| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Perrault Intergy Private Wealth LLC | 5,536 | $1.56M | $2.1M | $543,471.03 | 34.86% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 879 | $220,095.27 | $336,718.53 | $116,623.26 | 52.99% |
Taylor Fairman Eagle Rock Investment Company LLC | 9,879 | $1.92M | $3.74M | $1.81M | 94.44% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 13,867 | $3.44M | $5.17M | $1.72M | 50.02% |
Nathan Geraci ETF Store Inc. | 5,694 | $1.62M | $2.15M | $534,630.02 | 33.1% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,714 | $564,321.92 | $649,948.8 | $85,626.88 | 15.17% |
Russell Mohberg Regatta Capital Group LLC | 6,497 | $1.77M | $2.45M | $681,940.48 | 38.5% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 301 | $73,779.9 | $114,289.7 | $40,509.8 | 54.91% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 850 | $188,101.26 | $320,917.5 | $132,816.24 | 70.61% |
Courtney Lawson Autumn Glory Partners LLC | 34,041 | $10.32M | $12.85M | $2.54M | 24.59% |
| FCI Family CFO Inc Family CFO Inc | 154,081 | $36.52M | $59.02M | $22.5M | 61.61% |
Sue Cox BetterWealth LLC | 1,802 | $578,099.62 | $689,120.84 | $111,021.22 | 19.2% |
Jeremy Baltz Raleigh Capital Management Inc. | 100 | $30,376 | $37,803 | $7,427 | 24.45% |
Michelle McCarthy Vantage Financial Partners LLC | 5,108 | $1.46M | $1.92M | $461,463.45 | 31.64% |
Allison Tronnes Forum Financial Management LP | 23,866 | $8M | $8.79M | $786,145.8 | 9.82% |
Michael O'Connor Capasso Planning Partners LLC | 14,782 | $4.31M | $5.58M | $1.27M | 29.54% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,692 | $553,677.9 | $642,367.78 | $88,689.88 | 16.02% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,440 | $3.82M | $5.01M | $1.19M | 31% |
Christopher Clancy Global Wealth Strategies & Associates | 4,585 | $1.58M | $1.73M | $154,349.72 | 9.78% |
William Jollie Quent Capital LLC | 2,607 | $777,021.69 | $995,300.46 | $218,278.77 | 28.09% |