| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CB Catherine Bluvol Next Level Private LLC | 4,024 | $558,991.31 | $830,573.72 | $271,582.41 | 48.58% |
Sean Reitenbach Prosperity Consulting Group LLC | 12,923 | $2.17M | $2.66M | $487,733.91 | 22.49% |
Gery Sadzewicz Forum Private Client Group LLC | 2,263 | $330,962.73 | $463,485.03 | $132,522.3 | 40.04% |
Samantha Pierangeli City State Bank | 1,467 | $198,097.48 | $301,387.81 | $103,290.33 | 52.14% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 2,139 | $321,555.87 | $438,152.76 | $116,596.89 | 36.26% |
Morgan Christen Spinnaker Investment Group LLC | 1,239 | $217,110.32 | $254,973.81 | $37,863.49 | 17.44% |
Michael Hackman HFG Advisors Inc. | 34,148 | $5.18M | $7.01M | $1.83M | 35.26% |
W. Travis McKinney HB Wealth Management LLC | 39,166 | $6.03M | $8.04M | $2.01M | 33.39% |
Mark Perrault Intergy Private Wealth LLC | 9,709 | $1.52M | $2M | $486,587.27 | 32.07% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 5,439 | $805,104.28 | $1.12M | $317,668.49 | 39.46% |
Courtney Lawson Autumn Glory Partners LLC | 4,001 | $709,657.37 | $826,406.55 | $116,749.18 | 16.45% |
Allison Tronnes Forum Financial Management LP | 2,147 | $364,759.52 | $441,584.22 | $76,824.7 | 21.06% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,081 | $901,732.22 | $1.04M | $142,159.23 | 15.77% |
William Jollie Quent Capital LLC | 79 | $15,610.4 | $16,213.96 | $603.56 | 3.87% |
Dalila Toledo Ascent Group LLC | 21,151 | $3.29M | $4.35M | $1.05M | 32.06% |
| EM Erin Mccann Simplicity Wealth LLC | 1,832 | $337,600.96 | $375,349.32 | $37,748.36 | 11.18% |
Michael Byun SageView Advisory Group LLC | 9,080 | $1.52M | $1.87M | $344,504.35 | 22.64% |
Nichole Raftopoulos Nvest Financial LLC | 5,318 | $1.05M | $1.1M | $48,446.93 | 4.61% |
Kristofer Gray Integrity Financial Corp. /WA | 25 | $4,013.5 | $5,146 | $1,132.5 | 28.22% |
Mark Vicencio Lowery Thomas LLC | 1,935 | $260,523.23 | $396,113.85 | $135,590.62 | 52.05% |