| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 641 | $372,363.29 | $362,023.98 | -$10,339.31 | -2.78% |
| TA Thomas Anderton 626 Financial LLC | 1,076 | $625,059.13 | $614,202.32 | -$10,856.81 | -1.74% |
| JRF James Reed Financial Services Inc. James Reed Financial Services Inc. | 438 | $254,438.57 | $236,375.46 | -$18,063.11 | -7.1% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,264 | $270,698.24 | $698,183.04 | $427,484.8 | 157.92% |
| MWM Marion Wealth Management Marion Wealth Management | 680 | $395,018.78 | $388,157.61 | -$6,861.17 | -1.74% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 5,649 | $708,479.66 | $3.42M | $2.71M | 382.81% |
W. Travis McKinney HB Wealth Management LLC | 67,715 | $10.04M | $38.07M | $28.03M | 279.23% |
| LF Lukas Feh LGT Group Foundation | 148,905 | $47.81M | $85M | $37.19M | 77.78% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 54,247 | $14.17M | $32.85M | $18.68M | 131.85% |
| MC mike Chen Byrne Asset Management LLC | 6,663 | $718,931.47 | $3.8M | $3.08M | 429.03% |
Mark Perrault Intergy Private Wealth LLC | 597 | $346,803.25 | $340,779.54 | -$6,023.71 | -1.74% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 5,075 | $738,640.06 | $2.9M | $2.16M | 292.2% |
Maria Howe Carroll Investors Inc. | 53,841 | $4.93M | $29.4M | $24.47M | 496.13% |
Kenyon Lederer Pinnacle Wealth Management LLC | 4,071 | $2.36M | $2.22M | -$141,752.1 | -5.99% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 345 | $200,413.94 | $208,907.86 | $8,493.92 | 4.24% |
Nathan Geraci ETF Store Inc. | 437 | $253,857.66 | $247,311.41 | -$6,546.25 | -2.58% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 605 | $351,450.53 | $366,345.67 | $14,895.14 | 4.24% |
Sue Cox BetterWealth LLC | 1,195 | $255,846.09 | $660,189.7 | $404,343.61 | 158.04% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,305 | $618,073.36 | $744,920.11 | $126,846.75 | 20.52% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 7,550 | $1.43M | $4.31M | $2.88M | 201.17% |