| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
cullen roche Orcam Financial Group | 88,569 | $2.61M | $3.21M | $608,950.13 | 23.37% |
| EM Eric Malden Shearwater Capital LLC | 5,630 | $204,143.8 | $204,340.85 | $197.05 | 0.1% |
Andrew Miller OLIO Financial Planning | 35,599 | $867,348.44 | $1.26M | $391,432.2 | 45.13% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 4,908 | $122,063.84 | $178,159.42 | $56,095.58 | 45.96% |
Jason Whitby Stone Summit Wealth LLC | 7,822 | $189,152 | $284,134.15 | $94,982.15 | 50.21% |
Kimberly Foster Laraway Financial Advisors Inc. | 15,969 | $473,001.78 | $580,073.92 | $107,072.14 | 22.64% |
| RAJ Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 6,439 | $214,869.43 | $233,896.67 | $19,027.24 | 8.86% |
Jeffrey Kearns Kearns & Associates LLC | 26,148 | $767,769.94 | $949,826.1 | $182,056.16 | 23.71% |
Kathryn Brown Morton Brown Family Wealth LLC | 891 | $26,183.82 | $32,347.75 | $6,163.93 | 23.54% |
John Gorlow Cardiff Park Advisors LLC | 3,167 | $93,315.19 | $114,977.93 | $21,662.74 | 23.21% |
Bill McVay Red Tortoise LLC | 308,145 | $8.96M | $11.07M | $2.11M | 23.54% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 132,708 | $3.57M | $4.68M | $1.11M | 31.07% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 142,657 | $3.95M | $5.13M | $1.17M | 29.62% |
| WTM W. Travis McKinney HB Wealth Management LLC | 41,137 | $1.2M | $1.47M | $278,042.81 | 23.23% |
| NG Nathan Geraci ETF Store Inc. | 11,736 | $352,761.95 | $421,674.48 | $68,912.53 | 19.54% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,144 | $37,523.44 | $41,018.12 | $3,494.68 | 9.31% |
| WJ William Jollie Quent Capital LLC | 425 | $13,990.55 | $15,266 | $1,275.45 | 9.12% |
| EM Erin Mccann Simplicity Wealth LLC | 21,011 | $701,137.07 | $753,349.4 | $52,212.33 | 7.45% |
Michael Byun SageView Advisory Group LLC | 3.36M | $96.52M | $120.65M | $24.13M | 25% |
Brian Clay Clay Northam Wealth Management LLC | 48,556 | $1.44M | $1.74M | $299,416.66 | 20.77% |