| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 192,065 | $1.65M | $2.78M | $1.13M | 68.53% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 10,153 | $144,984.84 | $147,066.2 | $2,081.36 | 1.44% |
| PIL PFG Investments LLC PFG Investments LLC | 57,406 | $730,236.83 | $831,812.94 | $101,576.11 | 13.91% |
| KB Kyle Bubeck TrueMark Investments LLC | 60,973 | $760,283.68 | $882,273.21 | $121,989.53 | 16.05% |
Megan J. Lottier Rockwood Wealth Management, LLC | 11,776 | $123,534.46 | $171,340.8 | $47,806.34 | 38.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 27,106 | $346,269.29 | $396,289.72 | $50,020.43 | 14.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,552 | $112,271.26 | $167,041.92 | $54,770.66 | 48.78% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.33M | $14.59M | $19.39M | $4.8M | 32.9% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 10,000 | $87,799.91 | $145,450 | $57,650.09 | 65.66% |
Chris M. Frantz Catalina Capital Group, LLC | 32,973 | $291,924.02 | $479,757.15 | $187,833.13 | 64.34% |
Kevyn Hill Hilltop National Bank | 380 | $4,704.21 | $5,532.8 | $828.59 | 17.61% |
Argentarii LLC Argentarii, LLC | 31,674 | $402,577 | $461,331.81 | $58,754.81 | 14.59% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 127,245 | $1.62M | $1.85M | $235,041.37 | 14.52% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 21,302 | $234,322 | $311,009.2 | $76,687.2 | 32.73% |
Matthew Riley Hickory Point Bank & Trust | 44,750 | $596,586.48 | $654,245 | $57,658.52 | 9.66% |
| PPH Pure Portfolios Holdings LLC Pure Portfolios Holdings LLC | 33,159 | $374,761.68 | $483,126.63 | $108,364.95 | 28.92% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 76,825 | $1M | $1.12M | $119,084.25 | 11.91% |
Heather Scully NWF Advisory Services Inc. | 303,698 | $3.9M | $4.44M | $547,216.02 | 14.05% |
| RN Ron New Whipplewood Advisors LLC | 22,966 | $292,127.47 | $335,877.75 | $43,750.28 | 14.98% |
| AFI Atala Financial Inc. Atala Financial Inc. | 31,586 | $401,458.3 | $461,945.25 | $60,486.95 | 15.07% |