| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
April Lamb Sovereign Investment Advisors LLC | 274,479 | $2.24M | $12.13M | $9.9M | 442.09% |
Penny A. Phillips Journey Strategic Wealth LLC | 13,300 | $531,611 | $592,382 | $60,771 | 11.43% |
W. Travis McKinney HB Wealth Management LLC | 8,840 | $335,050.72 | $390,197.6 | $55,146.88 | 16.46% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 28,089 | $1.12M | $1.25M | $123,908.44 | 11.05% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 15,000 | $624,553 | $668,550 | $43,997 | 7.04% |
Courtney Lawson Autumn Glory Partners LLC | 22,000 | $883,081.2 | $977,790 | $94,708.8 | 10.72% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 11,148 | $440,625.01 | $496,643.4 | $56,018.39 | 12.71% |
Timothy Gerlach Novem Group | 15,843 | $611,297.82 | $704,696.64 | $93,398.82 | 15.28% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 700 | $27,250 | $31,150 | $3,900 | 14.31% |
Rodrigo Diaz Plan Group Financial LLC | 20,350 | $826,024.26 | $908,729.25 | $82,704.99 | 10.01% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 5,453 | $236,605.67 | $242,494.91 | $5,889.24 | 2.49% |
Lukas Lindgren Abound Wealth Management | 118 | $4,661 | $5,218.55 | $557.55 | 11.96% |
Loni Adams Daymark Wealth Partners LLC | 31,947 | $1.26M | $1.42M | $160,268.12 | 12.69% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 25,020 | $1.03M | $1.11M | $84,066.9 | 8.16% |
Amy Ardeel Icon Wealth Advisors LLC | 14,347 | $543,796.5 | $638,226.29 | $94,429.79 | 17.36% |
Loren Sauer Slotnik Capital LLC | 262,614 | $10.37M | $11.71M | $1.34M | 12.87% |
Paul L. Moffat Arista Wealth Management LLC | 6,300 | $243,810 | $280,791 | $36,981 | 15.17% |
| PIL PFG Investments LLC PFG Investments LLC | 29,201 | $1.16M | $1.29M | $131,278.65 | 11.29% |
Megan J. Lottier Rockwood Wealth Management, LLC | 16,713 | $440,734 | $739,048.86 | $298,314.86 | 67.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 924 | $38,506.82 | $40,785.36 | $2,278.54 | 5.92% |