| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 45,728 | $2.62M | $3.3M | $683,628.99 | 26.1% |
Daniel Ronan Catalyst Financial Partners LLC | 3,680 | $225,778.08 | $265,769.6 | $39,991.52 | 17.71% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,051 | $964,575.07 | $1.23M | $266,848.15 | 27.66% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,835 | $155,243.53 | $211,377.6 | $56,134.07 | 36.16% |
CJ Harrison DecisionPoint Financial LLC | 2 | $127 | $144.44 | $17.44 | 13.73% |
Rodrigo Diaz Plan Group Financial LLC | 167,437 | $10.41M | $12.09M | $1.68M | 16.16% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 688,073 | $33.49M | $51.78M | $18.29M | 54.6% |
Lukas Lindgren Abound Wealth Management | 964 | $55,206 | $69,620.08 | $14,414.08 | 26.11% |
Drew Phillips Fortitude Family Office LLC | 396 | $22,679.03 | $28,599.12 | $5,920.09 | 26.1% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 14,002 | $791,340.92 | $1.01M | $219,883.52 | 27.79% |
Victoria Latham Fiduciary Alliance LLC | 54,787 | $3.15M | $3.96M | $811,416.31 | 25.8% |
Loni Adams Daymark Wealth Partners LLC | 4,345 | $229,830.19 | $313,795.9 | $83,965.71 | 36.53% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 189,710 | $10.15M | $13.7M | $3.55M | 35.01% |
| QS Quentin Stoker Gallacher Capital Management LLC | 33,472 | $1.44M | $2.42M | $974,995.68 | 67.6% |
Scott Register Register Financial Advisors LLC | 1,252 | $90,495 | $90,419.44 | -$75.56 | -0.08% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 3,154 | $227,940 | $227,781.88 | -$158.12 | -0.07% |
Jeffrey Hanson Breakwater Capital Group | 444,100 | $22.33M | $32.07M | $9.74M | 43.61% |
Walter J. West Milestone Asset Management LLC | 18,247 | $1.32M | $1.32M | -$1,139.66 | -0.09% |
Moises Valladares Insigneo Advisory Services LLC | 60,739 | $4.39M | $4.57M | $180,394.75 | 4.11% |
John Canning Mi LLCreek Capital Advisors LLC | 3,505 | $220,372.11 | $253,131.1 | $32,758.99 | 14.87% |