| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 83,773 | $3.23M | $4.44M | $1.21M | 37.28% |
Morgan Christen Spinnaker Investment Group LLC | 2.63M | $105.26M | $139.17M | $33.9M | 32.21% |
W. Travis McKinney HB Wealth Management LLC | 1.25M | $40.43M | $66.37M | $25.94M | 64.18% |
Allison Tronnes Forum Financial Management LP | 41,302 | $1.36M | $2.17M | $809,261.53 | 59.53% |
William Jollie Quent Capital LLC | 171 | $7,850.09 | $9,078.39 | $1,228.3 | 15.65% |
Dalila Toledo Ascent Group LLC | 5,873 | $195,987.83 | $308,361.86 | $112,374.03 | 57.34% |
| EM Erin Mccann Simplicity Wealth LLC | 4,471 | $231,105.99 | $236,806.51 | $5,700.52 | 2.47% |
Patrick O'Connell Security Financial Services Inc. | 332,958 | $11.2M | $17.64M | $6.43M | 57.41% |
Nicole Goff Retirement Solution LLC | 87,483 | $2.52M | $4.64M | $2.12M | 84.12% |
Daniel Bennett APS Management Group Inc. | 86,203 | $3.96M | $4.56M | $597,184.11 | 15.07% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 202,390 | $6.14M | $10.62M | $4.48M | 72.94% |
Adam Grossman Mayport LLC | 21,667 | $977,615.04 | $1.15M | $172,685.99 | 17.66% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 193,912 | $8.46M | $10.26M | $1.8M | 21.24% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 92,219 | $3.58M | $4.86M | $1.28M | 35.66% |
Khanthaly Dacanay Chi Co. Wealth RIA | 149,602 | $4.29M | $7.92M | $3.63M | 84.5% |
Scott Williams Investmark Advisory Group LLC | 72,950 | $2.16M | $3.87M | $1.71M | 79.46% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,490 | $222,865.93 | $397,644.1 | $174,778.17 | 78.42% |
Lincoln Bach Delap Wealth Advisory LLC | 11,209 | $474,813 | $588,584.59 | $113,771.59 | 23.96% |
Ryan Cahill Cahill Wealth Management LLC | 19,581 | $586,510.23 | $1.04M | $449,520.48 | 76.64% |
Sean Murray Quantum Financial Advisors LLC | 494,933 | $19.14M | $26.11M | $6.97M | 36.39% |