| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Quinn Pine Harbor Wealth Management, LLC | 1,326 | $252,630 | $251,197.44 | -$1,432.56 | -0.57% |
Fox Hill Wealth Management Fox Hill Wealth Management | 2,461 | $269,156.74 | $465,498.15 | $196,341.41 | 72.95% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 166,200 | $24.71M | $30.88M | $6.18M | 25% |
Lindsey Cooksen Cooksen Wealth, LLC | 113,609 | $12.62M | $21.38M | $8.76M | 69.41% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 7,689 | $1.09M | $1.43M | $337,570.96 | 30.95% |
Cory Davis IMZ Advisory Inc | 491,428 | $49.96M | $90.07M | $40.12M | 80.3% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 642 | $90,462.94 | $117,774.9 | $27,311.96 | 30.19% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,258 | $166,742.65 | $236,617.22 | $69,874.57 | 41.91% |
Ian Jameson American Capital Advisory, LLC | 28 | $2,695 | $5,248.88 | $2,553.88 | 94.76% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 3,840 | $505,989.95 | $716,755.2 | $210,765.25 | 41.65% |
David Maxey Heritage Family Offices, LLP | 4,252 | $481,297.39 | $789,979.08 | $308,681.69 | 64.14% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 18,214 | $2.27M | $3.45M | $1.17M | 51.48% |
Mark Weiskind Fairway Wealth LLC | 1,764 | $240,095.13 | $327,733.56 | $87,638.43 | 36.5% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 636,291 | $79.67M | $120.35M | $40.69M | 51.07% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 800 | $76,992 | $148,048 | $71,056 | 92.29% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 24 | $2,678.44 | $4,401.24 | $1,722.8 | 64.32% |
Bray Creech Joel Adams & Associates, Inc. | 2,402 | $247,982.48 | $451,527.96 | $203,545.48 | 82.08% |
| ACL Attessa Capital LLC Attessa Capital LLC | 97,444 | $12.22M | $18.31M | $6.09M | 49.87% |
Andrew Panko Tenon Financial LLC | 1,888 | $250,989.47 | $350,280.64 | $99,291.17 | 39.56% |
James J. Karabas Embree Financial Group | 5,905 | $577,618.66 | $1.1M | $518,231.24 | 89.72% |