| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Lee Planning Center Inc. | 1,343 | $246,365.19 | $337,012.42 | $90,647.23 | 36.79% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,989 | $410,813.74 | $496,175.96 | $85,362.22 | 20.78% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,085 | $382,085.7 | $518,664.58 | $136,578.88 | 35.75% |
Suzanne Hammer 5th Street Advisors LLC | 1,200 | $274,188 | $292,560 | $18,372 | 6.7% |
| TA Thomas Anderton 626 Financial LLC | 4,673 | $508,586.62 | $1.17M | $664,056 | 130.57% |
Morgan Christen Spinnaker Investment Group LLC | 3,577 | $751,832.95 | $897,612.38 | $145,779.43 | 19.39% |
Michael Hackman HFG Advisors Inc. | 2,974 | $677,451.68 | $731,722.94 | $54,271.26 | 8.01% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,281 | $219,717.12 | $315,177.23 | $95,460.11 | 43.45% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,930 | $317,171.2 | $484,314.2 | $167,143 | 52.7% |
W. Travis McKinney HB Wealth Management LLC | 141,104 | $25.08M | $35.41M | $10.33M | 41.17% |
| LF Lukas Feh LGT Group Foundation | 441,958 | $91.56M | $108.67M | $17.11M | 18.69% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 49,911 | $10.58M | $12.27M | $1.69M | 16% |
| MC mike Chen Byrne Asset Management LLC | 1,836 | $268,718.56 | $447,616.8 | $178,898.24 | 66.57% |
Mark Perrault Intergy Private Wealth LLC | 861 | $218,960.91 | $216,059.34 | -$2,901.57 | -1.33% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 7,949 | $1.23M | $1.99M | $766,426.53 | 62.4% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 6,233 | $1.19M | $1.56M | $375,608.01 | 31.6% |
Taylor Fairman Eagle Rock Investment Company LLC | 5,335 | $722,359 | $1.34M | $616,405.9 | 85.33% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,498 | $349,229.89 | $623,151.1 | $273,921.21 | 78.44% |
Nathan Geraci ETF Store Inc. | 1,993 | $395,629.84 | $500,123.42 | $104,493.58 | 26.41% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 2,929 | $744,873.99 | $730,668.37 | -$14,205.62 | -1.91% |