| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,438 | $451,961.33 | $540,673.62 | $88,712.29 | 19.63% |
Taylor Fairman Eagle Rock Investment Company LLC | 2,071 | $653,648.76 | $778,675.27 | $125,026.51 | 19.13% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 5,929 | $1.53M | $2.26M | $735,959.44 | 48.2% |
Nathan Geraci ETF Store Inc. | 1,237 | $300,665.22 | $472,756.66 | $172,091.44 | 57.24% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 29,899 | $9.28M | $11.41M | $2.13M | 22.96% |
Russell Mohberg Regatta Capital Group LLC | 3,466 | $690,800.5 | $1.3M | $612,380.81 | 88.65% |
Timothy Taylor TCM Advisors LLC | 29,772 | $5.47M | $11.32M | $5.85M | 107.02% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,335 | $506,988.5 | $501,946.64 | -$5,041.86 | -0.99% |
Courtney Lawson Autumn Glory Partners LLC | 2,733 | $574,811.76 | $1.03M | $452,768.88 | 78.77% |
Jeremy Baltz Raleigh Capital Management Inc. | 6,875 | $2.24M | $2.58M | $346,943.99 | 15.5% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 13,049 | $2.78M | $4.91M | $2.13M | 76.7% |
Michelle McCarthy Vantage Financial Partners LLC | 4,395 | $1.09M | $1.65M | $566,052.4 | 52.1% |
Allison Tronnes Forum Financial Management LP | 1,975 | $628,599.05 | $742,580.23 | $113,981.18 | 18.13% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,250 | $235,170.75 | $469,987.49 | $234,816.74 | 99.85% |
Edward A. McDonough McDonough Capital Management Inc. | 936 | $311,359 | $355,455.36 | $44,096.36 | 14.16% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,683 | $2.89M | $4.02M | $1.12M | 38.76% |
William Jollie Quent Capital LLC | 13,808 | $2.57M | $5.28M | $2.72M | 105.85% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 959 | $390,174.78 | $360,574.4 | -$29,600.38 | -7.59% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 63,893 | $23.46M | $24.02M | $566,331.65 | 2.41% |
Marc H. Stone Tyler-Stone Wealth Management | 15,925 | $3.44M | $5.99M | $2.55M | 73.95% |