| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NR Nichole Raftopoulos Nvest Financial LLC | 53,916 | $4.1M | $4.77M | $666,671.34 | 16.27% |
Mark Vicencio Lowery Thomas LLC | 16,466 | $859,360.57 | $1.46M | $595,986.84 | 69.35% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 33,102 | $2.18M | $2.93M | $747,589.82 | 34.26% |
Bryan Kupchik Capstone Wealth Management Group LLC | 3,159 | $240,147.18 | $279,618.88 | $39,471.7 | 16.44% |
Arthur Garcia Atlas Financial Advisors Inc. | 10,031 | $663,149.41 | $887,893.96 | $224,744.55 | 33.89% |
| SW Scott Williams Investmark Advisory Group LLC | 7,981 | $540,517.71 | $710,189.28 | $169,671.57 | 31.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,279 | $268,507.25 | $380,403.1 | $111,895.85 | 41.67% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 4,541 | $345,206.82 | $404,080.88 | $58,874.06 | 17.05% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 22,442 | $1.12M | $2M | $878,912.07 | 78.68% |
Lukas Lindgren Abound Wealth Management | 97 | $4,217.21 | $8,584.98 | $4,367.77 | 103.57% |
| VL Victoria Latham Fiduciary Alliance LLC | 62,286 | $4.05M | $5.54M | $1.49M | 36.88% |
Jessica Thayer Unique Wealth LLC | 11,992 | $814,120.95 | $1.07M | $251,967.85 | 30.95% |
Belena Vincetti Fortis Capital Advisors LLC | 9,987 | $719,164 | $887,245.08 | $168,081.08 | 23.37% |
| SR Scott Register Register Financial Advisors LLC | 1,131 | $95,998.71 | $99,799.44 | $3,800.73 | 3.96% |
Jeffrey Hanson Breakwater Capital Group | 13,031 | $830,454.95 | $1.16M | $325,785.68 | 39.23% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,044 | $64,466.95 | $92,634.12 | $28,167.17 | 43.69% |
| SS Sasha Stewart Marmo Financial Group LLC | 52,782 | $3.45M | $4.68M | $1.23M | 35.76% |
| FFL Financial Freedom LLC Financial Freedom LLC | 45,726 | $3.18M | $4.06M | $877,837.92 | 27.59% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,781 | $161,269.07 | $246,549.55 | $85,280.48 | 52.88% |
Alexandra Stickelman Root Financial Partners, LLC | 93 | $6,697 | $8,211.9 | $1,514.9 | 22.62% |