| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Ali Monsefi Aire Advisors LLC | 22,570 | $500,709.8 | $798,300.9 | $297,591.1 | 59.43% |
Jason Whitby Stone Summit Wealth LLC | 12,590 | $267,824.83 | $428,941.3 | $161,116.47 | 60.16% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 12,114 | $284,686.74 | $412,723.98 | $128,037.24 | 44.97% |
David B. Short Investments & Financial Planning LLC | 19,748 | $502,572.52 | $694,932.12 | $192,359.6 | 38.27% |
Tyler Glazier New Millennium Group LLC | 60 | $1,481.4 | $2,044.2 | $562.8 | 37.99% |
Caroline Jankowski Operose Advisors LLC | 2,330 | $71,065 | $81,992.7 | $10,927.7 | 15.38% |
Joshua Moeller Hill Island Financial LLC | 8,096 | $176,963.02 | $282,226.56 | $105,263.54 | 59.48% |
Brian Ramsay Wealthspan Partners LLC | 10,031 | $251,727.47 | $341,756.17 | $90,028.7 | 35.76% |
Kathryn Brown Morton Brown Family Wealth LLC | 354 | $7,738.44 | $12,060.78 | $4,322.34 | 55.86% |
Eric Lai Archvest Wealth Advisors Inc. | 10,804 | $329,522 | $368,092.28 | $38,570.28 | 11.7% |
Andrew Burkey Joseph Group Capital Management | 131,497 | $3.11M | $4.48M | $1.37M | 43.93% |
Kelly Kaczmarczyk Dravo Bay LLC | 1.45M | $39.91M | $50.69M | $10.78M | 27.03% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 12,816 | $312,838.56 | $446,765.76 | $133,927.2 | 42.81% |
W. Travis McKinney HB Wealth Management LLC | 94,673 | $2.38M | $3.23M | $843,010.12 | 35.38% |
Nathan Geraci ETF Store Inc. | 77,113 | $2.24M | $2.63M | $391,365 | 17.5% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 7,792 | $207,813.09 | $275,603.04 | $67,789.95 | 32.62% |
Allison Tronnes Forum Financial Management LP | 9,185 | $269,781.69 | $312,932.95 | $43,151.26 | 15.99% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,846 | $232,332.44 | $267,313.22 | $34,980.78 | 15.06% |
Christopher Clancy Global Wealth Strategies & Associates | 11,961 | $349,990.07 | $407,511.27 | $57,521.2 | 16.44% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 6,382 | $161,756.8 | $225,731.34 | $63,974.54 | 39.55% |