| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Schurmann Summit Investment Advisory Services LLC | 115,622 | $9.34M | $10.75M | $1.41M | 15.13% |
Jaimie Palmer Beacon Capital Management LLC | 4,464 | $265,002.05 | $416,513.52 | $151,511.47 | 57.17% |
Adam Grossman Mayport LLC | 2,745 | $217,019.7 | $256,081.05 | $39,061.35 | 18% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 21,583 | $1.62M | $2.01M | $389,139.99 | 24.05% |
Timothy Gerlach Novem Group | 21,499 | $1.58M | $1.99M | $405,943.46 | 25.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,194 | $1.24M | $2.16M | $918,052.87 | 73.77% |
Lincoln Bach Delap Wealth Advisory LLC | 79,686 | $5.97M | $7.35M | $1.38M | 23.14% |
| LV Leah Vaden Redwood Financial Network Corp. | 127,459 | $7.4M | $11.86M | $4.46M | 60.2% |
Ryan Cahill Cahill Wealth Management LLC | 26,335 | $1.54M | $2.45M | $909,328.31 | 59.05% |
Eric Dahm Range Financial Group LLC | 3,567 | $249,334.97 | $331,802.34 | $82,467.37 | 33.07% |
Jeffrey Gilbert Balboa Wealth Partners | 4,000 | $299,560 | $368,980 | $69,420 | 23.17% |
Edward Lowndes Angeles Wealth Management LLC | 2,576 | $212,520 | $237,893.6 | $25,373.6 | 11.94% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 22,694 | $1.06M | $2.11M | $1.06M | 99.84% |
Kevin Zemann WealthPlan Investment Management LLC | 24,486 | $1.76M | $2.28M | $522,139.62 | 29.65% |
Vito Collacuro Sutton Place Investors LLC | 15,099 | $897,777.97 | $1.41M | $508,995.86 | 56.7% |
| TD Teresa Douberly Ridgeline Wealth LLC | 5,258 | $376,392.5 | $488,836.26 | $112,443.76 | 29.87% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 23,421 | $1.62M | $2.18M | $552,538.07 | 34.01% |
Mark Mowrey Signature Resources Capital Management LLC | 6 | $474 | $553.32 | $79.32 | 16.73% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 2,614 | $152,797.64 | $243,206.56 | $90,408.92 | 59.17% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 18,329 | $1.33M | $1.71M | $372,930.41 | 27.95% |