| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Ali Monsefi Aire Advisors LLC | 3,907 | $210,714.67 | $260,362.48 | $49,647.81 | 23.56% |
Kathryn Brown Morton Brown Family Wealth LLC | 216 | $7,345.62 | $14,276.52 | $6,930.9 | 94.35% |
Russell Mohberg Regatta Capital Group LLC | 127,807 | $6.13M | $8.49M | $2.36M | 38.54% |
Dalila Toledo Ascent Group LLC | 5,554 | $262,444.62 | $365,564.28 | $103,119.66 | 39.29% |
Brian Levy West Wealth Group LLC | 8,677 | $334,650.72 | $575,935.87 | $241,285.15 | 72.1% |
Candice Gilman Sofi Wealth LLC | 87,855 | $4.93M | $5.85M | $926,565.71 | 18.81% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,206 | $222,656.7 | $213,022.67 | -$9,634.03 | -4.33% |
Christopher Warner WARNER FINANCIAL Inc. | 4,931 | $282,754.83 | $328,453.91 | $45,699.08 | 16.16% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,708 | $964,911.83 | $1.39M | $424,234.65 | 43.97% |
Abraham Martinez Amara Financial LLC | 36,954 | $1.91M | $2.46M | $557,037.26 | 29.2% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 77,452 | $4.43M | $5.17M | $743,906.32 | 16.79% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 3,033 | $210,641.85 | $202,208.9 | -$8,432.95 | -4% |
Mariana Coli Dunhill Financial LLC | 43 | $2,475.94 | $2,884.55 | $408.61 | 16.5% |
Lukas Lindgren Abound Wealth Management | 50 | $2,866 | $3,354.75 | $488.75 | 17.05% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 7,743 | $397,967.81 | $519,423.67 | $121,455.86 | 30.52% |
Stephen Smith Kestra Investment Management LLC | 3,702 | $182,080.75 | $243,768.56 | $61,687.81 | 33.88% |
| TT Thaddeus Toal RCS Financial Planning LLC | 8,622 | $500,446.97 | $572,285.25 | $71,838.28 | 14.35% |
Dean Pelos Commonwealth Retirement Investments LLC | 421 | $29,238 | $27,825.99 | -$1,412.01 | -4.83% |
Andy Peters Goldstein Advisors LLC | 4,427 | $147,407.57 | $296,976.44 | $149,568.87 | 101.47% |
Salvatore Cocivera Cora Capital Advisors LLC | 7,083 | $414,311.08 | $471,798.63 | $57,487.55 | 13.88% |