| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 1,878 | $42,480.36 | $55,288.32 | $12,807.96 | 30.15% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 467,675 | $8.87M | $14.27M | $5.4M | 60.92% |
W. Travis McKinney HB Wealth Management LLC | 3.07M | $49.73M | $90.3M | $40.57M | 81.59% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 12,327 | $362,783.61 | $362,906.88 | $123.27 | 0.03% |
Nathan Geraci ETF Store Inc. | 148,227 | $3.37M | $4.36M | $990,720.29 | 29.37% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 13,323 | $308,827.14 | $408,216.72 | $99,389.58 | 32.18% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 42,952 | $814,799.44 | $1.26M | $449,707.44 | 55.19% |
Sue Cox BetterWealth LLC | 10,332 | $264,912.48 | $304,174.08 | $39,261.6 | 14.82% |
Michelle McCarthy Vantage Financial Partners LLC | 105,304 | $2.38M | $3.1M | $716,460.8 | 30.06% |
Allison Tronnes Forum Financial Management LP | 26,189 | $614,037.55 | $771,004.16 | $156,966.61 | 25.56% |
Michael O'Connor Capasso Planning Partners LLC | 21,465 | $464,818.59 | $649,745.55 | $184,926.96 | 39.78% |
Paul Elam Oak Harbor Wealth Partners LLC | 287 | $7,358.68 | $8,449.28 | $1,090.6 | 14.82% |
| LWL Leo Wealth LLC Leo Wealth LLC | 21,452 | $577,283.15 | $631,546.88 | $54,263.73 | 9.4% |
Christopher Clancy Global Wealth Strategies & Associates | 15,204 | $303,306.15 | $447,605.76 | $144,299.61 | 47.58% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 38,725 | $783,728.94 | $1.19M | $402,805.06 | 51.4% |
Dalila Toledo Ascent Group LLC | 26,180 | $581,036.66 | $770,739.2 | $189,702.54 | 32.65% |
| EM Erin Mccann Simplicity Wealth LLC | 126,577 | $3.35M | $3.73M | $377,256.46 | 11.26% |
Patrick O'Connell Security Financial Services Inc. | 32,982 | $630,971.19 | $970,990.08 | $340,018.89 | 53.89% |
Christopher Schurmann Summit Investment Advisory Services LLC | 11,280 | $297,115.2 | $332,083.2 | $34,968 | 11.77% |
Michael Byun SageView Advisory Group LLC | 42,187 | $1.11M | $1.29M | $176,130.01 | 15.85% |