| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Rolek Rolek Wealth Management LLC | 28,386 | $8.49M | $10.87M | $2.38M | 28.02% |
Scott Arwin Ring Mountain Capital LLC | 2,052 | $683,497.61 | $785,792.88 | $102,295.27 | 14.97% |
Elizabeth Arce Sovran Advisors LLC | 10,113 | $3.21M | $3.8M | $590,924.3 | 18.42% |
Westmount Partners LLC Westmount Partners LLC | 20,921 | $5.58M | $8M | $2.42M | 43.42% |
| EJK Edward J. King Graney & King LLC | 3,390 | $970,838.55 | $1.3M | $326,243.25 | 33.6% |
| FIG FSA Investment Group LLC FSA Investment Group LLC | 829 | $239,713.77 | $315,712.21 | $75,998.44 | 31.7% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 104,758 | $24.75M | $40.15M | $15.4M | 62.21% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 788 | $261,568.41 | $300,097.98 | $38,529.57 | 14.73% |
| MP Megan Parrish Berkeley Inc. | 4,373 | $1.01M | $1.67M | $661,498.73 | 65.29% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 3 | $1,005.75 | $1,147.86 | $142.11 | 14.13% |
Prime Buchholz LLC Prime Buchholz LLC | 10,265 | $3.8M | $3.93M | $128,928 | 3.39% |
| JS Jeffrey Socha Entrewealth LLC | 5,087 | $1.78M | $1.95M | $166,214.56 | 9.34% |
| MAD Michael A. Dubis Financial Planning LLC Michael A. Dubis Financial Planning LLC | 79,217 | $22.94M | $30.31M | $7.37M | 32.14% |
Bradley Wilson Crews Bank & Trust | 28,907 | $8.63M | $11.06M | $2.43M | 28.1% |
| PW Potentia Wealth Potentia Wealth | 1,092 | $332,786.13 | $418,481.7 | $85,695.57 | 25.75% |
Camaron Barta BXM Wealth LLC | 2,701 | $935,971.42 | $1.03M | $98,349.52 | 10.51% |
| KS Katherine Simmonds Conquis Financial LLC | 1,832 | $539,078.12 | $701,023.96 | $161,945.84 | 30.04% |
| RN Ron New Whipplewood Advisors LLC | 262 | $76,678.8 | $100,246.44 | $23,567.64 | 30.74% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 1,133 | $330,926.06 | $433,508.46 | $102,582.4 | 31% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 605 | $223,874 | $231,678.7 | $7,804.7 | 3.49% |