| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Grossman Mayport LLC | 26,381 | $1.76M | $2.25M | $484,702.12 | 27.48% |
Timothy Dempsey DHK Financial Advisors Inc. | 43,738 | $2.76M | $3.62M | $868,244.37 | 31.51% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 23,986 | $1.63M | $1.99M | $360,215.29 | 22.14% |
Bryan Kupchik Capstone Wealth Management Group LLC | 7,431 | $457,014.84 | $615,658.35 | $158,643.51 | 34.71% |
Mark Astrinos Libra Wealth LLC | 8,271 | $555,977 | $699,478.47 | $143,501.47 | 25.81% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 85,758 | $5.64M | $7.11M | $1.47M | 26.02% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 412,046 | $28.09M | $34.14M | $6.05M | 21.52% |
Michael Topley Lansing Street Advisors | 45,421 | $2.64M | $3.76M | $1.13M | 42.68% |
Timothy Gerlach Novem Group | 18,151 | $1.04M | $1.5M | $458,886.66 | 43.92% |
Christopher Warner WARNER FINANCIAL Inc. | 26,617 | $1.59M | $2.21M | $612,047.9 | 38.42% |
Jim Clark Worth Asset Management LLC | 13,216 | $949,256.43 | $1.09M | $145,689.17 | 15.35% |
Daniel Ronan Catalyst Financial Partners LLC | 9,621 | $722,537 | $797,099.85 | $74,562.85 | 10.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 99,748 | $5.5M | $8.26M | $2.77M | 50.32% |
Ryan Cahill Cahill Wealth Management LLC | 7,542 | $433,018.49 | $624,854.7 | $191,836.21 | 44.3% |
Jeffrey Gilbert Balboa Wealth Partners | 6,150 | $414,548.4 | $524,164.5 | $109,616.1 | 26.44% |
Kevin Zemann WealthPlan Investment Management LLC | 4,798 | $302,274 | $397,514.3 | $95,240.3 | 31.51% |
Benjamin Cauley Carr Financial Group Corp. | 10,318 | $758,992 | $872,593.26 | $113,601.26 | 14.97% |
James Rukstalis ESG Planning DBA Harper Investing | 101,131 | $6.47M | $8.38M | $1.9M | 29.42% |
| TL Tradewinds LLC Tradewinds LLC | 1,874 | $156,947.5 | $160,564.32 | $3,616.82 | 2.3% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,764 | $101,271.24 | $146,147.4 | $44,876.16 | 44.31% |