| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 91,010 | $3.9M | $10.12M | $6.22M | 159.58% |
Lansing A. Davis Davis Asset Management LP | 1,500 | $186,420 | $166,800 | -$19,620 | -10.52% |
Vyoma Patel Strata Wealth Advisors LLC | 2,800 | $245,676.59 | $312,340 | $66,663.41 | 27.13% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 6,623 | $576,870.84 | $736,477.6 | $159,606.76 | 27.67% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 4,095 | $333,149.28 | $458,517.15 | $125,367.87 | 37.63% |
Mariana Coli Dunhill Financial LLC | 2,179 | $200,381.65 | $243,655.78 | $43,274.13 | 21.6% |
Kyle R. Spahn Spahn Wealth & Retirement LLC | 4,098 | $370,254 | $455,697.6 | $85,443.6 | 23.08% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 2,480 | $276,298.65 | $277,685.6 | $1,386.95 | 0.5% |
Rebecca Sierp WPWealth LLP | 4,780 | $298,292.91 | $538,514.8 | $240,221.89 | 80.53% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 6,386 | $355,481.33 | $710,123.2 | $354,641.87 | 99.76% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,959 | $302,385.91 | $440,240.8 | $137,854.89 | 45.59% |
Lukas Lindgren Abound Wealth Management | 1,963 | $144,556.84 | $218,285.6 | $73,728.76 | 51% |
Drew Phillips Fortitude Family Office LLC | 2,930 | $274,395.24 | $325,816 | $51,420.76 | 18.74% |
Sherri Cooke Dakota Community Bank & Trust NA | 2,912 | $144,156.73 | $323,814.4 | $179,657.67 | 124.63% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 2,102 | $239,422.95 | $233,742.4 | -$5,680.55 | -2.37% |
Matthew Zienty Cardinal Point Capital Management ULC | 159,441 | $14.13M | $17.73M | $3.6M | 25.46% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 59,688 | $4.67M | $6.64M | $1.97M | 42.21% |
Scott Crane Crane Advisory LLC | 2,424 | $274,542.24 | $269,548.8 | -$4,993.44 | -1.82% |
Jill Grimes Centurion Wealth Management LLC | 5,762 | $474,758.64 | $640,734.4 | $165,975.76 | 34.96% |
Alex Nunnamaker Schechter Investment Advisors LLC | 29,994 | $1.44M | $3.34M | $1.9M | 131.9% |