| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 6,539 | $1.14M | $1.68M | $534,193.77 | 46.77% |
Suzanne Hammer 5th Street Advisors LLC | 1,369 | $283,689.45 | $348,999.16 | $65,309.71 | 23.02% |
| TA Thomas Anderton 626 Financial LLC | 4,426 | $729,900.33 | $1.13M | $404,704.81 | 55.45% |
Morgan Christen Spinnaker Investment Group LLC | 7,276 | $1.28M | $1.87M | $588,480.02 | 46.09% |
Michael Hackman HFG Advisors Inc. | 2,025 | $404,487.5 | $524,960.98 | $120,473.48 | 29.78% |
| MWM Marion Wealth Management Marion Wealth Management | 1,681 | $271,395.32 | $430,924.37 | $159,529.05 | 58.78% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,345 | $592,490.67 | $857,490.78 | $265,000.11 | 44.73% |
W. Travis McKinney HB Wealth Management LLC | 303,233 | $53.07M | $77.73M | $24.66M | 46.46% |
| LF Lukas Feh LGT Group Foundation | 527,334 | $100.38M | $136.7M | $36.32M | 36.18% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 116,198 | $27.42M | $30.12M | $2.71M | 9.87% |
Ryan Fink Treasure Coast Financial Planning | 1,347 | $235,356.9 | $345,303.46 | $109,946.56 | 46.71% |
| MC mike Chen Byrne Asset Management LLC | 18,171 | $3.05M | $4.63M | $1.58M | 51.95% |
Mark Perrault Intergy Private Wealth LLC | 2,708 | $469,364.97 | $694,195.83 | $224,830.86 | 47.9% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 8,308 | $1.41M | $2.13M | $716,429.9 | 50.69% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,000 | $254,061 | $256,350.01 | $2,289.01 | 0.9% |
Taylor Fairman Eagle Rock Investment Company LLC | 38,631 | $6.61M | $9.9M | $3.3M | 49.89% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 8,586 | $1.47M | $2.2M | $731,773.32 | 49.81% |
Nathan Geraci ETF Store Inc. | 2,111 | $406,028.23 | $541,154.87 | $135,126.64 | 33.28% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,267 | $262,205.65 | $324,795.46 | $62,589.81 | 23.87% |
Russell Mohberg Regatta Capital Group LLC | 4,895 | $825,444.86 | $1.25M | $429,388.44 | 52.02% |