| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,563 | $414,337.21 | $482,216.42 | $67,879.21 | 16.38% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 35,906 | $1.84M | $2.66M | $812,469.23 | 44.09% |
| RR rosemary richard WCG Wealth Advisors LLC | 86,428 | $5.78M | $6.34M | $563,088.26 | 9.74% |
| YA Yinka Akinsola Blue Trust Inc. | 462 | $26,504.8 | $33,948.45 | $7,443.65 | 28.08% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 46,766 | $2.13M | $3.43M | $1.3M | 61.17% |
Jeff Ameen Spire Wealth Management | 2,113 | $102,464.04 | $156,256.35 | $53,792.31 | 52.5% |
| TCL Therese C.D. Linden Bank of New Hampshire | 368 | $21,980.64 | $27,055.36 | $5,074.72 | 23.09% |
Kimberly Cappellano Private Wealth Asset Management LLC | 867 | $49,970.13 | $63,806.86 | $13,836.73 | 27.69% |
| EW Enzi Wealth Enzi Wealth | 183,499 | $9.25M | $13.57M | $4.32M | 46.67% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,402 | $77,166.08 | $103,320.39 | $26,154.31 | 33.89% |
Matthew Liebman Amplius Wealth Advisors LLC | 685,861 | $34.33M | $50.55M | $16.22M | 47.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 33,387 | $2.05M | $2.46M | $413,650.82 | 20.19% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,120 | $127,624 | $156,233.4 | $28,609.4 | 22.42% |
| JB Joel Blattner Avaii Wealth Management LLC | 20,325 | $1.1M | $1.5M | $394,019.83 | 35.7% |
Candace Cavalier Congress Wealth Management LLC / DE / | 15,971 | $947,666.49 | $1.18M | $229,316.35 | 24.2% |
Joshua Moeller Hill Island Financial LLC | 16,964 | $1.02M | $1.25M | $230,031.84 | 22.52% |
| WTM W. Travis McKinney HB Wealth Management LLC | 9,977 | $521,728.24 | $737,549.72 | $215,821.48 | 41.37% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 676,992 | $42.73M | $49.83M | $7.1M | 16.6% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 14,775 | $868,212.1 | $1.09M | $219,301.77 | 25.26% |
Marc H. Stone Tyler-Stone Wealth Management | 11,934 | $686,336.44 | $882,220.95 | $195,884.51 | 28.54% |