| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Perrault Intergy Private Wealth LLC | 333 | $194,701.95 | $271,331.73 | $76,629.78 | 39.36% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 222 | $236,407.8 | $180,887.82 | -$55,519.98 | -23.48% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 326 | $346,700 | $265,628.06 | -$81,071.94 | -23.38% |
Taylor Fairman Eagle Rock Investment Company LLC | 6,700 | $1.8M | $5.46M | $3.66M | 202.66% |
Kenyon Lederer Pinnacle Wealth Management LLC | 2,555 | $1.46M | $2.08M | $618,156.7 | 42.23% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 760 | $206,071.93 | $619,255.6 | $413,183.67 | 200.5% |
Nathan Geraci ETF Store Inc. | 495 | $252,385.53 | $403,330.95 | $150,945.42 | 59.81% |
Russell Mohberg Regatta Capital Group LLC | 1,126 | $252,215.43 | $917,476.06 | $665,260.63 | 263.77% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 465 | $194,822.51 | $378,886.65 | $184,064.14 | 94.48% |
Courtney Lawson Autumn Glory Partners LLC | 427 | $248,683.19 | $347,923.87 | $99,240.68 | 39.91% |
Sue Cox BetterWealth LLC | 318 | $225,290.28 | $259,109.58 | $33,819.3 | 15.01% |
Jeremy Baltz Raleigh Capital Management Inc. | 979 | $289,666.79 | $797,698.99 | $508,032.2 | 175.39% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 4,525 | $1.36M | $3.69M | $2.33M | 171.44% |
Allison Tronnes Forum Financial Management LP | 5,159 | $1.81M | $4.2M | $2.39M | 131.84% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,309 | $1.17M | $2.7M | $1.52M | 130.05% |
Paul Elam Oak Harbor Wealth Partners LLC | 15,753 | $3.32M | $13.72M | $10.4M | 313.16% |
Edward A. McDonough McDonough Capital Management Inc. | 310 | $219,622.6 | $252,591.1 | $32,968.5 | 15.01% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,531 | $880,574.72 | $1.25M | $366,899.39 | 41.67% |
Christopher Clancy Global Wealth Strategies & Associates | 374 | $140,706.98 | $304,738.94 | $164,031.96 | 116.58% |
William Jollie Quent Capital LLC | 1,873 | $601,239.27 | $1.58M | $976,182.6 | 162.36% |