| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 149,377 | $4.51M | $5.21M | $703,129.16 | 15.58% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 44,516 | $1.43M | $1.55M | $120,860.94 | 8.43% |
Brian Clay Clay Northam Wealth Management LLC | 24,025 | $754,464.75 | $832,226 | $77,761.25 | 10.31% |
| PJ Parker Johnson Cooper Capital Advisors LLC | 313,933 | $9.3M | $10.91M | $1.61M | 17.36% |
| GZ Gregg Zeoli Empire Financial Management Company LLC | 8,000 | $243,989 | $278,440 | $34,451 | 14.12% |
| CWL Channel Wealth LLC Channel Wealth LLC | 550,775 | $15.72M | $19.17M | $3.45M | 21.95% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 391,897 | $11.76M | $13.61M | $1.85M | 15.72% |
| IAL IFC Advisors LLC IFC Advisors LLC | 488,245 | $15.72M | $16.91M | $1.2M | 7.61% |
| DN Daniel Newman Noble Wealth Management PBC | 76,850 | $2.34M | $2.66M | $319,285.44 | 13.62% |
Michael Behner Nautilus Advisors LLC | 30,339 | $921,530.44 | $1.05M | $129,715.91 | 14.08% |