| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 62,118 | $10.28M | $12.76M | $2.48M | 24.14% |
Sara S. Alexander Sonora Investment Management Group LLC | 17,646 | $1.57M | $3.63M | $2.06M | 131.35% |
Amir Ali Monsefi Aire Advisors LLC | 35,000 | $2.93M | $7.25M | $4.32M | 147.34% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,457 | $240,608.98 | $299,326.08 | $58,717.1 | 24.4% |
Ana-Maria Ignat Covestor Ltd | 102 | $17,019.08 | $21,216 | $4,196.92 | 24.66% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,109 | $214,292.07 | $237,636.52 | $23,344.45 | 10.89% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 5,818 | $519,431.04 | $1.21M | $690,712.96 | 132.97% |
W. Travis McKinney HB Wealth Management LLC | 5,070 | $840,118.27 | $1.04M | $201,462.53 | 23.98% |
William Jollie Quent Capital LLC | 182 | $30,081.74 | $37,856 | $7,774.26 | 25.84% |
Missy Straw Nilsine Partners LLC | 1,043 | $201,539 | $214,273.92 | $12,734.92 | 6.32% |
Dalila Toledo Ascent Group LLC | 1,237 | $206,121.31 | $254,129.28 | $48,007.97 | 23.29% |
Taro Kuriyama Axq Capita LLP | 10,829 | $1.94M | $2.26M | $318,449.17 | 16.42% |
Daniel Ronan Catalyst Financial Partners LLC | 1,208 | $199,812.34 | $248,171.52 | $48,359.18 | 24.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,505 | $469,462.05 | $514,627.2 | $45,165.15 | 9.62% |
Nolan Baker Retirement Guys Formula LLC | 1,240 | $239,605.2 | $254,745.6 | $15,140.4 | 6.32% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 28 | $3,024.56 | $5,752.32 | $2,727.76 | 90.19% |
CJ Harrison DecisionPoint Financial LLC | 2 | $383 | $416.74 | $33.74 | 8.81% |
| JG John Ginter Callan Family Office LLC | 7,498 | $1.39M | $1.56M | $168,988.07 | 12.19% |
| JB Jodi Burnett Invictus Private Wealth LLC | 1,609 | $146,338.43 | $330,552.96 | $184,214.53 | 125.88% |
Albert Moore First National Advisers LLC | 11,328 | $1.9M | $2.33M | $431,889.18 | 22.79% |