| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John J. Edwards Breed's Hi LLCapital LLC | 3,526 | $549,942.13 | $903,890.14 | $353,948.01 | 64.36% |
Steve Alexandrowski GEM Asset Management LLC | 2,826 | $488,547.35 | $724,445.13 | $235,897.78 | 48.29% |
Joshua A. Kennon Kennon-Green & Company LLC | 11,153 | $1.97M | $2.84M | $874,554.27 | 44.42% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,986 | $758,354 | $761,220.95 | $2,866.95 | 0.38% |
| DW Donald Windle Windle Wealth LLC | 45,541 | $7.76M | $11.67M | $3.92M | 50.51% |
Matthew C. Jessup Jessup Wealth Management Inc. | 7,589 | $1.19M | $1.95M | $756,669.59 | 63.65% |
Crystal McKeon TSA Wealth Managment LLC | 1,189 | $290,639 | $304,800.16 | $14,161.16 | 4.87% |
Jonathan Seed Seed Wealth Management Inc. | 1,493 | $257,640.25 | $382,730.56 | $125,090.31 | 48.55% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,749 | $292,442.7 | $448,356.17 | $155,913.47 | 53.31% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,595 | $319,501.11 | $408,878.27 | $89,377.16 | 27.97% |
Dean Pelos Commonwealth Retirement Investments LLC | 40,833 | $6.79M | $10.47M | $3.68M | 54.24% |
Andy Peters Goldstein Advisors LLC | 3,947 | $692,810.22 | $1.01M | $319,003.27 | 46.04% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 3,467 | $598,098.85 | $888,765.48 | $290,666.63 | 48.6% |
Robin Sherwood HTG Investment Advisors Inc. | 1,261 | $216,912.55 | $321,466.72 | $104,554.17 | 48.2% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 5,362 | $907,626.88 | $1.37M | $466,921.87 | 51.44% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 2,008 | $509,972 | $514,750.82 | $4,778.82 | 0.94% |
Bepin Serraj Richard W. Paul & Associates LLC | 5,402 | $906,697.65 | $1.4M | $493,662.86 | 54.45% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,950 | $561,050.17 | $756,232.53 | $195,182.36 | 34.79% |
Jeffrey Hanson Breakwater Capital Group | 6,036 | $1.02M | $1.55M | $523,237.74 | 51.09% |
Kyle Kelley Family Capital Management Inc. | 3,699 | $622,914.13 | $948,238.69 | $325,324.56 | 52.23% |