| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 4,855 | $320,478.55 | $470,206.75 | $149,728.2 | 46.72% |
William Jollie Quent Capital LLC | 21 | $1,993.53 | $2,123.1 | $129.57 | 6.5% |
Dalila Toledo Ascent Group LLC | 3,725 | $257,063.01 | $360,766.25 | $103,703.24 | 40.34% |
| EM Erin Mccann Simplicity Wealth LLC | 34,238 | $3.25M | $3.48M | $225,286.04 | 6.93% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,300 | $214,567 | $222,755 | $8,188 | 3.82% |
| DW Darren Woolson Asset Allocation Strategies LLC | 3,010 | $242,658.49 | $287,996.8 | $45,338.31 | 18.68% |
Molly Crider Walker Asset Management LLC | 4,866 | $313,419.21 | $471,272.1 | $157,852.89 | 50.36% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,778 | $316,701.01 | $462,749.3 | $146,048.29 | 46.12% |
Timothy Gerlach Novem Group | 11,956 | $1.14M | $1.16M | $22,917.6 | 2.02% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,749 | $275,684.96 | $363,090.65 | $87,405.69 | 31.7% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 9,937 | $734,118.99 | $962,398.45 | $228,279.46 | 31.1% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,387 | $94,335.11 | $134,330.95 | $39,995.84 | 42.4% |
| JG John Ginter Callan Family Office LLC | 58,492 | $3.94M | $5.96M | $2.02M | 51.35% |
Mark Mowrey Signature Resources Capital Management LLC | 95 | $7,074 | $9,200.75 | $2,126.75 | 30.06% |
Rachel Faulk Cape Investment Advisory Inc. | 339 | $32,179 | $34,411.89 | $2,232.89 | 6.94% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 95 | $7,602.85 | $9,615.9 | $2,013.05 | 26.48% |
Mariana Coli Dunhill Financial LLC | 1,961 | $124,491.36 | $198,276.71 | $73,785.35 | 59.27% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 194 | $15,526 | $18,788.9 | $3,262.9 | 21.02% |
Lukas Lindgren Abound Wealth Management | 164 | $13,054.16 | $15,883.4 | $2,829.24 | 21.67% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,836 | $549,088.06 | $758,916.6 | $209,828.54 | 38.21% |