| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Fairman Eagle Rock Investment Company LLC | 2,474 | $367,859.06 | $414,964.02 | $47,104.96 | 12.81% |
Nathan Geraci ETF Store Inc. | 1,677 | $211,149.13 | $281,937.24 | $70,788.11 | 33.53% |
Russell Mohberg Regatta Capital Group LLC | 401,634 | $46.38M | $67.21M | $20.83M | 44.92% |
Jeremy Baltz Raleigh Capital Management Inc. | 145 | $19,610.03 | $24,070 | $4,459.97 | 22.74% |
Michelle McCarthy Vantage Financial Partners LLC | 434,352 | $54.64M | $72.65M | $18M | 32.95% |
Allison Tronnes Forum Financial Management LP | 4,875 | $606,347.04 | $809,640 | $203,292.96 | 33.53% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,366 | $224,392.82 | $229,569.96 | $5,177.14 | 2.31% |
Edward A. McDonough McDonough Capital Management Inc. | 1,775 | $167,221.68 | $297,294.75 | $130,073.07 | 77.78% |
William Jollie Quent Capital LLC | 479 | $71,222.51 | $80,476.79 | $9,254.28 | 12.99% |
Marc H. Stone Tyler-Stone Wealth Management | 45,689 | $5.22M | $7.62M | $2.4M | 45.97% |
Dalila Toledo Ascent Group LLC | 8,882 | $1.12M | $1.47M | $350,947.74 | 31.25% |
| EM Erin Mccann Simplicity Wealth LLC | 2,824 | $410,041.06 | $473,302.4 | $63,261.34 | 15.43% |
Patrick O'Connell Security Financial Services Inc. | 14,423 | $1.85M | $2.42M | $566,663.32 | 30.64% |
Christopher Schurmann Summit Investment Advisory Services LLC | 26,860 | $3.91M | $4.5M | $587,893.16 | 15.03% |
Michael Byun SageView Advisory Group LLC | 5,904 | $726,055.7 | $981,480.96 | $255,425.26 | 35.18% |
Nicole Goff Retirement Solution LLC | 1,676 | $211,000.89 | $281,417.16 | $70,416.27 | 33.37% |
| KB Kimberly Byrne Bill Few Associates Inc. | 12,041 | $1.98M | $2.04M | $61,047.87 | 3.09% |
Daniel Bennett APS Management Group Inc. | 4,578 | $666,786 | $765,762.06 | $98,976.06 | 14.84% |
Owen Schrum Schrum Private Wealth Management LLC | 13,303 | $1.69M | $2.24M | $542,963.95 | 32.07% |
Chad Soukup jvl associates LLC | 338,675 | $32.37M | $56.87M | $24.5M | 75.67% |