| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Zilka Baron Wealth Management LLC | 11,563 | $1.99M | $2.94M | $949,428.52 | 47.79% |
Pavin White 25 LLC | 984 | $240,566.02 | $249,719.52 | $9,153.5 | 3.8% |
| FFM Flagstone Financial Management Flagstone Financial Management | 1,906 | $375,867.31 | $483,761.86 | $107,894.55 | 28.71% |
Lison Couture iA Global Asset Management Inc. | 346,960 | $56.97M | $88.1M | $31.13M | 54.65% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 4,317 | $817,804.03 | $1.1M | $278,325.44 | 34.03% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 2,807 | $435,085 | $712,725.37 | $277,640.37 | 63.81% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 823 | $209,018 | $204,606.03 | -$4,411.97 | -2.11% |
Andrew Brady Brady Family Wealth LLC | 27,004 | $4.72M | $6.86M | $2.14M | 45.44% |
Gregg Zeoli Empire Financial Management Company LLC | 2,082 | $321,514.54 | $528,640.62 | $207,126.08 | 64.42% |
Amber Anderson Aspen Wealth Strategies LLC | 1,558 | $267,549.95 | $394,547.92 | $126,997.97 | 47.47% |
Matthew T. Miler MilWealth Group LLC | 50 | $7,199.28 | $12,689 | $5,489.72 | 76.25% |
| PIL PFG Investments LLC PFG Investments LLC | 101,254 | $16.21M | $25.61M | $9.4M | 57.96% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,994 | $304,596.27 | $506,087.17 | $201,490.9 | 66.15% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 1,803 | $396,487.24 | $457,799.73 | $61,312.49 | 15.46% |
| JMD John Michael Dodds Dodds Wealth LLC | 2,802 | $463,010.22 | $718,306.71 | $255,296.49 | 55.14% |
Jackson O'Connor O'Connor Financial Group LLC | 796 | $202,160 | $203,230.74 | $1,070.74 | 0.53% |
| AW Ariel Weisbard Values Added Financial LLC | 1,815 | $310,903.28 | $460,846.65 | $149,943.37 | 48.23% |
Michael Yoder Yoder Wealth Management Inc. | 1,141 | $212,963.51 | $289,711.31 | $76,747.8 | 36.04% |
Andy Warning Resolute Wealth Strategies LLC | 2,880 | $482,655 | $731,260.8 | $248,605.8 | 51.51% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 245 | $45,427.95 | $60,909.45 | $15,481.5 | 34.08% |