| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Russell Mohberg Regatta Capital Group LLC | 150,617 | $5.37M | $8.08M | $2.71M | 50.42% |
Christopher Warner WARNER FINANCIAL Inc. | 4,761 | $238,002.39 | $246,096.09 | $8,093.7 | 3.4% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,386 | $225,781.12 | $278,402.34 | $52,621.22 | 23.31% |
Rachel Faulk Cape Investment Advisory Inc. | 2,464 | $123,175 | $130,690.56 | $7,515.56 | 6.1% |
Scott Crane Crane Advisory LLC | 4,364 | $218,156.36 | $225,575.16 | $7,418.8 | 3.4% |
| BP Brett Pohl Kingdom Financial Group LLC | 608 | $27,408 | $32,488.05 | $5,080.05 | 18.53% |
Kevin Gray Lodestar Private Asset Management LLC | 8,881 | $393,900.33 | $459,058.89 | $65,158.56 | 16.54% |
Jill Batley Gateway Wealth Partners LLC | 69,561 | $2.86M | $3.6M | $740,142.13 | 25.92% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 18,830 | $830,797.78 | $1.01M | $183,197.72 | 22.05% |
Johnathan Kasting DDFG Inc. | 12,699 | $451,110.19 | $656,411.31 | $205,301.12 | 45.51% |
| PIL PFG Investments LLC PFG Investments LLC | 21,259 | $934,375 | $1.1M | $164,502.71 | 17.61% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 425 | $15,261.75 | $21,968.25 | $6,706.5 | 43.94% |
Brett Pohl Invera Wealth Advisors, LLC | 33,318 | $1.21M | $1.72M | $516,026.04 | 42.78% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 11,212 | $452,963.86 | $601,860.16 | $148,896.3 | 32.87% |
Courtney Holt Compound Planning, Inc. | 6,007 | $263,269.24 | $310,501.83 | $47,232.59 | 17.94% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 34,917 | $1.44M | $1.8M | $364,209.6 | 25.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 46,715 | $2.21M | $2.41M | $199,813.58 | 9.02% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 58,118 | $2.22M | $3M | $787,562.78 | 35.53% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 120,872 | $5.45M | $6.46M | $1.01M | 18.61% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,329 | $289,014.9 | $378,836.01 | $89,821.11 | 31.08% |