| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 1,500 | $220,980 | $314,264.98 | $93,284.98 | 42.21% |
Paul Elam Oak Harbor Wealth Partners LLC | 7,613 | $877,271.95 | $1.59M | $710,342.99 | 80.97% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,143 | $236,566.71 | $247,528.08 | $10,961.37 | 4.63% |
Stephen Dunnaway Brown Shipley& Co Ltd | 10,650 | $1.04M | $2.23M | $1.19M | 113.95% |
Dalila Toledo Ascent Group LLC | 5,491 | $658,341.81 | $1.15M | $492,077.6 | 74.75% |
| EM Erin Mccann Simplicity Wealth LLC | 3,497 | $501,853.8 | $729,264.35 | $227,410.55 | 45.31% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,954 | $555,682.64 | $828,402.5 | $272,719.86 | 49.08% |
David K. Balsdon Harvest Portfolios Group Inc. | 227,429 | $35.07M | $48.55M | $13.48M | 38.45% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,026 | $277,702.79 | $424,467.24 | $146,764.45 | 52.85% |
Sean Murray Quantum Financial Advisors LLC | 3,156 | $510,577.68 | $661,213.53 | $150,635.85 | 29.5% |
Kevin Zemann WealthPlan Investment Management LLC | 1,445 | $249,011.47 | $302,741.94 | $53,730.47 | 21.58% |
Benjamin Cauley Carr Financial Group Corp. | 2,014 | $203,676 | $419,999.54 | $216,323.54 | 106.21% |
| TL Tradewinds LLC Tradewinds LLC | 27,622 | $5.21M | $5.98M | $771,025.42 | 14.8% |
| JG John Ginter Callan Family Office LLC | 4,899 | $714,971.8 | $1.03M | $317,688.36 | 44.43% |
Craig Middaugh Coleford Investment Management Ltd. | 193,278 | $23.41M | $41.26M | $17.85M | 76.23% |
Anu Prabhu Altrius Capital Management Inc. | 66,441 | $6.98M | $14.18M | $7.21M | 103.35% |
Junaid Subhan Sagard Holdings Management Inc. | 2,752 | $362,657 | $576,571.49 | $213,914.49 | 58.99% |
Rachel Faulk Cape Investment Advisory Inc. | 23 | $4,760 | $4,796.42 | $36.42 | 0.77% |
Mariana Coli Dunhill Financial LLC | 4 | $593 | $844.32 | $251.32 | 42.38% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 86 | $14,662 | $18,017.86 | $3,355.86 | 22.89% |