| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Randy D. Kurtz Upper Left Wealth Management LLC | 4,630 | $1.05M | $1.33M | $273,450.96 | 25.97% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,050 | $472,615.12 | $589,395.5 | $116,780.38 | 24.71% |
W. Travis McKinney HB Wealth Management LLC | 105,892 | $24.36M | $30.49M | $6.14M | 25.2% |
| MC mike Chen Byrne Asset Management LLC | 163 | $33,282.23 | $46,332.75 | $13,050.52 | 39.21% |
Mark Perrault Intergy Private Wealth LLC | 2,360 | $584,711.46 | $670,995.2 | $86,283.74 | 14.76% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 2,835 | $767,272.97 | $818,010.9 | $50,737.93 | 6.61% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 4,994 | $1.12M | $1.44M | $314,874.53 | 28.09% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 4,450 | $1.26M | $1.28M | $15,524.28 | 1.23% |
Russell Mohberg Regatta Capital Group LLC | 3,811 | $883,181.04 | $1.09M | $208,460.85 | 23.6% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 555 | $124,205.58 | $158,480.25 | $34,274.67 | 27.6% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 39,531 | $8.96M | $11.28M | $2.32M | 25.91% |
Courtney Lawson Autumn Glory Partners LLC | 5,386 | $1.38M | $1.54M | $159,682.57 | 11.54% |
| FCI Family CFO Inc Family CFO Inc | 1,978 | $443,388.64 | $566,202.5 | $122,813.86 | 27.7% |
Sue Cox BetterWealth LLC | 1,248 | $327,617.76 | $359,386.56 | $31,768.8 | 9.7% |
Jeremy Baltz Raleigh Capital Management Inc. | 684 | $134,641.93 | $194,149.98 | $59,508.05 | 44.2% |
Michelle McCarthy Vantage Financial Partners LLC | 3,383 | $802,481.43 | $969,128.01 | $166,646.58 | 20.77% |
Allison Tronnes Forum Financial Management LP | 1,571 | $373,663.3 | $446,666.72 | $73,003.42 | 19.54% |
Paul Elam Oak Harbor Wealth Partners LLC | 3,825 | $956,687.69 | $1.1M | $139,155.68 | 14.55% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,353 | $607,056.93 | $669,334.38 | $62,277.45 | 10.26% |
Christopher Clancy Global Wealth Strategies & Associates | 1,541 | $401,631.67 | $439,847.63 | $38,215.96 | 9.52% |