| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 9,863 | $252,329.88 | $390,130.96 | $137,801.08 | 54.61% |
Rodrigo Diaz Plan Group Financial LLC | 50,600 | $1.55M | $2.01M | $454,501 | 29.31% |
Rachel Faulk Cape Investment Advisory Inc. | 30 | $1,147 | $1,192.2 | $45.2 | 3.94% |
Peter Joers Avos Capital Management LLC | 149,878 | $4.18M | $5.93M | $1.74M | 41.68% |
Mariana Coli Dunhill Financial LLC | 2,550 | $111,863.94 | $101,337 | -$10,526.94 | -9.41% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 539 | $22,142 | $21,328.23 | -$813.77 | -3.68% |
Lukas Lindgren Abound Wealth Management | 209 | $9,326 | $8,292.07 | -$1,033.93 | -11.09% |
Matthew Zienty Cardinal Point Capital Management ULC | 10,892 | $400,934.52 | $425,114.75 | $24,180.23 | 6.03% |
Jill Grimes Centurion Wealth Management LLC | 93,145 | $3.43M | $3.69M | $258,223.75 | 7.52% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 24,869 | $478,401.63 | $988,294.06 | $509,892.43 | 106.58% |
Daniel Guy Ethos Financial Group LLC | 1.02M | $22.24M | $39.98M | $17.74M | 79.76% |
Victoria Latham Fiduciary Alliance LLC | 173,198 | $4.32M | $6.76M | $2.44M | 56.42% |
Michael Snyder Beaumont Financial Advisors LLC | 16,175 | $292,347.78 | $631,310.23 | $338,962.45 | 115.94% |
Andy Peters Goldstein Advisors LLC | 10,119 | $392,700.6 | $402,129.06 | $9,428.46 | 2.4% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 13,018 | $326,101 | $515,903.34 | $189,802.34 | 58.2% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 412 | $16,924.97 | $16,080.36 | -$844.61 | -4.99% |
Darren Tapley New England Capital Financial Advisors LLC | 413 | $13,027 | $16,119.39 | $3,092.39 | 23.74% |
Michael Radoff LGT Financial Advisors LLC | 4,000 | $70,760 | $158,520 | $87,760 | 124.02% |
Robert Hackenberg Northeast Financial Group Inc. | 9,670 | $202,730.73 | $382,303.45 | $179,572.72 | 88.58% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,345 | $104,634 | $92,733.02 | -$11,900.98 | -11.37% |