| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 164 | $2,570.95 | $4,049.16 | $1,478.21 | 57.5% |
James Langer Redmont Wealth Advisors LLC | 540 | $8,159.4 | $13,389.3 | $5,229.9 | 64.1% |
W. Travis McKinney HB Wealth Management LLC | 51,663 | $831,635.28 | $1.28M | $447,540.6 | 53.81% |
Mark Perrault Intergy Private Wealth LLC | 12,216 | $194,972.06 | $302,346 | $107,373.94 | 55.07% |
William Jollie Quent Capital LLC | 150 | $3,556.5 | $3,714 | $157.5 | 4.43% |
Dalila Toledo Ascent Group LLC | 17,432 | $300,516.2 | $429,698.8 | $129,182.6 | 42.99% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 10,496 | $251,967.22 | $259,880.96 | $7,913.74 | 3.14% |
Edward Lowndes Angeles Wealth Management LLC | 11,349 | $227,877.03 | $280,206.81 | $52,329.78 | 22.96% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 32,905 | $496,931.1 | $811,601.82 | $314,670.72 | 63.32% |
| JG John Ginter Callan Family Office LLC | 266,254 | $4.22M | $6.58M | $2.36M | 56.05% |
Anita Woodhouse V-Square Quantitative Management LLC | 8,709 | $173,504.46 | $215,634.84 | $42,130.38 | 24.28% |
Rachel Faulk Cape Investment Advisory Inc. | 3,725 | $87,835.48 | $92,231 | $4,395.52 | 5% |
Lukas Lindgren Abound Wealth Management | 45 | $387.08 | $1,112.85 | $725.77 | 187.5% |
Alex Nunnamaker Schechter Investment Advisors LLC | 26,563 | $189,040.61 | $655,840.47 | $466,799.86 | 246.93% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 23,514 | $249,207.08 | $579,972.81 | $330,765.73 | 132.73% |
| QS Quentin Stoker Gallacher Capital Management LLC | 19,713 | $215,879.4 | $489,079.53 | $273,200.13 | 126.55% |
Patrick D. Hayes Canopy Partners LLC | 14,626 | $191,075.83 | $362,871.06 | $171,795.23 | 89.91% |
Sue Oleari Trifecta Capital Advisors LLC | 106 | $2,500 | $2,615.02 | $115.02 | 4.6% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 13,845 | $292,736.78 | $342,802.2 | $50,065.42 | 17.1% |
Ashley Buboltz Moran Wealth Management LLC | 336,966 | $4.33M | $8.31M | $3.98M | 91.84% |