| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 133,541 | $5.75M | $7.75M | $2M | 34.7% |
Bridget Davis Cedar Point Capital Partners LLC | 128,631 | $5.45M | $7.55M | $2.09M | 38.37% |
Victoria Latham Fiduciary Alliance LLC | 4,546 | $245,692.9 | $263,645.27 | $17,952.37 | 7.31% |
Christopher D. Rich EnRich Financial Partners LLC | 6,957 | $291,103.63 | $407,784.55 | $116,680.92 | 40.08% |
Mark Meredith Meredith Wealth Planning | 9,382 | $369,093.85 | $546,876.78 | $177,782.93 | 48.17% |
Loni Adams Daymark Wealth Partners LLC | 66,032 | $3.13M | $3.83M | $701,590.28 | 22.41% |
Brian Matter Creative Capital Management Investments LLC | 238 | $12,894.84 | $13,992.02 | $1,097.18 | 8.51% |
Jade Franke Retirement Investment Advisors Inc. | 32,946 | $1.46M | $1.93M | $474,331.22 | 32.55% |
Xenia Woltmann Rochester Wealth Strategies LLC | 282,436 | $12.99M | $16.37M | $3.39M | 26.07% |
Holly Skipper Verum Partners LLC | 43,674 | $1.85M | $2.55M | $700,237.72 | 37.93% |
Christopher Casanega Sharper & Granite LLC | 11,370 | $496,288.23 | $668,328.6 | $172,040.37 | 34.67% |
Belena Vincetti Fortis Capital Advisors LLC | 17,632 | $819,216.27 | $1.03M | $206,525.33 | 25.21% |
Jeffrey D. Munjack JDM Financial Group LLC | 34,630 | $1.35M | $2.02M | $662,728.37 | 48.99% |
Marc White Clarendon Private LLC | 7,781 | $359,851.62 | $455,499.74 | $95,648.12 | 26.58% |
Nelson J. Lam LAM GROUP Inc. | 16,417 | $668,446.99 | $958,999.05 | $290,552.06 | 43.47% |
Lucas Mosher SP Asset Management LLC | 26,481 | $1.05M | $1.55M | $494,367.9 | 46.98% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 36,195 | $1.41M | $2.12M | $710,895.57 | 50.37% |
| BP Brett Pohl Kingdom Financial Group LLC | 269 | $16,014.58 | $15,610.07 | -$404.51 | -2.53% |
Stephen Smith Kestra Investment Management LLC | 8,539 | $461,543.08 | $495,176.61 | $33,633.53 | 7.29% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 6,745 | $279,822.01 | $393,233.5 | $113,411.49 | 40.53% |