| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 11,498 | $2.58M | $2.71M | $129,083.13 | 5% |
| MWM Marion Wealth Management Marion Wealth Management | 8,213 | $1.63M | $1.94M | $306,129.8 | 18.74% |
W. Travis McKinney HB Wealth Management LLC | 3,550 | $758,741.5 | $838,758.5 | $80,017 | 10.55% |
| MC mike Chen Byrne Asset Management LLC | 100 | $21,373 | $23,788 | $2,415 | 11.3% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,071 | $384,149.79 | $488,994.16 | $104,844.37 | 27.29% |
Courtney Lawson Autumn Glory Partners LLC | 918 | $206,173.62 | $216,744.39 | $10,570.77 | 5.13% |
Marc H. Stone Tyler-Stone Wealth Management | 3,972 | $832,390.88 | $937,372.14 | $104,981.26 | 12.61% |
| EM Erin Mccann Simplicity Wealth LLC | 9,198 | $2.07M | $2.18M | $110,283.93 | 5.32% |
Nichole Raftopoulos Nvest Financial LLC | 9,410 | $2.02M | $2.22M | $202,317.27 | 10.01% |
Kristofer Gray Integrity Financial Corp. /WA | 62 | $13,160.93 | $14,617.74 | $1,456.81 | 11.07% |
Jaimie Palmer Beacon Capital Management LLC | 1,079 | $207,916.93 | $254,768.08 | $46,851.15 | 22.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 70,624 | $14.17M | $16.69M | $2.51M | 17.74% |
Craig Johnsen Fortitude Advisory Group LLC | 1,313 | $262,863.25 | $310,452.28 | $47,589.03 | 18.1% |
James Rukstalis ESG Planning DBA Harper Investing | 16,970 | $3.62M | $4.01M | $394,798.68 | 10.91% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 232 | $44,441.69 | $55,137.12 | $10,695.43 | 24.07% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 5,468 | $1.13M | $1.29M | $158,247.2 | 13.97% |
Brook Hart Presilium Private Wealth LLC | 1,881 | $424,147 | $444,668.4 | $20,521.4 | 4.84% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1,950 | $373,562 | $460,551 | $86,989 | 23.29% |
Rachel Faulk Cape Investment Advisory Inc. | 2,118 | $453,534.87 | $500,663.43 | $47,128.56 | 10.39% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 955 | $201,868 | $225,131.7 | $23,263.7 | 11.52% |