| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Mohr Retireful LLC | 2,097 | $373,380.56 | $382,377.46 | $8,996.9 | 2.41% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,971 | $447,610.86 | $545,757.84 | $98,146.98 | 21.93% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 1,490 | $202,091.89 | $273,608.7 | $71,516.81 | 35.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,311 | $228,913.71 | $238,693.77 | $9,780.06 | 4.27% |
Daniel Guy Ethos Financial Group LLC | 60,029 | $10.5M | $10.98M | $479,292.02 | 4.57% |
Bree Pate Olisti Co. Wealth LLC | 155 | $27,076.83 | $28,379.72 | $1,302.89 | 4.81% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 781,591 | $119.18M | $143.67M | $24.49M | 20.55% |
Kyle Kelley Family Capital Management Inc. | 5,182 | $702,815.93 | $944,315.86 | $241,499.93 | 34.36% |
Jill Batley Gateway Wealth Partners LLC | 5,760 | $1.03M | $1.05M | $27,566.96 | 2.69% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 6,701 | $1.05M | $1.23M | $180,519.89 | 17.15% |
Courtney Holt Compound Planning, Inc. | 3,348 | $553,895.79 | $609,988.86 | $56,093.07 | 10.13% |
Norden Group LLC NORDEN GROUP LLC | 8,455 | $1.43M | $1.55M | $115,749.21 | 8.09% |
Andrew Agosta Prosperity Financial Group, Inc. | 1,546 | $269,947.24 | $283,953.82 | $14,006.58 | 5.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,582 | $261,361.66 | $285,329.52 | $23,967.86 | 9.17% |
Peter David N Soliman Second Line Capital, LLC | 1,873 | $271,673.18 | $343,367.72 | $71,694.54 | 26.39% |
Daniel Dorval DORVAL Corp | 128,408 | $19.24M | $23.37M | $4.13M | 21.46% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,837 | $323,333.4 | $336,354.7 | $13,021.3 | 4.03% |
Julie Beswick Advantage Trust Co | 219 | $39,740 | $40,257.67 | $517.67 | 1.3% |
Cody Gehman Stonebridge Financial Group, LLC | 1,366 | $238,628.72 | $250,230.71 | $11,601.99 | 4.86% |
Joshua Stipcich Tidemark, LLC | 33 | $5,743.16 | $6,009.3 | $266.14 | 4.63% |