| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Suzanne Hammer 5th Street Advisors LLC | 8,651 | $540,427.97 | $610,933.62 | $70,505.65 | 13.05% |
Morgan Christen Spinnaker Investment Group LLC | 15,449 | $988,077.58 | $1.09M | $102,930.8 | 10.42% |
Randy D. Kurtz Upper Left Wealth Management LLC | 47,357 | $2.33M | $3.34M | $1.01M | 43.3% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 20,208 | $1.02M | $1.43M | $406,959 | 39.89% |
W. Travis McKinney HB Wealth Management LLC | 295,068 | $15.11M | $20.84M | $5.73M | 37.93% |
Daniel Forbes Forbes Financial Planning Inc. | 196,183 | $9.59M | $13.85M | $4.27M | 44.52% |
| MC mike Chen Byrne Asset Management LLC | 100 | $5,106 | $7,062 | $1,956 | 38.31% |
Mark Perrault Intergy Private Wealth LLC | 399,211 | $19.32M | $28.19M | $8.87M | 45.91% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 49,864 | $2.56M | $3.52M | $964,680.85 | 37.73% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 8,290 | $547,508.17 | $585,439.8 | $37,931.63 | 6.93% |
Nathan Geraci ETF Store Inc. | 96,254 | $5.29M | $6.8M | $1.5M | 28.41% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 60,192 | $4.18M | $4.43M | $253,548.29 | 6.07% |
Russell Mohberg Regatta Capital Group LLC | 8,479 | $604,128.75 | $621,510.7 | $17,381.95 | 2.88% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 562 | $30,839.84 | $39,688.44 | $8,848.6 | 28.69% |
Courtney Lawson Autumn Glory Partners LLC | 72,382 | $4.46M | $5.11M | $646,943 | 14.49% |
| FCI Family CFO Inc Family CFO Inc | 39,454 | $1.9M | $2.79M | $885,804.14 | 46.61% |
Sue Cox BetterWealth LLC | 12,579 | $740,884.76 | $888,328.98 | $147,444.22 | 19.9% |
Jeremy Baltz Raleigh Capital Management Inc. | 11,207 | $539,013.52 | $791,438.34 | $252,424.82 | 46.83% |
Michelle McCarthy Vantage Financial Partners LLC | 5,463 | $279,022.77 | $385,797.06 | $106,774.29 | 38.27% |
Allison Tronnes Forum Financial Management LP | 62,912 | $2.91M | $4.44M | $1.53M | 52.77% |