| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Marion Wealth Management Marion Wealth Management | 547 | $233,087.64 | $227,114.41 | -$5,973.23 | -2.56% |
W. Travis McKinney HB Wealth Management LLC | 29,897 | $8.03M | $12.41M | $4.38M | 54.51% |
| LF Lukas Feh LGT Group Foundation | 918 | $301,516.47 | $411,879.07 | $110,362.6 | 36.6% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 9,384 | $2.86M | $4.21M | $1.35M | 47.16% |
| MC mike Chen Byrne Asset Management LLC | 25 | $10,653 | $11,119.25 | $466.25 | 4.38% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 650 | $86,684 | $269,880.01 | $183,196.01 | 211.34% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 3,412 | $1.11M | $1.42M | $305,208.57 | 27.46% |
Taylor Fairman Eagle Rock Investment Company LLC | 17,091 | $5.35M | $7.1M | $1.74M | 32.6% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 477 | $203,259.24 | $215,370.27 | $12,111.03 | 5.96% |
Timothy Taylor TCM Advisors LLC | 2,190 | $363,000.75 | $1.01M | $644,311.63 | 177.5% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 1,337 | $419,216.35 | $555,122.41 | $135,906.06 | 32.42% |
Allison Tronnes Forum Financial Management LP | 819 | $301,529.71 | $340,048.81 | $38,519.1 | 12.77% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,115 | $574,920.43 | $878,148.02 | $303,227.59 | 52.74% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,290 | $176,493.53 | $587,169.3 | $410,675.77 | 232.69% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,404 | $448,951.4 | $582,940.81 | $133,989.41 | 29.84% |
William Jollie Quent Capital LLC | 1,828 | $407,610.96 | $820,187.02 | $412,576.06 | 101.22% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,480 | $2.63M | $4.73M | $2.1M | 80.07% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 18,105 | $3.19M | $8.32M | $5.12M | 160.62% |
Marc H. Stone Tyler-Stone Wealth Management | 5,303 | $1.35M | $2.2M | $849,551.92 | 62.82% |
Jonathan Straus Commons Capital LLC | 6,088 | $1.72M | $2.53M | $806,774.93 | 46.88% |