| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Marion Wealth Management Marion Wealth Management | 261,219 | $13.8M | $20.54M | $6.74M | 48.81% |
Randy D. Kurtz Upper Left Wealth Management LLC | 14,509 | $855,132.62 | $1.16M | $308,779.36 | 36.11% |
W. Travis McKinney HB Wealth Management LLC | 159,193 | $11.8M | $12.43M | $627,069.74 | 5.31% |
Tim Burch UNC Management Company Inc. | 1.39M | $100.54M | $107.35M | $6.81M | 6.77% |
Daniel Forbes Forbes Financial Planning Inc. | 44,377 | $2.92M | $3.45M | $537,217.75 | 18.42% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 11,738 | $972,375.92 | $913,920.68 | -$58,455.24 | -6.01% |
Mark Perrault Intergy Private Wealth LLC | 59,774 | $3.16M | $4.7M | $1.54M | 48.9% |
Nathan Geraci ETF Store Inc. | 3,200 | $213,545.83 | $249,808 | $36,262.17 | 16.98% |
Jeremy Baltz Raleigh Capital Management Inc. | 24,052 | $1.53M | $1.89M | $356,543.26 | 23.23% |
Allison Tronnes Forum Financial Management LP | 3,142 | $194,804.85 | $247,086.88 | $52,282.03 | 26.84% |
Paul Elam Oak Harbor Wealth Partners LLC | 14,369 | $789,886.78 | $1.15M | $362,794.4 | 45.93% |
| LWL Leo Wealth LLC Leo Wealth LLC | 11,204 | $643,713.08 | $881,082.56 | $237,369.48 | 36.88% |
William Jollie Quent Capital LLC | 908,595 | $50.08M | $70.95M | $20.87M | 41.66% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 6,510 | $396,698.29 | $511,946.4 | $115,248.11 | 29.05% |
Missy Straw Nilsine Partners LLC | 36,373 | $1.95M | $2.86M | $911,005.81 | 46.73% |
Dalila Toledo Ascent Group LLC | 124,084 | $6.7M | $9.66M | $2.96M | 44.09% |
| EM Erin Mccann Simplicity Wealth LLC | 244,727 | $14.37M | $19.03M | $4.66M | 32.41% |
Joseph J. Costigan apricus wealth LLC | 5,775 | $338,524.5 | $454,146 | $115,621.5 | 34.15% |
Michael Byun SageView Advisory Group LLC | 241,387 | $17.29M | $18.98M | $1.7M | 9.81% |
James Peterson Nearwater Capital Markets Ltd. | 1.25M | $103.57M | $97.6M | -$5.97M | -5.76% |