| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 1,311 | $228,913.71 | $243,275.71 | $14,362 | 6.27% |
Daniel Guy Ethos Financial Group LLC | 60,029 | $10.5M | $11.14M | $642,270.75 | 6.12% |
| BP Brett Pohl Kingdom Financial Group LLC | 99 | $17,704 | $18,398.65 | $694.65 | 3.92% |
Bree Pate Olisti Co. Wealth LLC | 57 | $10,007 | $10,617.1 | $610.1 | 6.1% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 639,008 | $93.38M | $117.39M | $24.01M | 25.71% |
Kyle Kelley Family Capital Management Inc. | 5,276 | $715,564.81 | $981,810.84 | $266,246.03 | 37.21% |
Jill Batley Gateway Wealth Partners LLC | 11,312 | $2M | $2.11M | $110,532.96 | 5.54% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 7,918 | $1.22M | $1.47M | $256,568.22 | 21.07% |
Alexandra Stickelman Root Financial Partners, LLC | 134 | $23,889 | $24,920.65 | $1,031.65 | 4.32% |
Courtney Holt Compound Planning, Inc. | 3,364 | $556,539.12 | $625,619.9 | $69,080.78 | 12.41% |
Norden Group LLC NORDEN GROUP LLC | 8,455 | $1.43M | $1.57M | $140,099.61 | 9.79% |
Andrew Agosta Prosperity Financial Group, Inc. | 1,596 | $278,677.75 | $296,536.8 | $17,859.05 | 6.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,986 | $328,106.36 | $369,256.98 | $41,150.62 | 12.54% |
Peter David N Soliman Second Line Capital, LLC | 1,885 | $273,413.36 | $350,233 | $76,819.64 | 28.1% |
Daniel Dorval DORVAL Corp | 126,008 | $18.81M | $23.44M | $4.63M | 24.64% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,361 | $415,332.2 | $439,311.27 | $23,979.07 | 5.77% |
Cody Gehman Stonebridge Financial Group, LLC | 1,358 | $237,234.5 | $252,744.17 | $15,509.67 | 6.54% |
Joshua Stipcich Tidemark, LLC | 33 | $5,743.16 | $6,137.83 | $394.67 | 6.87% |
Michael Herman Apollon Financial, LLC | 5,724 | $1M | $1.06M | $64,231.19 | 6.42% |
Kayla Tweedy JBR Co Financial Management Inc | 7,434 | $1.33M | $1.39M | $58,773.78 | 4.43% |