| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheila J. Lindsay Bensler LLC | 68,596 | $4.49M | $7.63M | $3.14M | 69.79% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 30,728 | $1.85M | $3.42M | $1.57M | 84.57% |
Jeffrey Steele Silverlake Wealth Management LLC | 19,390 | $1.44M | $2.17M | $732,542.93 | 50.92% |
Kevin Kroskey True Wealth Design LLC | 3,886 | $371,981.77 | $432,123.2 | $60,141.43 | 16.17% |
Jill Batley Gateway Wealth Partners LLC | 36,969 | $4.12M | $4.11M | -$4,225.73 | -0.1% |
David Kronour Kapstone Financial Advisors LLC | 2,639 | $215,966.32 | $295,092.98 | $79,126.66 | 36.64% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 14,301 | $1.13M | $1.59M | $463,663.87 | 41.16% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 25,443 | $1.56M | $2.83M | $1.27M | 81.18% |
Gregory Turcotte Alpha Financial Partners LLC | 3,856 | $361,436.45 | $428,787.2 | $67,350.75 | 18.63% |
Benjamin Cannon Tillman Hartley LLC | 2,049 | $183,794.46 | $229,426.53 | $45,632.07 | 24.83% |
Leigha Shepard Midwest Financial Group LLC | 3,674 | $360,409.24 | $408,548.8 | $48,139.56 | 13.36% |
Nicholas Brown Granite Harbor Advisors Inc. | 12,268 | $867,556.19 | $1.36M | $496,645.41 | 57.25% |
Johnathan Kasting DDFG Inc. | 3,115 | $164,095.47 | $346,388 | $182,292.53 | 111.09% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 10,016 | $536,591.57 | $1.12M | $583,397.55 | 108.72% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 557,893 | $49.34M | $62.04M | $12.7M | 25.74% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 1,527 | $134,162.01 | $169,802.4 | $35,640.39 | 26.57% |
Beth Zilka Baron Wealth Management LLC | 11,432 | $876,029.83 | $1.27M | $395,208.57 | 45.11% |
Pavin White 25 LLC | 9,038 | $586,957.24 | $1.01M | $418,068.36 | 71.23% |
| FFM Flagstone Financial Management Flagstone Financial Management | 2,745 | $221,691.84 | $305,244 | $83,552.16 | 37.69% |
Lison Couture iA Global Asset Management Inc. | 727,876 | $75.27M | $80.94M | $5.67M | 7.53% |