| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 2,897 | $579,737.1 | $692,875.49 | $113,138.39 | 19.52% |
John J. Edwards Breed's Hi LLCapital LLC | 13,112 | $2.28M | $3.14M | $854,532.02 | 37.46% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 16,852 | $3.44M | $4.03M | $588,372.97 | 17.09% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,068 | $220,866.28 | $255,433.56 | $34,567.28 | 15.65% |
Dean Pelos Commonwealth Retirement Investments LLC | 1,985 | $320,744.66 | $474,752.45 | $154,007.79 | 48.02% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 1,204 | $219,801 | $287,960.68 | $68,159.68 | 31.01% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 2,267 | $422,934.76 | $542,198.39 | $119,263.63 | 28.2% |
Bepin Serraj Richard W. Paul & Associates LLC | 3,285 | $559,725.93 | $805,482 | $245,756.07 | 43.91% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,759 | $273,150.57 | $420,700.03 | $147,549.46 | 54.02% |
Jeffrey Hanson Breakwater Capital Group | 2,434 | $373,746.65 | $582,139.78 | $208,393.13 | 55.76% |
Nathan Blair Palo Alto Wealth Advisors LLC | 4,205 | $663,044.95 | $1.01M | $342,664.9 | 51.68% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 7 | $1,513.17 | $1,674.19 | $161.02 | 10.64% |
Salvatore Cocivera Cora Capital Advisors LLC | 29,816 | $5.1M | $7.13M | $2.03M | 39.8% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 19,656 | $3.41M | $4.7M | $1.29M | 37.82% |
Jesse Ellington Dover Advisors LLC | 2,815 | $573,755.37 | $690,238 | $116,482.63 | 20.3% |
Darren Tapley New England Capital Financial Advisors LLC | 192 | $31,607.85 | $45,920.64 | $14,312.79 | 45.28% |
Kelly Christopher Significant Wealth Partners LLC | 2,226 | $478,724 | $532,392.42 | $53,668.42 | 11.21% |
Walter J. West Milestone Asset Management LLC | 1,845 | $409,400.48 | $441,268.65 | $31,868.17 | 7.78% |
| THL Team Hewins LLC Team Hewins LLC | 2,935 | $631,201.19 | $701,963.95 | $70,762.76 | 11.21% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 31,098 | $4.88M | $7.44M | $2.56M | 52.36% |