| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Fairman Eagle Rock Investment Company LLC | 1,268 | $242,452.14 | $456,568.77 | $214,116.63 | 88.31% |
Nathan Geraci ETF Store Inc. | 595 | $222,369.36 | $214,241.65 | -$8,127.71 | -3.66% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 4,652 | $1.51M | $1.48M | -$37,677.91 | -2.49% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,822 | $508,137.4 | $656,047.55 | $147,910.15 | 29.11% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 14,959 | $852,753.39 | $5.39M | $4.53M | 531.63% |
Michelle McCarthy Vantage Financial Partners LLC | 1,218 | $259,474.14 | $386,556.66 | $127,082.52 | 48.98% |
Allison Tronnes Forum Financial Management LP | 7,084 | $661,650.65 | $2.55M | $1.89M | 285.51% |
| EHD Edward Henrique de SA Milestones Administradora de Recursos Ltda. | 168,857 | $42.78M | $60.8M | $18.02M | 42.14% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,294 | $728,474.32 | $1.36M | $634,312.46 | 87.07% |
William Jollie Quent Capital LLC | 8,136 | $1.42M | $3.01M | $1.59M | 111.96% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,875 | $700,743.77 | $594,825 | -$105,918.77 | -15.12% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 11,271 | $965,697.76 | $4.13M | $3.17M | 327.99% |
Marc H. Stone Tyler-Stone Wealth Management | 1,591 | $212,394.66 | $572,871.38 | $360,476.72 | 169.72% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,196 | $150,696.26 | $790,713.74 | $640,017.48 | 424.71% |
Stephen Dunnaway Brown Shipley& Co Ltd | 353 | $35,439.39 | $127,104.71 | $91,665.32 | 258.65% |
Missy Straw Nilsine Partners LLC | 2,763 | $690,206.97 | $994,873.43 | $304,666.46 | 44.14% |
Dalila Toledo Ascent Group LLC | 17,692 | $3.2M | $5.61M | $2.41M | 75.25% |
| EM Erin Mccann Simplicity Wealth LLC | 6,901 | $2.02M | $2.58M | $568,038.22 | 28.17% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 11,190 | $1.78M | $4.03M | $2.25M | 126.5% |
Patrick O'Connell Security Financial Services Inc. | 2,966 | $339,065.39 | $1.07M | $728,902.25 | 214.97% |