| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Morgan Christen Spinnaker Investment Group LLC | 9,396 | $1.76M | $2.25M | $485,097.89 | 27.53% |
Michael Hackman HFG Advisors Inc. | 3,248 | $560,075.49 | $796,507.04 | $236,431.55 | 42.21% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 27,428 | $5.67M | $6.73M | $1.05M | 18.56% |
W. Travis McKinney HB Wealth Management LLC | 5.76M | $1B | $1.38B | $377.24M | 37.68% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,286 | $224,278.49 | $307,572.62 | $83,294.13 | 37.14% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 4,639 | $729,227.07 | $1.11M | $380,282.56 | 52.15% |
Mark Perrault Intergy Private Wealth LLC | 954 | $195,255.18 | $228,168.18 | $32,913 | 16.86% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 60,179 | $10.19M | $14.39M | $4.2M | 41.2% |
Taylor Fairman Eagle Rock Investment Company LLC | 3,379 | $579,333.22 | $808,155.43 | $228,822.21 | 39.5% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 4,860 | $810,446.67 | $1.19M | $382,100.13 | 47.15% |
Nathan Geraci ETF Store Inc. | 1,125 | $223,160.18 | $269,066.25 | $45,906.07 | 20.57% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 37,684 | $8.92M | $9.25M | $330,111.84 | 3.7% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 240 | $51,789.6 | $57,400.8 | $5,611.2 | 10.83% |
Courtney Lawson Autumn Glory Partners LLC | 3,237 | $589,436.79 | $774,193.29 | $184,756.5 | 31.34% |
| FCI Family CFO Inc Family CFO Inc | 104,202 | $17.41M | $24.92M | $7.52M | 43.19% |
Sue Cox BetterWealth LLC | 1,445 | $310,761.7 | $345,600.65 | $34,838.95 | 11.21% |
Michelle McCarthy Vantage Financial Partners LLC | 9,543 | $1.89M | $2.28M | $390,132.28 | 20.62% |
Allison Tronnes Forum Financial Management LP | 5,685 | $976,413.99 | $1.36M | $383,267.46 | 39.25% |
| LWL Leo Wealth LLC Leo Wealth LLC | 37,720 | $6.66M | $9.02M | $2.37M | 35.54% |
Christopher Clancy Global Wealth Strategies & Associates | 106,556 | $20.7M | $25.48M | $4.79M | 23.14% |