| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Morgan Christen Spinnaker Investment Group LLC | 1,783 | $224,069.61 | $225,513.84 | $1,444.23 | 0.64% |
Michael Hackman HFG Advisors Inc. | 2,432 | $201,637.12 | $297,506.56 | $95,869.44 | 47.55% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 4,169 | $259,453.76 | $506,220.82 | $246,767.06 | 95.11% |
| MWM Marion Wealth Management Marion Wealth Management | 59,151 | $3.05M | $7.27M | $4.22M | 138.15% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,490 | $198,522.7 | $441,415.2 | $242,892.5 | 122.35% |
W. Travis McKinney HB Wealth Management LLC | 223,842 | $18.08M | $27.38M | $9.31M | 51.49% |
| MC mike Chen Byrne Asset Management LLC | 1,455 | $120,191.84 | $178,746.75 | $58,554.91 | 48.72% |
Courtney Lawson Autumn Glory Partners LLC | 13,451 | $766,338.29 | $1.7M | $934,944.19 | 122% |
| FCI Family CFO Inc Family CFO Inc | 2,128 | $254,338.56 | $258,913.76 | $4,575.2 | 1.8% |
Allison Tronnes Forum Financial Management LP | 11,546 | $1.07M | $1.42M | $351,747.52 | 32.98% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,939 | $231,749.28 | $237,120.31 | $5,371.03 | 2.32% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,944 | $232,346.88 | $245,877.12 | $13,530.24 | 5.82% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,368 | $976,686.34 | $1.27M | $297,022.46 | 30.41% |
William Jollie Quent Capital LLC | 3,536 | $422,622.72 | $432,594.24 | $9,971.52 | 2.36% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 4,585 | $232,842.71 | $560,928.9 | $328,086.19 | 140.9% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 5,219 | $255,179.92 | $660,099.12 | $404,919.2 | 158.68% |
Missy Straw Nilsine Partners LLC | 8,152 | $711,017.44 | $1M | $290,455.76 | 40.85% |
Dalila Toledo Ascent Group LLC | 37,398 | $2.06M | $4.55M | $2.48M | 120.51% |
| EM Erin Mccann Simplicity Wealth LLC | 28,626 | $3.13M | $3.48M | $347,377.36 | 11.09% |
Patrick O'Connell Security Financial Services Inc. | 88,080 | $5.04M | $11.14M | $6.1M | 120.85% |