| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC mike Chen Byrne Asset Management LLC | 4,044 | $184,306.13 | $295,737.72 | $111,431.59 | 60.46% |
Mark Perrault Intergy Private Wealth LLC | 5,482 | $313,152.74 | $401,035.71 | $87,882.97 | 28.06% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 8,083 | $442,402.42 | $578,419.48 | $136,017.06 | 30.75% |
Nathan Geraci ETF Store Inc. | 8,826 | $463,902.03 | $649,770.12 | $185,868.09 | 40.07% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 732 | $34,299.78 | $52,381.92 | $18,082.14 | 52.72% |
Jeremy Baltz Raleigh Capital Management Inc. | 22,788 | $1.33M | $1.67M | $334,221.83 | 25.09% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 3,550 | $213,071 | $259,700.25 | $46,629.25 | 21.88% |
Michelle McCarthy Vantage Financial Partners LLC | 5,822 | $318,799.56 | $416,622.32 | $97,822.76 | 30.68% |
Allison Tronnes Forum Financial Management LP | 14,414 | $742,590.84 | $1.05M | $311,504.98 | 41.95% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,120 | $194,626.31 | $301,295.6 | $106,669.29 | 54.81% |
| LWL Leo Wealth LLC Leo Wealth LLC | 15,469 | $900,306.04 | $1.13M | $230,941.93 | 25.65% |
William Jollie Quent Capital LLC | 4,336 | $244,110.72 | $320,170.24 | $76,059.52 | 31.16% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 21,291 | $1.02M | $1.56M | $540,767.36 | 53.21% |
Marc H. Stone Tyler-Stone Wealth Management | 78,130 | $3.87M | $5.71M | $1.84M | 47.49% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 25,757 | $1.27M | $1.84M | $575,272.26 | 45.37% |
Missy Straw Nilsine Partners LLC | 5,176 | $332,693.93 | $378,520.88 | $45,826.95 | 13.77% |
Dalila Toledo Ascent Group LLC | 90,290 | $5.06M | $6.67M | $1.6M | 31.67% |
| EM Erin Mccann Simplicity Wealth LLC | 45,855 | $2.87M | $3.38M | $508,884.53 | 17.74% |
Patrick O'Connell Security Financial Services Inc. | 3,338 | $220,870.62 | $238,867.28 | $17,996.66 | 8.15% |
Michael Byun SageView Advisory Group LLC | 18,233 | $827,059.03 | $1.33M | $506,320.26 | 61.22% |