| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Perrault Intergy Private Wealth LLC | 5,536 | $1.56M | $2.04M | $479,474.81 | 30.76% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 879 | $220,095.27 | $323,656.58 | $103,561.31 | 47.05% |
Taylor Fairman Eagle Rock Investment Company LLC | 9,879 | $1.92M | $3.64M | $1.72M | 89.3% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 13,867 | $3.44M | $5.32M | $1.88M | 54.55% |
Nathan Geraci ETF Store Inc. | 5,694 | $1.62M | $2.1M | $481,220.24 | 29.79% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,714 | $564,321.92 | $657,918.92 | $93,597 | 16.59% |
Russell Mohberg Regatta Capital Group LLC | 6,497 | $1.77M | $2.48M | $709,487.76 | 40.06% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 301 | $73,779.9 | $110,831.21 | $37,051.31 | 50.22% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 850 | $188,101.26 | $312,978.49 | $124,877.23 | 66.39% |
Courtney Lawson Autumn Glory Partners LLC | 34,041 | $10.32M | $12.53M | $2.22M | 21.5% |
| FCI Family CFO Inc Family CFO Inc | 154,081 | $36.52M | $56.73M | $20.21M | 55.34% |
Sue Cox BetterWealth LLC | 1,802 | $578,099.62 | $663,514.42 | $85,414.8 | 14.78% |
Jeremy Baltz Raleigh Capital Management Inc. | 100 | $30,376 | $36,821 | $6,445 | 21.22% |
Michelle McCarthy Vantage Financial Partners LLC | 5,108 | $1.46M | $1.88M | $422,336.12 | 28.96% |
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 | $5.65M | $1.34M | 31.11% |
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 | $4.95M | $1.13M | 29.46% |
Christopher Clancy Global Wealth Strategies & Associates | 4,579 | $1.58M | $1.69M | $109,544.72 | 6.95% |
William Jollie Quent Capital LLC | 2,607 | $777,021.69 | $995,300.46 | $218,278.77 | 28.09% |