| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Kurth PCG Wealth Advisors LLC | 40,104 | $1.29M | $2M | $707,724.34 | 54.92% |
Nicholas Shaheen FSA Advisors Inc. | 11,844 | $525,992.04 | $583,080.12 | $57,088.08 | 10.85% |
Sam Sweitzer Anson Capital Inc. | 6,733 | $241,723.57 | $332,610.2 | $90,886.63 | 37.6% |
Andrew Miller OLIO Financial Planning | 7,781 | $253,108.64 | $383,797.82 | $130,689.18 | 51.63% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 52,840 | $1.57M | $2.6M | $1.03M | 65.39% |
Nabeed Zaman Eagle Strategies LLC | 35,688 | $1.27M | $1.76M | $485,523.62 | 38.19% |
| JE John Ervin Ervin Investment Management LLC | 120,510 | $4.38M | $5.94M | $1.56M | 35.69% |
Arlie W. Green Fortress Wealth Management Inc. | 7,000 | $250,880 | $345,800 | $94,920 | 37.83% |
Amir Ali Monsefi Aire Advisors LLC | 184,448 | $5.39M | $9.18M | $3.8M | 70.45% |
Jason Whitby Stone Summit Wealth LLC | 15,548 | $574,075.51 | $765,428.04 | $191,352.53 | 33.33% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 16,870 | $581,371.82 | $831,691 | $250,319.18 | 43.06% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 17,514 | $520,225.13 | $862,214.22 | $341,989.09 | 65.74% |
David Mailloux WealthCare Investment Partners LLC | 24,811 | $821,480.18 | $1.24M | $413,611.4 | 50.35% |
Timothy Carne SFG Wealth Management LLC | 23,258 | $992,598.92 | $1.15M | $158,788.37 | 16% |
Clint Dunn Beaird Harris Wealth Management LLC | 697 | $28,517.61 | $34,180.88 | $5,663.27 | 19.86% |
Jennifer Carlson Gould Capital LLC | 2,765 | $126,487.69 | $136,120.95 | $9,633.26 | 7.62% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 278,664 | $8.98M | $13.8M | $4.82M | 53.72% |
David B. Short Investments & Financial Planning LLC | 8,231 | $299,810.02 | $405,664.83 | $105,854.81 | 35.31% |
Penny A. Phillips Journey Strategic Wealth LLC | 7,171 | $269,342.76 | $353,566.15 | $84,223.39 | 31.27% |
Joshua Ryder Taff New Perspectives Inc. | 5,990 | $216,420.53 | $294,887.7 | $78,467.17 | 36.26% |