| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Colby Wealth Group Ltd | 61,200 | $19.88M | $23.43M | $3.55M | 17.86% |
Chandler te Velde Maia Wealth LLC | 1,320 | $365,124.5 | $504,504 | $139,379.5 | 38.17% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,038 | $349,483.78 | $395,161.41 | $45,677.63 | 13.07% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,171 | $2.21M | $2.72M | $507,757.83 | 22.95% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,666 | $819,711.77 | $1.39M | $574,504.69 | 70.09% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 14,309 | $3.21M | $5.46M | $2.25M | 70.21% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 94,075 | $24.44M | $36.22M | $11.78M | 48.19% |
Jennifer Lutz Trademark Financial Management, LLC | 2,251 | $721,992.45 | $867,400.34 | $145,407.89 | 20.14% |
| FTM F. Thomas Mosley Mosley Wealth Management | 470 | $157,961.9 | $178,684.6 | $20,722.7 | 13.12% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,483 | $851,597.17 | $942,882 | $91,284.83 | 10.72% |
Seth Hodes Able Wealth Management LLC | 7,392 | $2.38M | $2.87M | $494,954.53 | 20.81% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 856 | $211,783.01 | $329,337.44 | $117,554.43 | 55.51% |
Kyle Jones Pineridge Advisors LLC | 34 | $7,671.98 | $12,940.74 | $5,268.76 | 68.68% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,040 | $1.5M | $1.92M | $421,347.39 | 28.15% |
Stephanie Ternes Wealth Forward, LLC | 59,704 | $14.19M | $22.89M | $8.7M | 61.36% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 2,180 | $486,990.52 | $838,417.1 | $351,426.58 | 72.16% |
Michael Bailey MGB Wealth Management, LLC | 15 | $3,351 | $5,736 | $2,385 | 71.17% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 870 | $207,443 | $333,771.15 | $126,328.15 | 60.9% |
| WL Wealthcollab LLC WealthCollab, LLC | 787 | $175,808 | $302,778.57 | $126,970.57 | 72.22% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 16,065 | $5.2M | $6.18M | $985,073.69 | 18.95% |