| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Morgan Christen Spinnaker Investment Group LLC | 2,414 | $193,795.92 | $214,375.27 | $20,579.35 | 10.62% |
| MWM Marion Wealth Management Marion Wealth Management | 20,539 | $1.62M | $1.83M | $211,035.38 | 13.04% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,672 | $247,853.43 | $238,182.08 | -$9,671.35 | -3.9% |
| WTM W. Travis McKinney HB Wealth Management LLC | 220,760 | $17.23M | $19.85M | $2.62M | 15.18% |
| LF Lukas Feh LGT Group Foundation | 2.42M | $186.05M | $216.05M | $30M | 16.12% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 175,138 | $15.37M | $15.61M | $237,177.29 | 1.54% |
| RF Ryan Fink Treasure Coast Financial Planning | 2,200 | $204,336 | $196,108 | -$8,228 | -4.03% |
| MC mike Chen Byrne Asset Management LLC | 1,484 | $125,442.52 | $133,426.44 | $7,983.92 | 6.36% |
Mark Perrault Intergy Private Wealth LLC | 4,148 | $295,394.62 | $368,342.4 | $72,947.78 | 24.7% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 16,029 | $1.17M | $1.43M | $263,105.9 | 22.57% |
Maria Howe Carroll Investors Inc. | 2,728 | $253,376.64 | $243,173.92 | -$10,202.72 | -4.03% |
| NG Nathan Geraci ETF Store Inc. | 3,918 | $284,831.99 | $349,250.52 | $64,418.53 | 22.62% |
| RM Russell Mohberg Regatta Capital Group LLC | 3,371 | $222,361.49 | $300,490.94 | $78,129.45 | 35.14% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 444 | $39,413.84 | $39,560.4 | $146.56 | 0.37% |
Matt Monson Sovereign's Capital Management LLC | 13,821 | $983,624.02 | $1.23M | $248,379.92 | 25.25% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,056 | $88,249.88 | $94,944.96 | $6,695.08 | 7.59% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 22,893 | $1.94M | $2.04M | $104,176.23 | 5.38% |
Allison Tronnes Forum Financial Management LP | 8,444 | $646,381.73 | $759,200.04 | $112,818.31 | 17.45% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 2,708 | $251,519.04 | $243,476.28 | -$8,042.76 | -3.2% |
| EAM Edward A. McDonough McDonough Capital Management Inc. | 21,322 | $1.8M | $1.9M | $104,715.67 | 5.83% |