| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 27 | $2,730.51 | $5,856.3 | $3,125.79 | 114.48% |
Curtis Burkholder Bare Financial Services, Inc | 179 | $24,551.1 | $38,898.49 | $14,347.39 | 58.44% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,753 | $447,954.78 | $595,446.37 | $147,491.59 | 32.93% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 71 | $11,488 | $15,394.93 | $3,906.93 | 34.01% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 45 | $7,281 | $9,757.35 | $2,476.35 | 34.01% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,527 | $594,629.03 | $768,427.49 | $173,798.46 | 29.23% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 42,946 | $4.85M | $9.29M | $4.44M | 91.66% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 37 | $6,273.14 | $7,971.28 | $1,698.14 | 27.07% |
Corey Saft Sivia Capital Partners, LLC | 5,540 | $785,232.31 | $1.2M | $413,014.29 | 52.6% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 3,557 | $371,565.33 | $769,343.53 | $397,778.2 | 107.05% |
Angela Pompian Sunpointe, LLC | 1,494 | $185,654.84 | $323,137.26 | $137,482.42 | 74.05% |
Michael Koch Counterweight Ventures, LLC | 35,227 | $3.56M | $7.62M | $4.06M | 113.87% |
Cornelius T. McDonald III Wealth Group, Ltd. | 3,943 | $482,545.65 | $852,831.47 | $370,285.82 | 76.74% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 17,245 | $1.77M | $3.72M | $1.94M | 109.47% |
Michael Bailey MGB Wealth Management, LLC | 2,908 | $294,699.96 | $626,499.52 | $331,799.56 | 112.59% |
Douglas E. Morisoli Fairman Group, LLC | 65 | $9,575.65 | $14,003.6 | $4,427.95 | 46.24% |
Mary Throop Summerhill Capital Management lnc. | 57,207 | $5.97M | $12.32M | $6.36M | 106.52% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 2,629 | $441,657.58 | $568,363.51 | $126,705.93 | 28.69% |
Jean-Francois Gonnet Sienna Gestion | 88,945 | $14.28M | $19.23M | $4.95M | 34.65% |
Kevyn Hill Hilltop National Bank | 6,196 | $625,052.28 | $1.34M | $716,319.76 | 114.6% |