| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Morgan Christen Spinnaker Investment Group LLC | 736 | $345,807.79 | $701,547.84 | $355,740.05 | 102.87% |
Michael Hackman HFG Advisors Inc. | 680 | $784,917.23 | $633,304.4 | -$151,612.83 | -19.32% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 397 | $458,253.15 | $360,376.75 | -$97,876.4 | -21.36% |
| MWM Marion Wealth Management Marion Wealth Management | 192 | $221,623.69 | $175,512.96 | -$46,110.73 | -20.81% |
Randy D. Kurtz Upper Left Wealth Management LLC | 300 | $346,287.01 | $274,239 | -$72,048.01 | -20.81% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,240 | $854,409 | $2.14M | $1.28M | 149.9% |
W. Travis McKinney HB Wealth Management LLC | 42,036 | $9.08M | $39.15M | $30.07M | 331.21% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 257 | $296,652.54 | $234,216.95 | -$62,435.59 | -21.05% |
| LF Lukas Feh LGT Group Foundation | 102,080 | $26.31M | $93.31M | $67M | 254.61% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 62,213 | $21.02M | $56.87M | $35.85M | 170.58% |
| MC mike Chen Byrne Asset Management LLC | 2,341 | $754,172.68 | $2.14M | $1.39M | 183.75% |
Mark Perrault Intergy Private Wealth LLC | 288 | $332,435.53 | $263,269.44 | -$69,166.09 | -20.81% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 5,081 | $1.45M | $4.64M | $3.19M | 220.29% |
Taylor Fairman Eagle Rock Investment Company LLC | 21,268 | $2.22M | $19.44M | $17.22M | 775.07% |
Nathan Geraci ETF Store Inc. | 785 | $906,117.68 | $729,312.1 | -$176,805.58 | -19.51% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 564 | $651,019.58 | $537,599.16 | -$113,420.42 | -17.42% |
Russell Mohberg Regatta Capital Group LLC | 409 | $472,104.63 | $373,879.17 | -$98,225.46 | -20.81% |
Sue Cox BetterWealth LLC | 252 | $71,923.32 | $234,672.48 | $162,749.16 | 226.28% |
Jeremy Baltz Raleigh Capital Management Inc. | 540 | $615,152.12 | $493,630.2 | -$121,521.92 | -19.75% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 19,965 | $1.58M | $18.25M | $16.67M | 1,057.76% |