| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Morgan Christen Spinnaker Investment Group LLC | 3,024 | $243,643.68 | $244,792.8 | $1,149.12 | 0.47% |
Michael Hackman HFG Advisors Inc. | 2,832 | $207,946.88 | $234,178.08 | $26,231.2 | 12.61% |
| MWM Marion Wealth Management Marion Wealth Management | 7,348 | $514,066.08 | $594,820.6 | $80,754.52 | 15.71% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 12,249 | $783,218.01 | $991,556.55 | $208,338.54 | 26.6% |
W. Travis McKinney HB Wealth Management LLC | 454,584 | $28.06M | $36.8M | $8.74M | 31.15% |
| MC mike Chen Byrne Asset Management LLC | 2,636 | $164,805.92 | $213,384.2 | $48,578.28 | 29.48% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 58,010 | $3M | $4.7M | $1.69M | 56.44% |
Mark Perrault Intergy Private Wealth LLC | 47,095 | $2.95M | $3.81M | $863,271.74 | 29.27% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 3,339 | $176,301.55 | $270,292.05 | $93,990.5 | 53.31% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 11,794 | $751,240.42 | $996,121.24 | $244,880.82 | 32.6% |
Nathan Geraci ETF Store Inc. | 11,404 | $763,207.52 | $923,153.8 | $159,946.28 | 20.96% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,111 | $250,653.27 | $262,755.06 | $12,101.79 | 4.83% |
Russell Mohberg Regatta Capital Group LLC | 3,268 | $235,203.68 | $273,106.76 | $37,903.08 | 16.12% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 496 | $36,426.24 | $40,151.2 | $3,724.96 | 10.23% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 199,782 | $12.87M | $16.17M | $3.3M | 25.62% |
Courtney Lawson Autumn Glory Partners LLC | 13,132 | $952,857.92 | $1.06M | $110,177.48 | 11.56% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,192 | $83,820.44 | $96,492.4 | $12,671.96 | 15.12% |
Michelle McCarthy Vantage Financial Partners LLC | 10,056 | $663,709.84 | $814,033.2 | $150,323.36 | 22.65% |
Allison Tronnes Forum Financial Management LP | 15,576 | $1.12M | $1.26M | $141,015 | 12.59% |
Paul Elam Oak Harbor Wealth Partners LLC | 33,491 | $2.39M | $2.75M | $358,684.76 | 14.99% |