| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,582 | $200,337.38 | $282,006.04 | $81,668.66 | 40.77% |
| TA Thomas Anderton 626 Financial LLC | 3,044 | $163,151.12 | $345,920.16 | $182,769.04 | 112.02% |
Morgan Christen Spinnaker Investment Group LLC | 5,212 | $306,335.72 | $599,744.84 | $293,409.12 | 95.78% |
Michael Hackman HFG Advisors Inc. | 1,827 | $214,599.42 | $200,695.95 | -$13,903.47 | -6.48% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,809 | $212,485.14 | $208,161.63 | -$4,323.51 | -2.03% |
W. Travis McKinney HB Wealth Management LLC | 414,289 | $22.96M | $45.51M | $22.55M | 98.2% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,736 | $86,643.76 | $189,137.2 | $102,493.44 | 118.29% |
| LF Lukas Feh LGT Group Foundation | 481,719 | $32.59M | $55.43M | $22.84M | 70.06% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 123,777 | $9.6M | $14.24M | $4.64M | 48.31% |
| MC mike Chen Byrne Asset Management LLC | 19,335 | $1.21M | $2.2M | $986,729.2 | 81.51% |
Mark Perrault Intergy Private Wealth LLC | 4,935 | $261,734.73 | $560,813.4 | $299,078.67 | 114.27% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 3,621 | $216,171.93 | $397,422.85 | $181,250.92 | 83.85% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 3,550 | $313,802.31 | $403,422 | $89,619.69 | 28.56% |
Taylor Fairman Eagle Rock Investment Company LLC | 130,052 | $8.24M | $14.78M | $6.54M | 79.33% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,254 | $264,754.84 | $259,367.78 | -$5,387.06 | -2.03% |
Nathan Geraci ETF Store Inc. | 3,338 | $234,115.28 | $365,577.76 | $131,462.48 | 56.15% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,883 | $691,017.18 | $676,956.81 | -$14,060.37 | -2.03% |
Russell Mohberg Regatta Capital Group LLC | 7,292 | $386,194.77 | $839,090.44 | $452,895.67 | 117.27% |
Timothy Taylor TCM Advisors LLC | 7,742 | $391,706.31 | $843,955.42 | $452,249.11 | 115.46% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 231 | $15,805.02 | $26,581.17 | $10,776.15 | 68.18% |