| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 55,230 | $144,701.01 | $302,108.1 | $157,407.09 | 108.78% |
Lukas Lindgren Abound Wealth Management | 610 | $3,233.42 | $3,339.75 | $106.33 | 3.29% |
Drew Phillips Fortitude Family Office LLC | 1,276 | $3,049.27 | $6,979.72 | $3,930.45 | 128.9% |
Matthew Zienty Cardinal Point Capital Management ULC | 24,987 | $145,676 | $137,428.5 | -$8,247.5 | -5.66% |
Jill Grimes Centurion Wealth Management LLC | 19,837 | $49,149.83 | $109,103.5 | $59,953.67 | 121.98% |
Alex Nunnamaker Schechter Investment Advisors LLC | 41,494 | $103,832.25 | $227,594.59 | $123,762.34 | 119.19% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 49,961 | $154,130.93 | $273,286.67 | $119,155.74 | 77.31% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 10,657 | $34,630.34 | $58,293.79 | $23,663.45 | 68.33% |
Jeffrey D. Munjack JDM Financial Group LLC | 2,017 | $10,145.51 | $11,073.33 | $927.82 | 9.15% |
| QS Quentin Stoker Gallacher Capital Management LLC | 107,239 | $273,570.26 | $590,350.69 | $316,780.43 | 115.79% |
Sue Oleari Trifecta Capital Advisors LLC | 270 | $1,575 | $1,475.55 | -$99.45 | -6.31% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 16,197 | $94,363.33 | $88,597.59 | -$5,765.74 | -6.11% |
Jeffrey Hanson Breakwater Capital Group | 20,936 | $53,658.06 | $114,938.64 | $61,280.58 | 114.21% |
Darren Tapley New England Capital Financial Advisors LLC | 1,319 | $5,606 | $7,221.52 | $1,615.52 | 28.82% |
Moises Valladares Insigneo Advisory Services LLC | 13,716 | $63,511.88 | $75,026.52 | $11,514.64 | 18.13% |
Kevin Kroskey True Wealth Design LLC | 9,478 | $44,948.66 | $51,844.66 | $6,896 | 15.34% |
Jill Batley Gateway Wealth Partners LLC | 15,785 | $79,398.02 | $86,343.95 | $6,945.93 | 8.75% |
Beth Zilka Baron Wealth Management LLC | 17,301 | $87,607.11 | $95,068.99 | $7,461.88 | 8.52% |
| PIL PFG Investments LLC PFG Investments LLC | 12,603 | $38,321.84 | $69,253.48 | $30,931.64 | 80.72% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 33,695 | $193,746.25 | $187,007.25 | -$6,739 | -3.48% |