| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,005 | $937,652.53 | $1.42M | $481,525.44 | 51.35% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,568 | $612,087.5 | $728,710.48 | $116,622.98 | 19.05% |
Timothy Taylor TCM Advisors LLC | 3,618 | $345,339 | $728,050.14 | $382,711.14 | 110.82% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,312 | $124,587 | $267,333.12 | $142,746.12 | 114.58% |
Jeremy Baltz Raleigh Capital Management Inc. | 15,958 | $1.72M | $3.26M | $1.54M | 89.88% |
Michelle McCarthy Vantage Financial Partners LLC | 1,544 | $245,156.26 | $315,964.16 | $70,807.9 | 28.88% |
Allison Tronnes Forum Financial Management LP | 7,177 | $912,360.61 | $1.46M | $552,106.24 | 60.51% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,853 | $294,126.69 | $370,590.73 | $76,464.04 | 26% |
Paul Elam Oak Harbor Wealth Partners LLC | 2,099 | $230,224.99 | $429,675.79 | $199,450.8 | 86.63% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,062 | $915,805.13 | $1.24M | $323,055.5 | 35.28% |
Thomas Lynch QVIDTVM Management LLC | 1,026 | $169,638.84 | $209,206.53 | $39,567.69 | 23.32% |
William Jollie Quent Capital LLC | 4,214 | $576,304.58 | $842,378.6 | $266,074.02 | 46.17% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,677 | $177,870.45 | $342,200.23 | $164,329.78 | 92.39% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 13,655 | $1.31M | $2.73M | $1.42M | 108.41% |
Marc H. Stone Tyler-Stone Wealth Management | 43,087 | $4.8M | $8.78M | $3.98M | 82.79% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 3,286 | $566,163.14 | $672,447.04 | $106,283.9 | 18.77% |
Jonathan Straus Commons Capital LLC | 2,644 | $278,582.58 | $530,122 | $251,539.42 | 90.29% |
Missy Straw Nilsine Partners LLC | 3,093 | $364,204.28 | $632,085.48 | $267,881.2 | 73.55% |
Dalila Toledo Ascent Group LLC | 77,841 | $10.3M | $15.95M | $5.65M | 54.88% |
| EM Erin Mccann Simplicity Wealth LLC | 18,065 | $3.22M | $3.62M | $400,322.73 | 12.42% |