| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Russell Mohberg Regatta Capital Group LLC | 6,414 | $1.74M | $2.37M | $624,678.21 | 35.89% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 298 | $72,669.78 | $109,890.48 | $37,220.7 | 51.22% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 833 | $181,810.58 | $307,177.08 | $125,366.5 | 68.95% |
Courtney Lawson Autumn Glory Partners LLC | 34,041 | $10.32M | $12.55M | $2.24M | 21.68% |
| FCI Family CFO Inc Family CFO Inc | 154,451 | $36.61M | $56.96M | $20.34M | 55.57% |
| SC Sue Cox BetterWealth LLC | 1,802 | $578,099.62 | $664,505.52 | $86,405.9 | 14.95% |
Jeremy Baltz Raleigh Capital Management Inc. | 145 | $43,417.45 | $53,470.2 | $10,052.75 | 23.15% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 5,108 | $1.46M | $1.88M | $425,145.57 | 29.15% |
Allison Tronnes Forum Financial Management LP | 57,617 | $17.22M | $21.25M | $4.03M | 23.37% |
| MO Michael O'Connor Capasso Planning Partners LLC | 14,822 | $4.32M | $5.47M | $1.15M | 26.66% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,876 | $600,469.08 | $691,793.76 | $91,324.68 | 15.21% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,440 | $3.82M | $4.96M | $1.13M | 29.65% |
Christopher Clancy Global Wealth Strategies & Associates | 4,579 | $1.58M | $1.69M | $112,063.22 | 7.11% |
| WJ William Jollie Quent Capital LLC | 2,604 | $775,911.57 | $960,251.04 | $184,339.47 | 23.76% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,852 | $559,508.75 | $1.05M | $492,194.77 | 87.97% |
Marc H. Stone Tyler-Stone Wealth Management | 22,285 | $5.95M | $8.22M | $2.27M | 38.1% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 3,499 | $820,631.79 | $1.29M | $469,659.45 | 57.23% |
| MS Missy Straw Nilsine Partners LLC | 3,163 | $918,354.52 | $1.17M | $248,033.36 | 27.01% |
Dalila Toledo Ascent Group LLC | 11,223 | $3.02M | $4.14M | $1.12M | 36.95% |
| EM Erin Mccann Simplicity Wealth LLC | 7,883 | $2.22M | $2.91M | $688,717.13 | 31.05% |