| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 216 | $7,345.62 | $14,286.24 | $6,940.62 | 94.49% |
Russell Mohberg Regatta Capital Group LLC | 127,807 | $6.13M | $8.94M | $2.81M | 45.79% |
Dalila Toledo Ascent Group LLC | 5,094 | $230,497.62 | $336,917.16 | $106,419.54 | 46.17% |
Brian Levy West Wealth Group LLC | 8,606 | $329,818.46 | $595,641.05 | $265,822.59 | 80.6% |
Candice Gilman Sofi Wealth LLC | 87,855 | $4.93M | $6.11M | $1.19M | 24.11% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,206 | $222,656.7 | $212,044.84 | -$10,611.86 | -4.77% |
Christopher Warner WARNER FINANCIAL Inc. | 4,931 | $282,754.83 | $326,136.34 | $43,381.51 | 15.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,708 | $964,911.83 | $1.37M | $404,715.29 | 41.94% |
Abraham Martinez Amara Financial LLC | 36,954 | $1.91M | $2.57M | $663,764.11 | 34.8% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 77,452 | $4.43M | $5.12M | $692,013.48 | 15.62% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 3,033 | $210,641.85 | $211,030.38 | $388.53 | 0.18% |
Mariana Coli Dunhill Financial LLC | 43 | $2,475.94 | $2,991.86 | $515.92 | 20.84% |
Lukas Lindgren Abound Wealth Management | 50 | $2,866 | $3,307 | $441 | 15.39% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 8,194 | $420,188.64 | $541,951.16 | $121,762.52 | 28.98% |
Stephen Smith Kestra Investment Management LLC | 3,702 | $182,080.75 | $257,289 | $75,208.25 | 41.3% |
| TT Thaddeus Toal RCS Financial Planning LLC | 8,063 | $462,400.61 | $533,286.82 | $70,886.21 | 15.33% |
Andy Peters Goldstein Advisors LLC | 4,437 | $147,738.27 | $293,463.18 | $145,724.91 | 98.64% |
Salvatore Cocivera Cora Capital Advisors LLC | 7,083 | $414,311.08 | $468,469.62 | $54,158.54 | 13.07% |
Jill Batley Gateway Wealth Partners LLC | 16,250 | $909,178.18 | $1.07M | $165,596.82 | 18.21% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 5,737 | $262,122.7 | $402,129.29 | $140,006.59 | 53.41% |