| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 8,885 | $1.63M | $1.91M | $282,318.7 | 17.32% |
| TC Trent Curry bLong Financial LLC | 3,794 | $439,043.17 | $816,544.68 | $377,501.51 | 85.98% |
David Hunter Horizons Wealth Management | 81 | $7,844.11 | $17,432.82 | $9,588.71 | 122.24% |
Anita Woodhouse V-Square Quantitative Management LLC | 4,614 | $849,687.18 | $993,025.08 | $143,337.9 | 16.87% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 385,770 | $40.66M | $83.03M | $42.37M | 104.2% |
Rachel Faulk Cape Investment Advisory Inc. | 2,880 | $489,165.32 | $640,252.8 | $151,087.48 | 30.89% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 10,656 | $1.07M | $2.29M | $1.22M | 113.69% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 180 | $22,826.62 | $40,096.8 | $17,270.18 | 75.66% |
Vyoma Patel Strata Wealth Advisors LLC | 1,365 | $231,345.86 | $303,466.8 | $72,120.94 | 31.17% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 1,402 | $270,445.8 | $301,738.44 | $31,292.64 | 11.57% |
Mariana Coli Dunhill Financial LLC | 3,295 | $510,544.61 | $734,719.1 | $224,174.49 | 43.91% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 3,830 | $726,665.9 | $851,447.3 | $124,781.4 | 17.17% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 860 | $157,724.19 | $185,089.2 | $27,365.01 | 17.35% |
Lukas Lindgren Abound Wealth Management | 1,672 | $235,751.02 | $359,847.84 | $124,096.82 | 52.64% |
Drew Phillips Fortitude Family Office LLC | 3,786 | $524,088.08 | $814,822.92 | $290,734.84 | 55.47% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,467 | $144,188.95 | $315,727.74 | $171,538.79 | 118.97% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,100 | $201,740 | $236,742 | $35,002 | 17.35% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 61,396 | $10.08M | $13.21M | $3.13M | 31.06% |
Jill Grimes Centurion Wealth Management LLC | 2,001 | $310,425.07 | $430,655.22 | $120,230.15 | 38.73% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,647 | $726,345.15 | $1.65M | $919,442.19 | 126.58% |