| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Cox W Advisors LLC | 6,953 | $493,127.28 | $706,668.15 | $213,540.87 | 43.3% |
Kevin Zemann WealthPlan Investment Management LLC | 8,981 | $837,970.51 | $912,289.98 | $74,319.47 | 8.87% |
Benjamin Cauley Carr Financial Group Corp. | 35,546 | $3.13M | $3.61M | $480,412.76 | 15.34% |
| TL Tradewinds LLC Tradewinds LLC | 3,113 | $300,279.98 | $315,720.46 | $15,440.48 | 5.14% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 11,814 | $860,097.79 | $1.2M | $338,137.16 | 39.31% |
Rosemarie Ranzie Stage Harbor Financial LLC | 2,346 | $219,726.55 | $238,177.65 | $18,451.1 | 8.4% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 106 | $7,642.6 | $10,704.94 | $3,062.34 | 40.07% |
Amna Ali Khan GDS Wealth Management | 289,589 | $21.61M | $29.36M | $7.75M | 35.89% |
Mark Mowrey Signature Resources Capital Management LLC | 1,421 | $117,471.53 | $143,890.46 | $26,418.93 | 22.49% |
Junaid Subhan Sagard Holdings Management Inc. | 37,714 | $3.54M | $3.83M | $287,569.43 | 8.12% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 5,568 | $434,470.89 | $564,873.6 | $130,402.71 | 30.01% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 6,734 | $521,629.81 | $684,107.06 | $162,477.25 | 31.15% |
Rachel Faulk Cape Investment Advisory Inc. | 52 | $5,003.51 | $5,282.16 | $278.65 | 5.57% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,293 | $93,225.3 | $130,761.09 | $37,535.79 | 40.26% |
Mariana Coli Dunhill Financial LLC | 1,062 | $97,036.14 | $107,877.96 | $10,841.82 | 11.17% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,920 | $180,787.05 | $194,150.4 | $13,363.35 | 7.39% |
Lukas Lindgren Abound Wealth Management | 346 | $32,591.96 | $35,141.49 | $2,549.53 | 7.82% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 40,918 | $3.84M | $4.16M | $314,125.75 | 8.18% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 26,758 | $2.52M | $2.71M | $193,147.13 | 7.67% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 28,293 | $2.24M | $2.86M | $621,464.39 | 27.7% |