | $411,386.57 | $470,593 | $59,206.43 | 14.39% |
Stephen Kenney Gray Private Wealth LLC | 16,898 | $1.53M | $1.78M | $248,001.41 | 16.23% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 3,660 | $346,858.2 | $383,165.4 | $36,307.2 | 10.47% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 66 | $6,210.85 | $6,935.94 | $725.09 | 11.67% |
Lori Fernicola Castle Wealth Management LLC | 3,619 | $312,840.38 | $380,320.7 | $67,480.32 | 21.57% |
Jeffrey Jones Cypress Financial Planning LLC | 3,467 | $326,736.75 | $364,347.02 | $37,610.27 | 11.51% |
David Hunter Horizons Wealth Management | 129 | $11,865.42 | $13,556.61 | $1,691.19 | 14.25% |
Rachel Faulk Cape Investment Advisory Inc. | 116 | $11,861 | $12,190.44 | $329.44 | 2.78% |
Mariana Coli Dunhill Financial LLC | 5,619 | $535,096.68 | $588,253.11 | $53,156.43 | 9.93% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,240 | $117,520.47 | $130,311.6 | $12,791.13 | 10.88% |
Daniel Guy Ethos Financial Group LLC | 9,176 | $878,602.25 | $964,305.8 | $85,703.55 | 9.75% |
Jessica Thayer Unique Wealth LLC | 91,942 | $8.49M | $9.66M | $1.18M | 13.85% |
Joseph A. Feste KM Capital Management Ltd. | 24,543 | $2.51M | $2.58M | $68,965.53 | 2.75% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 74 | $7,086.24 | $7,776.66 | $690.42 | 9.74% |
Walter J. West Milestone Asset Management LLC | 2,713 | $256,669.42 | $285,109.16 | $28,439.74 | 11.08% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 17,825 | $1.63M | $1.87M | $247,711.31 | 15.24% |
Hannah Rae Leone Foundation Wealth Management LLC | 15,201 | $1.31M | $1.6M | $284,522.69 | 21.67% |
Benjamin Cannon Tillman Hartley LLC | 3,175 | $308,228.91 | $331,422.37 | $23,193.46 | 7.52% |
Johnathan Kasting DDFG Inc. | 177,778 | $17.64M | $18.68M | $1.04M | 5.89% |