| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 7,536 | $268,265.92 | $328,946.4 | $60,680.48 | 22.62% |
Jaimie Palmer Beacon Capital Management LLC | 98,838 | $4.05M | $4.36M | $314,794.93 | 7.77% |
Brian Levy West Wealth Group LLC | 389,756 | $14.17M | $17.13M | $2.96M | 20.85% |
Candice Gilman Sofi Wealth LLC | 2.41M | $87.37M | $106.17M | $18.8M | 21.52% |
Conor Sheridan Sheridan Capital Management LLC | 64,633 | $2.45M | $2.82M | $372,175.75 | 15.2% |
Timothy Gerlach Novem Group | 6,082 | $262,216 | $266,117.91 | $3,901.91 | 1.49% |
Timothy Low Forte Asset Management LLC | 62,772 | $2.72M | $2.76M | $48,929.1 | 1.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 251,006 | $8.76M | $11.08M | $2.32M | 26.53% |
Angela Cox W Advisors LLC | 15,788 | $570,866.84 | $695,540.34 | $124,673.5 | 21.84% |
Vito Collacuro Sutton Place Investors LLC | 19,780 | $707,821.04 | $872,199.1 | $164,378.06 | 23.22% |
Adam Schwallier Schwallier Wealth Management LLC | 95,633 | $4.12M | $4.21M | $88,469.15 | 2.15% |
Mark Mowrey Signature Resources Capital Management LLC | 149 | $5,858.68 | $6,503.85 | $645.17 | 11.01% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 127,796 | $4.57M | $5.63M | $1.06M | 23.27% |
Rachel Faulk Cape Investment Advisory Inc. | 8,449 | $325,361.61 | $372,938.86 | $47,577.25 | 14.62% |
| FIL FWG Investments LLC FWG Investments LLC | 15,708 | $574,872.53 | $693,351.12 | $118,478.59 | 20.61% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 20,028 | $728,309.6 | $882,934.38 | $154,624.78 | 21.23% |
Jill Grimes Centurion Wealth Management LLC | 50,133 | $1.81M | $2.2M | $391,621.71 | 21.66% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 46,088 | $1.68M | $2.03M | $355,978.13 | 21.21% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,651 | $102,217.41 | $115,729.4 | $13,511.99 | 13.22% |
Stephen Smith Kestra Investment Management LLC | 8,316 | $317,082.79 | $363,034.98 | $45,952.19 | 14.49% |