| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Pelch Vance Wealth LLC | 10,084 | $653,104.35 | $856,534.96 | $203,430.61 | 31.15% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 2.35M | $131.78M | $198.92M | $67.14M | 50.95% |
Brett Lee Planning Center Inc. | 3,211 | $215,445.11 | $261,985.49 | $46,540.38 | 21.6% |
| EI Excelsior Investors Intelligent Financial Strategies | 9,115 | $471,245.5 | $743,692.85 | $272,447.35 | 57.81% |
Morgan Christen Spinnaker Investment Group LLC | 3,805 | $283,102.63 | $310,449.95 | $27,347.32 | 9.66% |
W. Travis McKinney HB Wealth Management LLC | 189,380 | $9.47M | $15.45M | $5.98M | 63.17% |
Courtney Lawson Autumn Glory Partners LLC | 7,108 | $515,288.32 | $579,941.72 | $64,653.4 | 12.55% |
Allison Tronnes Forum Financial Management LP | 1.15M | $58.34M | $93.45M | $35.12M | 60.19% |
| LWL Leo Wealth LLC Leo Wealth LLC | 8,797 | $457,345.11 | $717,747.23 | $260,402.12 | 56.94% |
William Jollie Quent Capital LLC | 38 | $2,752.72 | $3,212.9 | $460.18 | 16.72% |
Dalila Toledo Ascent Group LLC | 3,628 | $178,115.36 | $296,008.52 | $117,893.16 | 66.19% |
| EM Erin Mccann Simplicity Wealth LLC | 15,633 | $1.02M | $1.32M | $297,066.05 | 29.08% |
Patrick O'Connell Security Financial Services Inc. | 247,063 | $11.54M | $20.16M | $8.61M | 74.61% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 5,901 | $376,188.51 | $481,462.59 | $105,274.08 | 27.98% |
Nicole Goff Retirement Solution LLC | 448,251 | $21.41M | $37.89M | $16.48M | 76.98% |
Thomas Mason Mason & Associates Inc. | 481,535 | $30.62M | $39.29M | $8.67M | 28.31% |
Kristofer Gray Integrity Financial Corp. /WA | 3,408 | $246,875.52 | $278,058.72 | $31,183.2 | 12.63% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 14,451 | $876,881.13 | $1.18M | $302,175.96 | 34.46% |
Samuel Miller Kraft, Davis & Associates LLC | 184,603 | $13.71M | $15.06M | $1.35M | 9.87% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,848 | $190,872.96 | $232,368.32 | $41,495.36 | 21.74% |