| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gery Sadzewicz Forum Private Client Group LLC | 8,273 | $898,612.08 | $1.23M | $334,395.84 | 37.21% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 89,277 | $9.44M | $12.99M | $3.55M | 37.62% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 6,334 | $659,600.32 | $937,812.04 | $278,211.72 | 42.18% |
Samantha Pierangeli City State Bank | 2,134 | $206,179.93 | $310,411.66 | $104,231.73 | 50.55% |
Brett Lee Planning Center Inc. | 1,449 | $214,901.19 | $210,771.55 | -$4,129.64 | -1.92% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,335 | $251,096.08 | $348,008.4 | $96,912.32 | 38.6% |
Michael Hackman HFG Advisors Inc. | 5,609 | $536,529.12 | $835,348.31 | $298,819.19 | 55.69% |
Randy D. Kurtz Upper Left Wealth Management LLC | 5,336 | $557,186.37 | $776,174.61 | $218,988.24 | 39.3% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,768 | $262,212.08 | $257,173.3 | -$5,038.78 | -1.92% |
W. Travis McKinney HB Wealth Management LLC | 244,385 | $25.6M | $35.55M | $9.95M | 38.86% |
| MC mike Chen Byrne Asset Management LLC | 48 | $5,496.48 | $6,982.08 | $1,485.6 | 27.03% |
Mark Perrault Intergy Private Wealth LLC | 17,490 | $2.04M | $2.54M | $508,245.96 | 24.96% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,290 | $262,905.72 | $344,507.6 | $81,601.88 | 31.04% |
Nathan Geraci ETF Store Inc. | 8,997 | $1.11M | $1.31M | $195,903.61 | 17.6% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 426,566 | $57.3M | $64.17M | $6.87M | 12% |
Russell Mohberg Regatta Capital Group LLC | 13,601 | $1.48M | $2.03M | $546,963.29 | 36.95% |
Jeremy Baltz Raleigh Capital Management Inc. | 140 | $15,605.48 | $20,364.4 | $4,758.92 | 30.5% |
Michelle McCarthy Vantage Financial Partners LLC | 45,401 | $5.31M | $6.6M | $1.29M | 24.37% |
Allison Tronnes Forum Financial Management LP | 2,370 | $268,879.78 | $344,740.22 | $75,860.44 | 28.21% |
| DC Debora Caley Richwood Investment Advisors LLC | 71,913 | $7.57M | $10.46M | $2.89M | 38.11% |