| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roger Wittlin Roger Wittlin Investment Advisory LLC | 697 | $246,271 | $234,791.42 | -$11,479.58 | -4.66% |
Mark Perrault Intergy Private Wealth LLC | 4,642 | $739,261.49 | $1.56M | $824,674.73 | 111.55% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 2,350 | $461,170.61 | $805,897.25 | $344,726.64 | 74.75% |
Maria Howe Carroll Investors Inc. | 935 | $165,859.65 | $315,020.2 | $149,160.55 | 89.93% |
Taylor Fairman Eagle Rock Investment Company LLC | 10,877 | $1.71M | $3.71M | $2.01M | 117.34% |
Kenyon Lederer Pinnacle Wealth Management LLC | 8,434 | $1.15M | $2.84M | $1.69M | 147.05% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 15,327 | $2.34M | $5.26M | $2.92M | 124.53% |
Nathan Geraci ETF Store Inc. | 1,262 | $227,638.16 | $435,453.1 | $207,814.94 | 91.29% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 39,741 | $8.95M | $13.61M | $4.66M | 52.04% |
Russell Mohberg Regatta Capital Group LLC | 14,908 | $1.98M | $5.07M | $3.08M | 155.66% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 30,680 | $4.53M | $10.43M | $5.91M | 130.49% |
Mike Meixler Meixler Investment Management Ltd. | 1,415 | $228,199.3 | $488,465.07 | $260,265.77 | 114.05% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 12,532 | $2.99M | $4.26M | $1.28M | 42.71% |
Courtney Lawson Autumn Glory Partners LLC | 3,748 | $818,155.8 | $1.27M | $455,845.62 | 55.72% |
Sue Cox BetterWealth LLC | 12,954 | $1.41M | $4.47M | $3.06M | 216.23% |
Jeremy Baltz Raleigh Capital Management Inc. | 519 | $121,379.75 | $175,204.02 | $53,824.27 | 44.34% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 27,620 | $4.18M | $9.47M | $5.29M | 126.49% |
Michelle McCarthy Vantage Financial Partners LLC | 1,210 | $214,844.47 | $411,297.15 | $196,452.68 | 91.44% |
Allison Tronnes Forum Financial Management LP | 112,648 | $18.99M | $37.95M | $18.96M | 99.83% |
Michael O'Connor Capasso Planning Partners LLC | 3,093 | $832,691.39 | $1.07M | $234,393.61 | 28.15% |