| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brenda Bickle Adamsbrown Wealth Consultants LLC | 35,276 | $917,863.38 | $1.22M | $300,770.73 | 32.77% |
W. Travis McKinney HB Wealth Management LLC | 372,500 | $9.04M | $12.87M | $3.83M | 42.44% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 16,880 | $408,950.98 | $582,275.6 | $173,324.62 | 42.38% |
Nathan Geraci ETF Store Inc. | 54,302 | $1.52M | $1.88M | $356,706.94 | 23.48% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 14,046 | $517,876.02 | $485,219.07 | -$32,656.95 | -6.31% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 78,131 | $2.08M | $2.68M | $596,274.84 | 28.61% |
Michelle McCarthy Vantage Financial Partners LLC | 83,970 | $2.33M | $2.89M | $563,018.85 | 24.21% |
Allison Tronnes Forum Financial Management LP | 7,589 | $226,983.15 | $259,240.24 | $32,257.09 | 14.21% |
Paul Elam Oak Harbor Wealth Partners LLC | 480 | $12,052.8 | $16,521.6 | $4,468.8 | 37.08% |
William Jollie Quent Capital LLC | 15 | $464.4 | $518.25 | $53.85 | 11.6% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 12,330 | $334,980.65 | $422,795.7 | $87,815.05 | 26.21% |
| EM Erin Mccann Simplicity Wealth LLC | 348,047 | $12.83M | $11.97M | -$864,896.8 | -6.74% |
Michael Byun SageView Advisory Group LLC | 24,040 | $674,150.21 | $820,605.4 | $146,455.19 | 21.72% |
Kristofer Gray Integrity Financial Corp. /WA | 64,507 | $2.38M | $2.21M | -$166,393.13 | -7% |
Mark Vicencio Lowery Thomas LLC | 34,048 | $795,063.72 | $1.17M | $374,655.32 | 47.12% |
Kristen Williams Athena Investment Management | 67,000 | $1.58M | $2.32M | $742,501.75 | 46.99% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 106,296 | $2.57M | $3.67M | $1.09M | 42.49% |
Christopher Warner WARNER FINANCIAL Inc. | 59,738 | $1.5M | $2.06M | $559,996.18 | 37.23% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 191,018 | $5.11M | $6.56M | $1.45M | 28.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 29,089 | $719,850.7 | $1.01M | $285,174.25 | 39.62% |