| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 70,848 | $3.64M | $4.94M | $1.3M | 35.85% |
Gery Sadzewicz Forum Private Client Group LLC | 3,050 | $217,312.5 | $213,850.75 | -$3,461.75 | -1.59% |
Samantha Pierangeli City State Bank | 25,910 | $1.29M | $1.81M | $519,262.6 | 40.35% |
Christopher Pelch Vance Wealth LLC | 3,785 | $244,571.91 | $265,839.47 | $21,267.56 | 8.7% |
Michael Schneck Gridiron Partners LLC | 40,444 | $2.57M | $2.82M | $253,736.36 | 9.88% |
| EI Excelsior Investors Intelligent Financial Strategies | 6,171 | $342,952.57 | $431,167.77 | $88,215.2 | 25.72% |
Suzanne Hammer 5th Street Advisors LLC | 8,651 | $540,427.97 | $603,450.5 | $63,022.53 | 11.66% |
Morgan Christen Spinnaker Investment Group LLC | 17,028 | $1.1M | $1.19M | $92,304.09 | 8.39% |
Randy D. Kurtz Upper Left Wealth Management LLC | 315,423 | $21.26M | $22.16M | $896,470.19 | 4.22% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 20,208 | $1.02M | $1.42M | $398,875.8 | 39.1% |
W. Travis McKinney HB Wealth Management LLC | 309,577 | $16.14M | $21.74M | $5.6M | 34.7% |
Daniel Forbes Forbes Financial Planning Inc. | 196,183 | $9.59M | $13.7M | $4.11M | 42.87% |
| MC mike Chen Byrne Asset Management LLC | 100 | $5,106 | $6,979.5 | $1,873.5 | 36.69% |
Mark Perrault Intergy Private Wealth LLC | 414,361 | $20.39M | $28.94M | $8.55M | 41.91% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 49,864 | $2.56M | $3.5M | $940,247.49 | 36.78% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 8,290 | $547,508.17 | $582,331.05 | $34,822.88 | 6.36% |
Nathan Geraci ETF Store Inc. | 96,254 | $5.29M | $6.75M | $1.46M | 27.51% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 60,192 | $4.18M | $4.23M | $51,604.13 | 1.24% |
Russell Mohberg Regatta Capital Group LLC | 8,479 | $604,128.75 | $595,649.75 | -$8,479 | -1.4% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 562 | $30,839.84 | $39,337.19 | $8,497.35 | 27.55% |