| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Jones Cypress Financial Planning LLC | 37,147 | $5.43M | $8.88M | $3.45M | 63.56% |
| JG John Ginter Callan Family Office LLC | 5,918 | $971,666.21 | $1.45M | $482,919.01 | 49.7% |
Brook Hart Presilium Private Wealth LLC | 1,925 | $313,801.12 | $460,402.25 | $146,601.13 | 46.72% |
Rodrigo Diaz Plan Group Financial LLC | 30,715 | $6.14M | $7.35M | $1.2M | 19.57% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 1,077 | $254,839.74 | $264,080.4 | $9,240.66 | 3.63% |
Amna Ali Khan GDS Wealth Management | 2,709 | $641,003.58 | $666,928.71 | $25,925.13 | 4.04% |
Mark Mowrey Signature Resources Capital Management LLC | 81 | $14,300.78 | $19,372.77 | $5,071.99 | 35.47% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 2,030 | $345,912.36 | $485,515.1 | $139,602.74 | 40.36% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,604 | $528,289.83 | $622,798.68 | $94,508.85 | 17.89% |
David Hunter Horizons Wealth Management | 222 | $33,803.22 | $53,095.74 | $19,292.52 | 57.07% |
Elizabeth Barrett Sterling Wealth Advisors Inc. | 13,978 | $2.74M | $3.34M | $605,806.59 | 22.13% |
Rachel Faulk Cape Investment Advisory Inc. | 2,097 | $377,272.43 | $501,539.49 | $124,267.06 | 32.94% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 2,518 | $595,809 | $602,230.06 | $6,421.06 | 1.08% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 111,164 | $18.67M | $27.37M | $8.7M | 46.61% |
Mariana Coli Dunhill Financial LLC | 3,322 | $610,583.29 | $814,554.4 | $203,971.11 | 33.41% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 3,613 | $718,938.87 | $864,121.21 | $145,182.34 | 20.19% |
Rebecca Sierp WPWealth LLP | 1,062 | $197,330.81 | $260,402.4 | $63,071.59 | 31.96% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,521 | $267,633.18 | $363,777.57 | $96,144.39 | 35.92% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 4,145 | $901,521.45 | $991,359.65 | $89,838.2 | 9.97% |
Lukas Lindgren Abound Wealth Management | 2,332 | $427,984.74 | $557,744.44 | $129,759.7 | 30.32% |