| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Ramsay Wealthspan Partners LLC | 35,123 | $969,733.98 | $1.2M | $230,770.16 | 23.8% |
Kathryn Brown Morton Brown Family Wealth LLC | 9,185 | $191,203.37 | $313,943.3 | $122,739.93 | 64.19% |
| EL Eric Lai Archvest Wealth Advisors Inc. | 18,643 | $543,070.59 | $637,217.74 | $94,147.15 | 17.34% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 245,760 | $6M | $8.4M | $2.4M | 39.97% |
| JN John Nunn Paradigm Capital Management LLC/NV | 53,407 | $1.58M | $1.83M | $245,012.29 | 15.5% |
Andrew Burkey Joseph Group Capital Management | 118,705 | $2.25M | $4.06M | $1.81M | 80.41% |
Kelly Kaczmarczyk Dravo Bay LLC | 1.28M | $33.08M | $43.59M | $10.51M | 31.78% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 23,291 | $611,791.31 | $796,086.38 | $184,295.07 | 30.12% |
| SP Samantha Pierangeli City State Bank | 221 | $6,297.87 | $7,553.78 | $1,255.91 | 19.94% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 16,092 | $308,487.08 | $550,024.56 | $241,537.48 | 78.3% |
Brett Lee Planning Center Inc. | 31,296 | $789,433.44 | $1.07M | $280,263.84 | 35.5% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 13,720 | $223,498.8 | $468,949.6 | $245,450.8 | 109.82% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 10,873 | $208,100.28 | $371,639.14 | $163,538.86 | 78.59% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1.74M | $32.38M | $59.4M | $27.02M | 83.45% |
| NG Nathan Geraci ETF Store Inc. | 20,313 | $566,454.67 | $694,298.34 | $127,843.67 | 22.57% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 15,022 | $418,677 | $513,451.96 | $94,774.96 | 22.64% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 29,434 | $760,344.22 | $1.01M | $245,709.9 | 32.32% |
Allison Tronnes Forum Financial Management LP | 22,659 | $639,934.24 | $774,484.62 | $134,550.38 | 21.03% |
| LWL Leo Wealth LLC Leo Wealth LLC | 590,246 | $19.22M | $20.17M | $950,175.57 | 4.94% |
Christopher Clancy Global Wealth Strategies & Associates | 23,882 | $766,368.72 | $816,286.76 | $49,918.04 | 6.51% |