| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 6,402 | $303,484.93 | $496,859.22 | $193,374.29 | 63.72% |
Christopher Pelch Vance Wealth LLC | 68,180 | $3.31M | $5.29M | $1.98M | 59.96% |
Morgan Christen Spinnaker Investment Group LLC | 7,144 | $591,808.96 | $554,445.84 | -$37,363.12 | -6.31% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 31,903 | $2.23M | $2.55M | $326,608.18 | 14.68% |
| MWM Marion Wealth Management Marion Wealth Management | 261,219 | $13.8M | $20.27M | $6.47M | 46.86% |
Randy D. Kurtz Upper Left Wealth Management LLC | 18,955 | $1.06M | $1.47M | $409,608.97 | 38.59% |
W. Travis McKinney HB Wealth Management LLC | 57,961 | $3.42M | $4.5M | $1.08M | 31.6% |
Tim Burch UNC Management Company Inc. | 1.11M | $77.38M | $86.1M | $8.72M | 11.27% |
Daniel Forbes Forbes Financial Planning Inc. | 44,377 | $2.92M | $3.44M | $528,342.35 | 18.12% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 11,738 | $972,375.92 | $910,986.18 | -$61,389.74 | -6.31% |
Mark Perrault Intergy Private Wealth LLC | 59,774 | $3.16M | $4.64M | $1.48M | 46.95% |
Nathan Geraci ETF Store Inc. | 3,200 | $213,545.83 | $248,352 | $34,806.17 | 16.3% |
Jeremy Baltz Raleigh Capital Management Inc. | 24,052 | $1.53M | $1.87M | $331,769.7 | 21.61% |
Allison Tronnes Forum Financial Management LP | 3,142 | $194,804.85 | $243,850.62 | $49,045.77 | 25.18% |
Paul Elam Oak Harbor Wealth Partners LLC | 14,369 | $789,886.78 | $1.15M | $359,058.46 | 45.46% |
| LWL Leo Wealth LLC Leo Wealth LLC | 11,204 | $643,713.08 | $869,542.44 | $225,829.36 | 35.08% |
William Jollie Quent Capital LLC | 908,595 | $50.08M | $72.68M | $22.59M | 45.11% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 8,382 | $506,704.99 | $650,527.02 | $143,822.03 | 28.38% |
Missy Straw Nilsine Partners LLC | 36,373 | $1.95M | $2.82M | $873,541.62 | 44.81% |
Dalila Toledo Ascent Group LLC | 125,774 | $6.8M | $9.76M | $2.97M | 43.63% |