| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Morgan Christen Spinnaker Investment Group LLC | 2,426 | $499,889.41 | $551,927.13 | $52,037.72 | 10.41% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,487 | $324,879.76 | $336,448.62 | $11,568.86 | 3.56% |
| MWM Marion Wealth Management Marion Wealth Management | 8,022 | $1.59M | $1.82M | $225,151.53 | 14.16% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,617 | $773,061.41 | $835,436.61 | $62,375.2 | 8.07% |
| MC mike Chen Byrne Asset Management LLC | 100 | $21,373 | $23,097.5 | $1,724.5 | 8.07% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,063 | $382,345.87 | $470,137.07 | $87,791.2 | 22.96% |
Courtney Lawson Autumn Glory Partners LLC | 918 | $206,173.62 | $209,203.02 | $3,029.4 | 1.47% |
Marc H. Stone Tyler-Stone Wealth Management | 3,972 | $832,390.88 | $917,432.74 | $85,041.86 | 10.22% |
Michael Byun SageView Advisory Group LLC | 49 | $10,352 | $11,304.79 | $952.79 | 9.2% |
| NR Nichole Raftopoulos Nvest Financial LLC | 10,718 | $2.31M | $2.48M | $168,693.74 | 7.31% |
Kristofer Gray Integrity Financial Corp. /WA | 54 | $11,357.01 | $12,472.65 | $1,115.64 | 9.82% |
| JP Jaimie Palmer Beacon Capital Management LLC | 1,137 | $219,027.99 | $262,294.53 | $43,266.54 | 19.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 70,624 | $14.17M | $16.22M | $2.05M | 14.46% |
Craig Johnsen Fortitude Advisory Group LLC | 1,290 | $257,844.42 | $296,654.85 | $38,810.43 | 15.05% |
| EL Edward Lowndes Angeles Wealth Management LLC | 6 | $1,347.54 | $1,379.79 | $32.25 | 2.39% |
| JR James Rukstalis ESG Planning DBA Harper Investing | 15,938 | $3.39M | $3.67M | $277,839.09 | 8.2% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 232 | $44,441.69 | $53,815.88 | $9,374.19 | 21.09% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 5,468 | $1.13M | $1.26M | $124,400.28 | 10.98% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1,950 | $373,562 | $448,139.25 | $74,577.25 | 19.96% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 955 | $201,868 | $219,473.32 | $17,605.32 | 8.72% |