| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Morgan Christen Spinnaker Investment Group LLC | 48,940 | $1.06M | $1.32M | $257,523.83 | 24.2% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 225,409 | $4.31M | $6.09M | $1.78M | 41.17% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1.41M | $26.3M | $38.18M | $11.88M | 45.18% |
| MC mike Chen Byrne Asset Management LLC | 1,127 | $31,217.9 | $30,564.13 | -$653.77 | -2.09% |
| RW Roger Wittlin Roger Wittlin Investment Advisory LLC | 22,846 | $557,818.78 | $617,070.46 | $59,251.68 | 10.62% |
Mark Perrault Intergy Private Wealth LLC | 673,896 | $12.9M | $18.2M | $5.3M | 41.05% |
| NG Nathan Geraci ETF Store Inc. | 30,863 | $672,770.5 | $833,609.63 | $160,839.13 | 23.91% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 975 | $22,723.03 | $26,334.75 | $3,611.72 | 15.89% |
| SC Sue Cox BetterWealth LLC | 15,174 | $375,556.5 | $409,849.74 | $34,293.24 | 9.13% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 39,147 | $794,505.26 | $1.06M | $262,855.21 | 33.08% |
Allison Tronnes Forum Financial Management LP | 41,725 | $844,042.44 | $1.13M | $282,949.81 | 33.52% |
| MO Michael O'Connor Capasso Planning Partners LLC | 27,838 | $400,393.12 | $751,904.38 | $351,511.26 | 87.79% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 4,940 | $119,042.07 | $133,429.4 | $14,387.33 | 12.09% |
Christopher Clancy Global Wealth Strategies & Associates | 11,757 | $273,704.64 | $317,556.57 | $43,851.93 | 16.02% |
| WJ William Jollie Quent Capital LLC | 10,686 | $206,163.38 | $288,628.86 | $82,465.48 | 40% |
| EM Erin Mccann Simplicity Wealth LLC | 93,471 | $2.01M | $2.52M | $513,085.23 | 25.51% |
Christopher Schurmann Summit Investment Advisory Services LLC | 10,643 | $255,858 | $287,467.43 | $31,609.43 | 12.35% |
Michael Byun SageView Advisory Group LLC | 6.61M | $133.5M | $178.59M | $45.08M | 33.77% |
Brian Clay Clay Northam Wealth Management LLC | 44,225 | $839,714.89 | $1.19M | $354,802.36 | 42.25% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 71,548 | $1.15M | $1.93M | $778,599.33 | 67.47% |