| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,115 | $384,299.31 | $481,543.2 | $97,243.89 | 25.3% |
| SH Suzanne Hammer 5th Street Advisors LLC | 1,200 | $274,188 | $273,216 | -$972 | -0.35% |
| TA Thomas Anderton 626 Financial LLC | 4,673 | $508,586.62 | $1.06M | $555,362.02 | 109.2% |
| MC Morgan Christen Spinnaker Investment Group LLC | 2,766 | $480,321.49 | $629,762.88 | $149,441.39 | 31.11% |
| MH Michael Hackman HFG Advisors Inc. | 2,493 | $555,128.57 | $567,606.24 | $12,477.67 | 2.25% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,303 | $223,490.56 | $296,667.04 | $73,176.48 | 32.74% |
| BB Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,926 | $316,153.96 | $438,511.68 | $122,357.72 | 38.7% |
| WTM W. Travis McKinney HB Wealth Management LLC | 135,025 | $23.76M | $30.74M | $6.98M | 29.38% |
| LF Lukas Feh LGT Group Foundation | 413,651 | $84.36M | $94.18M | $9.82M | 11.64% |
| MS Martin Schoeffel LGT Fund Management Co. Ltd. | 48,331 | $10.18M | $11.01M | $827,960.45 | 8.13% |
| MC mike Chen Byrne Asset Management LLC | 1,857 | $271,561.96 | $422,801.76 | $151,239.8 | 55.69% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 7,746 | $1.18M | $1.76M | $579,832.42 | 48.98% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 5,291 | $971,626.95 | $1.2M | $233,027.93 | 23.98% |
| TF Taylor Fairman Eagle Rock Investment Company LLC | 5,385 | $729,129 | $1.23M | $496,927.8 | 68.15% |
| BO Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,578 | $360,061.89 | $586,959.04 | $226,897.15 | 63.02% |
| NG Nathan Geraci ETF Store Inc. | 1,889 | $265,242.94 | $430,087.52 | $164,844.58 | 62.15% |
| RM Russell Mohberg Regatta Capital Group LLC | 10,565 | $1.44M | $2.41M | $964,984.64 | 66.99% |
| TT Timothy Taylor TCM Advisors LLC | 2,900 | $538,298 | $660,272 | $121,974 | 22.66% |
| CL Courtney Lawson Autumn Glory Partners LLC | 10,249 | $1.75M | $2.33M | $587,194.03 | 33.63% |
| FCI Family CFO Inc Family CFO Inc | 20 | $4,569.8 | $4,553.6 | -$16.2 | -0.35% |