| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rukstalis ESG Planning DBA Harper Investing | 16,970 | $3.62M | $3.91M | $290,348.16 | 8.02% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 232 | $44,441.69 | $53,459.76 | $9,018.07 | 20.29% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 5,468 | $1.13M | $1.26M | $126,942.85 | 11.2% |
Brook Hart Presilium Private Wealth LLC | 1,881 | $424,147 | $433,438.81 | $9,291.81 | 2.19% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1,950 | $373,562 | $454,896 | $81,334 | 21.77% |
Rachel Faulk Cape Investment Advisory Inc. | 1,559 | $331,531.4 | $360,487.57 | $28,956.17 | 8.73% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 955 | $201,868 | $220,060.64 | $18,192.64 | 9.01% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 727 | $135,565.25 | $168,009.7 | $32,444.45 | 23.93% |
Justin Dausch ALM First Financial Advisors LLC | 3,898 | $851,635.04 | $898,216.1 | $46,581.06 | 5.47% |
Lukas Lindgren Abound Wealth Management | 17 | $3,834 | $3,917.31 | $83.31 | 2.17% |
Loni Adams Daymark Wealth Partners LLC | 1,555 | $316,076.15 | $358,318.63 | $42,242.48 | 13.36% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 8,486 | $1.46M | $1.96M | $498,972.23 | 34.26% |
Christopher Casanega Sharper & Granite LLC | 19,042 | $3.69M | $4.39M | $696,570.19 | 18.87% |
Belena Vincetti Fortis Capital Advisors LLC | 1,411 | $308,556.53 | $325,136.72 | $16,580.19 | 5.37% |
Jeffrey D. Munjack JDM Financial Group LLC | 65 | $14,656.85 | $14,964.3 | $307.45 | 2.1% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,013 | $207,217.97 | $233,425.58 | $26,207.61 | 12.65% |
Bree Pate Olisti Co. Wealth LLC | 21 | $4,589.39 | $4,839.03 | $249.64 | 5.44% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,671 | $342,719.52 | $385,048.51 | $42,328.99 | 12.35% |
Salvatore Cocivera Cora Capital Advisors LLC | 2,912 | $562,770.49 | $671,012.13 | $108,241.64 | 19.23% |
Jesse Haller Compass Financial Group Inc./SD | 440,884 | $84.86M | $102M | $17.14M | 20.2% |