| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 21,293 | $565,401.09 | $639,850.39 | $74,449.3 | 13.17% |
Kathleen Thornhill Confluence Wealth Services Inc. | 15,506 | $456,341.58 | $465,335.06 | $8,993.48 | 1.97% |
Bill McVay Red Tortoise LLC | 286,631 | $5.03M | $8.61M | $3.58M | 71.14% |
Samantha Pierangeli City State Bank | 1,878 | $42,480.36 | $56,302.44 | $13,822.08 | 32.54% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 467,675 | $8.87M | $14.17M | $5.3M | 59.71% |
W. Travis McKinney HB Wealth Management LLC | 3.15M | $52.05M | $95.49M | $43.44M | 83.45% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 12,327 | $362,783.61 | $369,933.27 | $7,149.66 | 1.97% |
Nathan Geraci ETF Store Inc. | 148,227 | $3.37M | $4.5M | $1.13M | 33.46% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 13,323 | $308,827.14 | $404,486.28 | $95,659.14 | 30.97% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 41,710 | $791,238.7 | $1.26M | $467,360.55 | 59.07% |
Sue Cox BetterWealth LLC | 10,332 | $264,912.48 | $312,543 | $47,630.52 | 17.98% |
Michelle McCarthy Vantage Financial Partners LLC | 105,304 | $2.38M | $3.18M | $798,597.92 | 33.5% |
Allison Tronnes Forum Financial Management LP | 26,189 | $614,037.55 | $789,336.46 | $175,298.91 | 28.55% |
Michael O'Connor Capasso Planning Partners LLC | 21,465 | $464,818.59 | $649,638.22 | $184,819.63 | 39.76% |
Paul Elam Oak Harbor Wealth Partners LLC | 287 | $7,358.68 | $8,676.01 | $1,317.33 | 17.9% |
| LWL Leo Wealth LLC Leo Wealth LLC | 21,452 | $577,283.15 | $644,847.12 | $67,563.97 | 11.7% |
Christopher Clancy Global Wealth Strategies & Associates | 15,214 | $303,606.15 | $459,082.45 | $155,476.3 | 51.21% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 38,725 | $783,728.94 | $1.17M | $384,217.06 | 49.02% |
Marc H. Stone Tyler-Stone Wealth Management | 14,594 | $356,677.36 | $439,717.22 | $83,039.86 | 23.28% |
Dalila Toledo Ascent Group LLC | 27,977 | $633,922.37 | $838,750.46 | $204,828.09 | 32.31% |