| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 2,290 | $88,014.4 | $145,964.6 | $57,950.2 | 65.84% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 5,493 | $267,675.64 | $350,892.84 | $83,217.2 | 31.09% |
Christopher Pelch Vance Wealth LLC | 38,742 | $1.52M | $2.49M | $977,687.84 | 64.45% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 13,087 | $643,855.73 | $834,557.99 | $190,702.26 | 29.62% |
Michael Hackman HFG Advisors Inc. | 57,016 | $2.35M | $3.65M | $1.3M | 55.17% |
| MWM Marion Wealth Management Marion Wealth Management | 4,858 | $222,787.88 | $312,806.62 | $90,018.74 | 40.41% |
W. Travis McKinney HB Wealth Management LLC | 70,884 | $3.22M | $4.53M | $1.31M | 40.63% |
Taylor Fairman Eagle Rock Investment Company LLC | 7,058 | $309,140.44 | $454,464.62 | $145,324.18 | 47.01% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 10,058 | $451,029.05 | $661,212.92 | $210,183.87 | 46.6% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 759,524 | $41.82M | $49.93M | $8.11M | 19.39% |
Russell Mohberg Regatta Capital Group LLC | 36,952 | $1.78M | $2.43M | $646,660 | 36.28% |
Allison Tronnes Forum Financial Management LP | 4,250 | $241,357.5 | $273,657.5 | $32,300 | 13.38% |
Paul Elam Oak Harbor Wealth Partners LLC | 13,453 | $578,198.87 | $884,400.22 | $306,201.35 | 52.96% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,451 | $184,314.76 | $286,599.89 | $102,285.13 | 55.49% |
William Jollie Quent Capital LLC | 495,204 | $21.26M | $31.67M | $10.42M | 49.01% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 40,063 | $2.28M | $2.58M | $304,478.62 | 13.38% |
Marc H. Stone Tyler-Stone Wealth Management | 18,680 | $846,042.5 | $1.2M | $356,762.7 | 42.17% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 6,211 | $326,717.58 | $408,311.14 | $81,593.56 | 24.97% |
Dalila Toledo Ascent Group LLC | 9,481 | $414,176.82 | $604,318.94 | $190,142.12 | 45.91% |
Patrick O'Connell Security Financial Services Inc. | 6,810 | $258,099 | $447,689.4 | $189,590.4 | 73.46% |