| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 4,989 | $1.01M | $1.69M | $683,662.59 | 67.91% |
Maria Howe Carroll Investors Inc. | 793 | $218,590.45 | $262,260.96 | $43,670.51 | 19.98% |
Taylor Fairman Eagle Rock Investment Company LLC | 107,222 | $7.78M | $36.18M | $28.41M | 365.26% |
Kenyon Lederer Pinnacle Wealth Management LLC | 3,681 | $1.39M | $1.22M | -$173,117.43 | -12.45% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,202 | $304,252 | $746,169.72 | $441,917.72 | 145.25% |
Nathan Geraci ETF Store Inc. | 805 | $271,287.56 | $277,338.6 | $6,051.04 | 2.23% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 11,148 | $4.1M | $3.78M | -$318,697.26 | -7.78% |
Russell Mohberg Regatta Capital Group LLC | 20,996 | $2.65M | $7.05M | $4.4M | 166.35% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,023 | $229,474.34 | $342,213.96 | $112,739.62 | 49.13% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 583 | $204,743.77 | $195,025.16 | -$9,718.61 | -4.75% |
Courtney Lawson Autumn Glory Partners LLC | 3,544 | $567,800.6 | $1.19M | $620,484.88 | 109.28% |
| FCI Family CFO Inc Family CFO Inc | 5,600 | $2.12M | $1.91M | -$210,000 | -9.93% |
Sue Cox BetterWealth LLC | 737 | $228,108.87 | $253,771.2 | $25,662.33 | 11.25% |
Jeremy Baltz Raleigh Capital Management Inc. | 9,648 | $1.62M | $3.2M | $1.58M | 97.82% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 820 | $226,033 | $277,836.5 | $51,803.5 | 22.92% |
Allison Tronnes Forum Financial Management LP | 12,338 | $2.66M | $4.06M | $1.4M | 52.68% |
Michael O'Connor Capasso Planning Partners LLC | 530 | $200,207.5 | $179,288.4 | -$20,919.1 | -10.45% |
Paul Elam Oak Harbor Wealth Partners LLC | 2,013 | $295,598.87 | $675,764.1 | $380,165.23 | 128.61% |
Edward A. McDonough McDonough Capital Management Inc. | 15,120 | $3.9M | $5.13M | $1.23M | 31.57% |
Brian D. Pirie RDST Capital LLC | 110,720 | $41.82M | $36.64M | -$5.18M | -12.39% |