| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 29,083 | $210,849.53 | $269,890.24 | $59,040.71 | 28% |
William Jollie Quent Capital LLC | 99 | $868.23 | $918.72 | $50.49 | 5.82% |
Dalila Toledo Ascent Group LLC | 13,183 | $115,614.91 | $121,481.34 | $5,866.43 | 5.07% |
Edward Lowndes Angeles Wealth Management LLC | 12,226 | $107,222.02 | $112,907.11 | $5,685.09 | 5.3% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 29,381 | $257,963 | $270,745.91 | $12,782.91 | 4.96% |
| JG John Ginter Callan Family Office LLC | 173,593 | $1.31M | $1.61M | $296,830.09 | 22.66% |
Rachel Faulk Cape Investment Advisory Inc. | 2,390 | $20,984.79 | $22,179.2 | $1,194.41 | 5.69% |
Lukas Lindgren Abound Wealth Management | 33 | $126.59 | $306.07 | $179.48 | 141.78% |
Alex Nunnamaker Schechter Investment Advisors LLC | 20,702 | $81,655.15 | $191,182.97 | $109,527.82 | 134.13% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 19,318 | $122,782.06 | $178,208.55 | $55,426.49 | 45.14% |
| QS Quentin Stoker Gallacher Capital Management LLC | 47,725 | $245,476.23 | $443,603.87 | $198,127.64 | 80.71% |
Patrick D. Hayes Canopy Partners LLC | 18,155 | $109,611.97 | $168,750.72 | $59,138.75 | 53.95% |
Kevin Kroskey True Wealth Design LLC | 5,045 | $41,448.63 | $46,817.6 | $5,368.97 | 12.95% |
Beth Zilka Baron Wealth Management LLC | 29,766 | $227,489.92 | $276,377.31 | $48,887.39 | 21.49% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 21,000 | $100,525.54 | $194,985 | $94,459.46 | 93.97% |
| DD Damir Durkovic Entropy Technologies, LP | 41,273 | $362,377 | $380,330.69 | $17,953.69 | 4.95% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,739 | $15,269 | $16,129.22 | $860.22 | 5.63% |
Jorge Paganin Abacus Wealth Partners, LLC | 43,050 | $360,421.54 | $399,288.75 | $38,867.21 | 10.78% |
Courtney Holt Compound Planning, Inc. | 46,084 | $328,506.48 | $426,507.42 | $98,000.94 | 29.83% |
Thomas Dobbins New Republic Capital, LLC | 11,130 | $93,472.32 | $103,175.1 | $9,702.78 | 10.38% |