| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,492 | $269,268.12 | $263,226.96 | -$6,041.16 | -2.24% |
| WTM W. Travis McKinney HB Wealth Management LLC | 193,452 | $11.19M | $14.65M | $3.47M | 30.98% |
| MC mike Chen Byrne Asset Management LLC | 125 | $7,077.5 | $9,466.25 | $2,388.75 | 33.75% |
Mark Perrault Intergy Private Wealth LLC | 11,959 | $680,895.25 | $903,382.86 | $222,487.61 | 32.68% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 3,780 | $246,690.3 | $284,936.4 | $38,246.1 | 15.5% |
| NG Nathan Geraci ETF Store Inc. | 64,860 | $4.05M | $4.89M | $839,467.35 | 20.73% |
| RM Russell Mohberg Regatta Capital Group LLC | 28,010 | $1.55M | $2.11M | $558,552.25 | 35.97% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 65 | $4,241.9 | $4,915.95 | $674.05 | 15.89% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 8,478 | $476,811.1 | $639,071.64 | $162,260.54 | 34.03% |
Jeremy Baltz Raleigh Capital Management Inc. | 289 | $19,074 | $21,885.97 | $2,811.97 | 14.74% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 105,249 | $6.55M | $7.93M | $1.39M | 21.15% |
Allison Tronnes Forum Financial Management LP | 5,291 | $298,766.01 | $400,687.43 | $101,921.42 | 34.11% |
| DC Debora Caley Richwood Investment Advisors LLC | 135,546 | $7.94M | $10.22M | $2.28M | 28.7% |
| MO Michael O'Connor Capasso Planning Partners LLC | 11,980 | $706,952.7 | $903,052.4 | $196,099.7 | 27.74% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 31,030 | $1.66M | $2.35M | $693,577.56 | 41.87% |
| LWL Leo Wealth LLC Leo Wealth LLC | 32,560 | $1.86M | $2.47M | $604,072.6 | 32.45% |
Christopher Clancy Global Wealth Strategies & Associates | 7,147 | $373,907.78 | $538,740.86 | $164,833.08 | 44.08% |
| WJ William Jollie Quent Capital LLC | 297 | $19,602 | $22,527.45 | $2,925.45 | 14.92% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,759 | $237,209.37 | $360,399.07 | $123,189.7 | 51.93% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 6,345 | $337,685.15 | $480,506.85 | $142,821.7 | 42.29% |