| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 251,006 | $8.76M | $10.79M | $2.03M | 23.19% |
Angela Cox W Advisors LLC | 25,230 | $906,813.2 | $1.08M | $176,184.55 | 19.43% |
| VC Vito Collacuro Sutton Place Investors LLC | 30,467 | $1.09M | $1.31M | $219,731.47 | 20.19% |
Mark Mowrey Signature Resources Capital Management LLC | 124 | $4,781 | $5,255.12 | $474.12 | 9.92% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 135,165 | $4.83M | $5.81M | $980,693.68 | 20.31% |
| FIL FWG Investments LLC FWG Investments LLC | 18,921 | $689,188.45 | $813,319.18 | $124,130.73 | 18.01% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 22,155 | $803,988.28 | $952,332.67 | $148,344.39 | 18.45% |
Jill Grimes Centurion Wealth Management LLC | 65,234 | $2.35M | $2.8M | $457,800.65 | 19.52% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 64,472 | $2.3M | $2.78M | $477,009.08 | 20.72% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,787 | $146,019.37 | $162,670.58 | $16,651.21 | 11.4% |
| SS Stephen Smith Kestra Investment Management LLC | 6,010 | $217,673 | $258,159.55 | $40,486.55 | 18.6% |
| SR Scott Register Register Financial Advisors LLC | 37 | $1,595 | $1,593.22 | -$1.78 | -0.11% |
Amy Ardeel Icon Wealth Advisors LLC | 672,284 | $23.78M | $28.84M | $5.05M | 21.25% |
| TT Thaddeus Toal RCS Financial Planning LLC | 12,311 | $456,712.88 | $528,080.34 | $71,367.46 | 15.63% |
Joseph A. Feste KM Capital Management Ltd. | 108,420 | $3.44M | $4.65M | $1.21M | 35.36% |
Crystal McKeon TSA Wealth Managment LLC | 176,770 | $6.28M | $7.58M | $1.31M | 20.82% |
| DP Dean Pelos Commonwealth Retirement Investments LLC | 51,453 | $1.85M | $2.21M | $352,386.09 | 19% |
Andy Peters Goldstein Advisors LLC | 897,320 | $32.65M | $38.49M | $5.84M | 17.87% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 23,423 | $833,605.1 | $1M | $171,124.48 | 20.53% |
| MRP Michael R. Panico Arcadia Wealth Management LLC | 14,335 | $485,736.43 | $614,899.82 | $129,163.39 | 26.59% |