| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Fairman Eagle Rock Investment Company LLC | 11,662 | $9.97M | $12.19M | $2.22M | 22.22% |
William Jollie Quent Capital LLC | 334 | $132,001.71 | $349,891.72 | $217,890.01 | 165.07% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 377 | $427,099.53 | $395,359.9 | -$31,739.63 | -7.43% |
Missy Straw Nilsine Partners LLC | 7,664 | $3.39M | $7.98M | $4.59M | 135.4% |
Dalila Toledo Ascent Group LLC | 387 | $306,951.76 | $402,170.4 | $95,218.64 | 31.02% |
| EM Erin Mccann Simplicity Wealth LLC | 356 | $290,575.47 | $368,032.8 | $77,457.33 | 26.66% |
Samuel Miller Kraft, Davis & Associates LLC | 425 | $243,703.5 | $444,227 | $200,523.5 | 82.28% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,301 | $1.67M | $2.4M | $722,317.16 | 43.14% |
David K. Balsdon Harvest Portfolios Group Inc. | 3,661 | $2.62M | $3.85M | $1.23M | 46.95% |
Timothy Gerlach Novem Group | 1,370 | $1.14M | $1.43M | $281,928.81 | 24.64% |
Daniel Ronan Catalyst Financial Partners LLC | 261 | $295,684 | $272,322.18 | -$23,361.82 | -7.9% |
Amanda Hawley Atria Wealth Solutions Inc. | 377 | $290,468.67 | $394,937.66 | $104,468.99 | 35.97% |
Eric Dahm Range Financial Group LLC | 570 | $399,797.16 | $593,717.7 | $193,920.54 | 48.5% |
Sean Murray Quantum Financial Advisors LLC | 435 | $250,233.07 | $455,049.15 | $204,816.08 | 81.85% |
Edward Lowndes Angeles Wealth Management LLC | 248 | $280,956.72 | $257,796 | -$23,160.72 | -8.24% |
Kevin Zemann WealthPlan Investment Management LLC | 226 | $256,033.14 | $233,867.07 | -$22,166.07 | -8.66% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 259 | $293,418.51 | $270,850.54 | -$22,567.97 | -7.69% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 1,358 | $662,595.57 | $1.41M | $751,910.81 | 113.48% |
| MK Malinda Khauv Cercano Management LLC | 1,659 | $1.34M | $1.74M | $400,217.06 | 29.81% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 125 | $44,427.5 | $129,950 | $85,522.5 | 192.5% |