| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hammer 5th Street Advisors LLC | 825 | $371,019 | $325,338.75 | -$45,680.25 | -12.31% |
| TA Thomas Anderton 626 Financial LLC | 2,230 | $447,116.42 | $871,684.7 | $424,568.28 | 94.96% |
| MC Morgan Christen Spinnaker Investment Group LLC | 968 | $399,064.28 | $383,312.9 | -$15,751.38 | -3.95% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 6,240 | $1.57M | $2.46M | $889,321.66 | 56.59% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,749 | $931,538.29 | $1.07M | $143,018.32 | 15.35% |
| WTM W. Travis McKinney HB Wealth Management LLC | 117,245 | $31.23M | $45.33M | $14.1M | 45.14% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,922 | $709,524.37 | $751,617.32 | $42,092.95 | 5.93% |
| LF Lukas Feh LGT Group Foundation | 53,534 | $11.1M | $20.93M | $9.83M | 88.52% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 32,059 | $11.92M | $12.53M | $613,609.26 | 5.15% |
| RF Ryan Fink Treasure Coast Financial Planning | 834 | $211,909.5 | $326,002.26 | $114,092.76 | 53.84% |
| MC mike Chen Byrne Asset Management LLC | 47 | $20,585.04 | $18,169.5 | -$2,415.54 | -11.73% |
Mark Perrault Intergy Private Wealth LLC | 3,170 | $843,237.92 | $1.21M | $364,024.88 | 43.17% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 12,638 | $3.32M | $4.94M | $1.62M | 48.73% |
Maria Howe Carroll Investors Inc. | 60,063 | $19.89M | $23.48M | $3.59M | 18.03% |
Kenyon Lederer Pinnacle Wealth Management LLC | 4,614 | $1.23M | $1.8M | $571,008.59 | 46.33% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 617 | $168,008.86 | $241,179.13 | $73,170.27 | 43.55% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 633 | $282,047.76 | $247,433.37 | -$34,614.39 | -12.27% |
| RM Russell Mohberg Regatta Capital Group LLC | 12,707 | $1.66M | $4.97M | $3.31M | 200.08% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 85 | $36,238.1 | $33,240.1 | -$2,998 | -8.27% |
Courtney Lawson Autumn Glory Partners LLC | 1,029 | $430,014.48 | $402,225.81 | -$27,788.67 | -6.46% |