| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 97,393 | $40.91M | $70.9M | $29.99M | 73.31% |
Joel A. Schreiber SFI Advisors LLC | 518 | $381,455.21 | $374,345.65 | -$7,109.56 | -1.86% |
Daniel Forbes Forbes Financial Planning Inc. | 298 | $219,447.21 | $211,100.22 | -$8,346.99 | -3.8% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 6,592 | $2.8M | $4.68M | $1.88M | 67.23% |
Mark Perrault Intergy Private Wealth LLC | 114,374 | $43.29M | $82.55M | $39.26M | 90.71% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 346 | $190,911.42 | $250,303.32 | $59,391.9 | 31.11% |
Kenyon Lederer Pinnacle Wealth Management LLC | 309 | $227,547.61 | $219,315.84 | -$8,231.77 | -3.62% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 1,445 | $660,711.8 | $1.05M | $384,543.4 | 58.2% |
Nathan Geraci ETF Store Inc. | 2,803 | $1.51M | $2.04M | $532,609.07 | 35.25% |
Russell Mohberg Regatta Capital Group LLC | 6,601 | $3.74M | $4.74M | $999,440.6 | 26.72% |
Timothy Taylor TCM Advisors LLC | 51,544 | $20.21M | $37.3M | $17.09M | 84.56% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 9,451 | $3.73M | $6.78M | $3.05M | 81.72% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 3,448 | $1.55M | $2.47M | $921,220.9 | 59.33% |
Courtney Lawson Autumn Glory Partners LLC | 2,945 | $1.62M | $2.11M | $491,529.96 | 30.33% |
Sue Cox BetterWealth LLC | 1,140 | $620,693.61 | $829,920 | $209,226.39 | 33.71% |
Jeremy Baltz Raleigh Capital Management Inc. | 140 | $77,229.6 | $99,621.2 | $22,391.6 | 28.99% |
Michelle McCarthy Vantage Financial Partners LLC | 12,452 | $5.97M | $8.93M | $2.96M | 49.59% |
Allison Tronnes Forum Financial Management LP | 6,129 | $2.74M | $4.39M | $1.64M | 59.93% |
Michael O'Connor Capasso Planning Partners LLC | 1,217 | $583,076.87 | $881,254.04 | $298,177.17 | 51.14% |
Paul Elam Oak Harbor Wealth Partners LLC | 3,650 | $1.32M | $2.62M | $1.3M | 98.45% |