| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 52 | $2,268.57 | $3,039.4 | $770.83 | 33.98% |
April Lamb Sovereign Investment Advisors LLC | 373,955 | $5.96M | $22.24M | $16.28M | 273.31% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 4,622 | $244,068.57 | $270,155.9 | $26,087.33 | 10.69% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,733 | $322,939.89 | $335,093.85 | $12,153.96 | 3.76% |
Michael Hackman HFG Advisors Inc. | 5,550 | $293,110.5 | $326,617.5 | $33,507 | 11.43% |
W. Travis McKinney HB Wealth Management LLC | 22,266 | $939,194 | $1.3M | $362,253.7 | 38.57% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 7,500 | $351,235 | $438,375 | $87,140 | 24.81% |
Allison Tronnes Forum Financial Management LP | 62,292 | $3.33M | $3.64M | $314,517.88 | 9.46% |
William Jollie Quent Capital LLC | 846 | $42,257.7 | $49,787.1 | $7,529.4 | 17.82% |
Dalila Toledo Ascent Group LLC | 3,650 | $208,305.5 | $213,342.5 | $5,037 | 2.42% |
Nicole Goff Retirement Solution LLC | 10,101 | $568,989.33 | $592,928.7 | $23,939.37 | 4.21% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,745 | $391,876.27 | $452,695.25 | $60,818.98 | 15.52% |
Timothy Gerlach Novem Group | 20,000 | $974,322.89 | $1.17M | $194,677.11 | 19.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,893 | $322,179.63 | $402,895.85 | $80,716.22 | 25.05% |
Jeffrey Gilbert Balboa Wealth Partners | 3,721 | $198,589.77 | $219,055.27 | $20,465.5 | 10.31% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,173 | $116,121.01 | $127,011.85 | $10,890.84 | 9.38% |
Rodrigo Diaz Plan Group Financial LLC | 3,674 | $209,675 | $214,745.3 | $5,070.3 | 2.42% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 3,713 | $209,153.29 | $218,584.31 | $9,431.02 | 4.51% |
Rachel Faulk Cape Investment Advisory Inc. | 200 | $11,266 | $11,858 | $592 | 5.25% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4,887 | $236,954.15 | $285,645.15 | $48,691 | 20.55% |