| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Morgan Christen Spinnaker Investment Group LLC | 2,467 | $719,610.79 | $1.07M | $354,076.95 | 49.2% |
| MWM Marion Wealth Management Marion Wealth Management | 1,025 | $249,382.5 | $447,663.62 | $198,281.12 | 79.51% |
W. Travis McKinney HB Wealth Management LLC | 56,408 | $15.08M | $24.48M | $9.4M | 62.35% |
| LF Lukas Feh LGT Group Foundation | 53,947 | $19.3M | $23.48M | $4.18M | 21.67% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 6,101 | $2.21M | $2.66M | $451,657.03 | 20.44% |
Daniel Forbes Forbes Financial Planning Inc. | 341 | $111,612.71 | $147,359.74 | $35,747.03 | 32.03% |
| MC mike Chen Byrne Asset Management LLC | 977 | $227,765.99 | $424,482.07 | $196,716.08 | 86.37% |
Mark Perrault Intergy Private Wealth LLC | 811 | $269,816.53 | $353,806.86 | $83,990.33 | 31.13% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 5,227 | $1.24M | $2.3M | $1.05M | 84.74% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 3,597 | $1.27M | $1.57M | $305,949.85 | 24.12% |
Taylor Fairman Eagle Rock Investment Company LLC | 6,785 | $1.55M | $2.96M | $1.41M | 91.24% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 1,185 | $283,581.72 | $515,889.75 | $232,308.03 | 81.92% |
Nathan Geraci ETF Store Inc. | 902 | $290,633.42 | $393,948.5 | $103,315.08 | 35.55% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 24,371 | $7.51M | $10.61M | $3.1M | 41.21% |
Russell Mohberg Regatta Capital Group LLC | 7,477 | $1.88M | $3.26M | $1.39M | 73.71% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 505 | $212,862.56 | $219,553.8 | $6,691.24 | 3.14% |
Courtney Lawson Autumn Glory Partners LLC | 680 | $223,435.97 | $296,901.6 | $73,465.63 | 32.88% |
Sue Cox BetterWealth LLC | 678 | $238,574.84 | $294,272.34 | $55,697.5 | 23.35% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,020 | $1.16M | $1.74M | $585,269.48 | 50.47% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 19,003 | $5.45M | $8.32M | $2.87M | 52.7% |