| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Randy D. Kurtz Upper Left Wealth Management LLC | 182,091 | $3.47M | $4.95M | $1.47M | 42.47% |
W. Travis McKinney HB Wealth Management LLC | 1.44M | $26.9M | $38.79M | $11.88M | 44.16% |
| MC mike Chen Byrne Asset Management LLC | 1,127 | $31,217.9 | $30,378.28 | -$839.62 | -2.69% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 22,846 | $557,818.78 | $615,471.24 | $57,652.46 | 10.34% |
Mark Perrault Intergy Private Wealth LLC | 701,912 | $13.67M | $18.9M | $5.23M | 38.23% |
Nathan Geraci ETF Store Inc. | 24,605 | $544,106.02 | $664,950.12 | $120,844.1 | 22.21% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 8,089 | $224,065.3 | $220,223.02 | -$3,842.28 | -1.71% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 975 | $22,723.03 | $26,393.35 | $3,670.32 | 16.15% |
Sue Cox BetterWealth LLC | 13,991 | $346,277.25 | $378,036.82 | $31,759.57 | 9.17% |
Michelle McCarthy Vantage Financial Partners LLC | 39,147 | $794,505.26 | $1.06M | $268,531.52 | 33.8% |
Allison Tronnes Forum Financial Management LP | 44,393 | $918,566.2 | $1.2M | $276,937.29 | 30.15% |
Michael O'Connor Capasso Planning Partners LLC | 27,838 | $400,393.12 | $750,234.1 | $349,840.98 | 87.37% |
Paul Elam Oak Harbor Wealth Partners LLC | 123 | $3,044.25 | $3,340.38 | $296.13 | 9.73% |
Christopher Clancy Global Wealth Strategies & Associates | 11,264 | $262,227.53 | $304,917.61 | $42,690.08 | 16.28% |
William Jollie Quent Capital LLC | 7,945 | $155,454.88 | $214,673.9 | $59,219.02 | 38.09% |
Timothy R. Guthrie Bullseye Investment Management LLC | 3,438 | $82,649.52 | $92,997.9 | $10,348.38 | 12.52% |
Jonathan Straus Commons Capital LLC | 7,806 | $216,226.2 | $210,644.91 | -$5,581.29 | -2.58% |
| EM Erin Mccann Simplicity Wealth LLC | 115,421 | $2.62M | $3.11M | $488,128.94 | 18.63% |
Christopher Schurmann Summit Investment Advisory Services LLC | 10,643 | $255,858 | $287,041.71 | $31,183.71 | 12.19% |
Michael Byun SageView Advisory Group LLC | 6.26M | $126.19M | $168.65M | $42.47M | 33.66% |