| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 9,731 | $679,616.71 | $816,430.9 | $136,814.19 | 20.13% |
Mark Perrault Intergy Private Wealth LLC | 19,656 | $958,894.17 | $1.65M | $690,244.23 | 71.98% |
Taylor Fairman Eagle Rock Investment Company LLC | 3,801 | $243,142.83 | $318,903.9 | $75,761.07 | 31.16% |
Allison Tronnes Forum Financial Management LP | 8,727 | $514,718.46 | $732,195.3 | $217,476.84 | 42.25% |
William Jollie Quent Capital LLC | 67,573 | $4.59M | $5.87M | $1.28M | 27.9% |
Dalila Toledo Ascent Group LLC | 8,050 | $511,416.5 | $675,395 | $163,978.5 | 32.06% |
| EM Erin Mccann Simplicity Wealth LLC | 5,273 | $383,241.64 | $442,404.7 | $59,163.06 | 15.44% |
Michael Byun SageView Advisory Group LLC | 21,240 | $1.32M | $1.84M | $521,900.24 | 39.49% |
Kristen Williams Athena Investment Management | 7,380 | $475,122.7 | $619,182 | $144,059.3 | 30.32% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 96 | $6,098.88 | $8,054.4 | $1,955.52 | 32.06% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 13,967 | $837,759.26 | $1.17M | $334,072.04 | 39.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,324 | $617,417.01 | $950,083.6 | $332,666.59 | 53.88% |
Ryan Cahill Cahill Wealth Management LLC | 12,979 | $859,354.18 | $1.09M | $229,583.92 | 26.72% |
Edward Lowndes Angeles Wealth Management LLC | 463 | $32,774.59 | $38,845.7 | $6,071.11 | 18.52% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 6,426 | $467,041.68 | $557,776.8 | $90,735.12 | 19.43% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 22 | $1,710.4 | $1,845.8 | $135.4 | 7.92% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 101,101 | $6.55M | $8.48M | $1.93M | 29.51% |
| JG John Ginter Callan Family Office LLC | 9,413 | $764,553.56 | $810,741.69 | $46,188.13 | 6.04% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 239,967 | $15.91M | $20.13M | $4.23M | 26.57% |
Rachel Faulk Cape Investment Advisory Inc. | 3 | $247 | $251.7 | $4.7 | 1.9% |