| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RH Richard Harris Aspire Growth Partners LLC | 15,280 | $1.65M | $2.38M | $721,412.97 | 43.62% |
| JMF Jeremy Morris Finger Riverbend Wealth Management LLC | 7,902 | $894,394.46 | $1.23M | $333,892.42 | 37.33% |
| LC Linde Carroll Momentous Wealth Management Inc. | 5,742 | $690,303.31 | $917,514.18 | $227,210.87 | 32.91% |
Avi Kantor Certior Financial Group LLC | 7,689 | $834,817.81 | $1.2M | $360,360.35 | 43.17% |
| ECM Eisler Capital Management Ltd. Eisler Capital Management Ltd. | 61,867 | $6.67M | $9.62M | $2.95M | 44.23% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 8,449 | $967,688.97 | $1.35M | $382,376.74 | 39.51% |
Clune & Associates Ltd. Clune & Associates Ltd. | 13,999 | $1.54M | $2.18M | $639,826.9 | 41.65% |
SageOak Financial LLC SageOak Financial LLC | 9,151 | $1M | $1.42M | $421,708.32 | 42.14% |
Moment Partners LLC Moment Partners LLC | 4,069 | $437,702.62 | $632,485.36 | $194,782.74 | 44.5% |
| DT David Tepp Tepp RIA LLC | 1,696 | $204,131.88 | $263,626.24 | $59,494.36 | 29.15% |
Andrew Dziedzic Prepared Retirement Institute LLC | 9,279 | $1.27M | $1.42M | $150,491.75 | 11.86% |
| TG Timothy Golas Spurstone Advisory Services LLC | 3,398 | $374,199.97 | $519,707.14 | $145,507.17 | 38.88% |
| PR Philippe Reitzer Banque Transatlantique SA | 107,722 | $11.82M | $16.74M | $4.92M | 41.62% |
Navigoe LLC Navigoe LLC | 1,140 | $123,906.51 | $177,201.6 | $53,295.09 | 43.01% |
| DBR Darin Bond Roth Stenger Family Office LLC | 121,999 | $13.59M | $18.96M | $5.37M | 39.52% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 10,194 | $1.1M | $1.58M | $487,348.2 | 44.42% |
| TS Todd Stoner Disciplined Investors LLC | 7,008 | $781,827.85 | $1.12M | $337,980.47 | 43.23% |
Note Advisors LLC Note Advisors LLC | 1,872 | $201,857.54 | $299,707.22 | $97,849.68 | 48.47% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 15,588 | $2.14M | $2.36M | $225,892.39 | 10.57% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 1,973 | $213,623.43 | $315,265.67 | $101,642.24 | 47.58% |