| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 133,541 | $5.75M | $7.83M | $2.08M | 36.18% |
Bridget Davis Cedar Point Capital Partners LLC | 124,355 | $5.2M | $7.29M | $2.09M | 40.27% |
| VL Victoria Latham Fiduciary Alliance LLC | 7,386 | $398,360.83 | $427,169.31 | $28,808.48 | 7.23% |
Christopher D. Rich EnRich Financial Partners LLC | 7,691 | $321,271.64 | $450,961.78 | $129,690.14 | 40.37% |
Mark Meredith Meredith Wealth Planning | 9,368 | $367,978.96 | $549,292.68 | $181,313.72 | 49.27% |
Loni Adams Daymark Wealth Partners LLC | 56,550 | $2.56M | $3.32M | $751,262.11 | 29.3% |
Brian Matter Creative Capital Management Investments LLC | 238 | $12,894.84 | $13,953.94 | $1,059.1 | 8.21% |
| JF Jade Franke Retirement Investment Advisors Inc. | 32,946 | $1.46M | $1.93M | $474,495.95 | 32.56% |
| XW Xenia Woltmann Rochester Wealth Strategies LLC | 297,031 | $13.65M | $17.42M | $3.77M | 27.61% |
| HS Holly Skipper Verum Partners LLC | 45,203 | $1.91M | $2.65M | $747,181.08 | 39.21% |
Christopher Casanega Sharper & Granite LLC | 11,370 | $496,288.23 | $667,248.45 | $170,960.22 | 34.45% |
Belena Vincetti Fortis Capital Advisors LLC | 18,909 | $870,807.08 | $1.11M | $238,867.58 | 27.43% |
Jeffrey D. Munjack JDM Financial Group LLC | 34,563 | $1.35M | $2M | $653,496.19 | 48.45% |
Marc White Clarendon Private LLC | 7,609 | $349,585.42 | $446,534.16 | $96,948.74 | 27.73% |
| NJL Nelson J. Lam LAM GROUP Inc. | 16,417 | $668,446.99 | $963,431.64 | $294,984.65 | 44.13% |
Lucas Mosher SP Asset Management LLC | 26,753 | $1.06M | $1.57M | $507,142.35 | 47.71% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 36,195 | $1.41M | $2.12M | $712,886.29 | 50.52% |
| BP Brett Pohl Kingdom Financial Group LLC | 5 | $268.8 | $293.42 | $24.62 | 9.16% |
| SS Stephen Smith Kestra Investment Management LLC | 1.67M | $90.14M | $97.93M | $7.79M | 8.64% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 7,826 | $324,249.96 | $459,268.81 | $135,018.85 | 41.64% |