| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 22,626 | $2.79M | $3.04M | $249,920.05 | 8.97% |
Samantha Pierangeli City State Bank | 27,626 | $2.34M | $3.71M | $1.38M | 59.01% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 5,969 | $719,354.63 | $802,293.29 | $82,938.66 | 11.53% |
W. Travis McKinney HB Wealth Management LLC | 11,094 | $1.39M | $1.49M | $104,620.47 | 7.55% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 21,450 | $2.14M | $2.91M | $767,093.38 | 35.86% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,017 | $659,766.06 | $673,808.18 | $14,042.12 | 2.13% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 4,543 | $537,474.41 | $610,124.9 | $72,650.49 | 13.52% |
Marc H. Stone Tyler-Stone Wealth Management | 5,819 | $600,392.36 | $783,761.11 | $183,368.75 | 30.54% |
Dalila Toledo Ascent Group LLC | 7,453 | $630,138.89 | $1M | $371,693.37 | 58.99% |
| EM Erin Mccann Simplicity Wealth LLC | 10,030 | $1.32M | $1.34M | $24,473.2 | 1.85% |
Jaimie Palmer Beacon Capital Management LLC | 3,945 | $331,598.94 | $534,508.05 | $202,909.11 | 61.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 70,760 | $6.77M | $9.5M | $2.73M | 40.41% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,874 | $191,317.26 | $254,695.34 | $63,378.08 | 33.13% |
James Rukstalis ESG Planning DBA Harper Investing | 44,706 | $5.17M | $6M | $827,608.07 | 16% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,835 | $241,486 | $248,770.95 | $7,284.95 | 3.02% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,062 | $88,661.6 | $142,361.1 | $53,699.5 | 60.57% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 33,247 | $3.94M | $4.51M | $564,577.2 | 14.32% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 740 | $98,608.55 | $99,463.4 | $854.85 | 0.87% |
CJ Harrison DecisionPoint Financial LLC | 169 | $13,981.5 | $22,696.7 | $8,715.2 | 62.33% |
| JB Jodi Burnett Invictus Private Wealth LLC | 5,588 | $462,570.55 | $750,133.12 | $287,562.57 | 62.17% |