| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,688 | $372,862.32 | $463,389.76 | $90,527.44 | 24.28% |
| TA Thomas Anderton 626 Financial LLC | 6,343 | $1.34M | $1.75M | $401,431.45 | 29.87% |
Michael Hackman HFG Advisors Inc. | 3,486 | $757,572.49 | $958,824.3 | $201,251.81 | 26.57% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 17,778 | $4.32M | $4.86M | $544,078.44 | 12.6% |
Randy D. Kurtz Upper Left Wealth Management LLC | 2,275 | $466,777.05 | $622,167 | $155,389.95 | 33.29% |
W. Travis McKinney HB Wealth Management LLC | 54,929 | $11.8M | $15.11M | $3.3M | 27.99% |
| MC mike Chen Byrne Asset Management LLC | 1,075 | $226,643.51 | $291,722.75 | $65,079.24 | 28.71% |
Mark Perrault Intergy Private Wealth LLC | 738 | $221,732.11 | $202,676.94 | -$19,055.17 | -8.59% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 807 | $198,651.12 | $221,517.46 | $22,866.34 | 11.51% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 7,488 | $2.01M | $2.06M | $49,214.19 | 2.45% |
Timothy Taylor TCM Advisors LLC | 3,921 | $1.17M | $1.07M | -$97,759.2 | -8.36% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 50 | $11,122.5 | $13,835 | $2,712.5 | 24.39% |
Courtney Lawson Autumn Glory Partners LLC | 3,545 | $762,476.49 | $968,387.65 | $205,911.16 | 27.01% |
Sue Cox BetterWealth LLC | 734 | $220,530.31 | $199,185.58 | -$21,344.73 | -9.68% |
Jeremy Baltz Raleigh Capital Management Inc. | 462 | $113,780.21 | $125,372.94 | $11,592.73 | 10.19% |
Allison Tronnes Forum Financial Management LP | 3,084 | $627,268.58 | $836,905.08 | $209,636.5 | 33.42% |
Michael O'Connor Capasso Planning Partners LLC | 1,091 | $272,849.47 | $298,333.95 | $25,484.48 | 9.34% |
Paul Elam Oak Harbor Wealth Partners LLC | 22,192 | $4.74M | $6.07M | $1.33M | 27.96% |
Edward A. McDonough McDonough Capital Management Inc. | 778 | $233,750.11 | $212,526.26 | -$21,223.85 | -9.08% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,396 | $716,260.97 | $921,572.52 | $205,311.55 | 28.66% |