| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 18,937 | $817,573.57 | $1.1M | $279,636.21 | 34.2% |
Kelly Kaczmarczyk Dravo Bay LLC | 128,137 | $5.61M | $7.42M | $1.81M | 32.31% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 10,748 | $550,386.4 | $622,739.12 | $72,352.72 | 13.15% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,295 | $283,186.82 | $364,732.3 | $81,545.48 | 28.8% |
| JL James Langer Redmont Wealth Advisors LLC | 15 | $678.9 | $869.1 | $190.2 | 28.02% |
Bill McVay Red Tortoise LLC | 35,297 | $1.46M | $2.05M | $587,878.24 | 40.34% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 6,193 | $270,842.04 | $358,822.42 | $87,980.38 | 32.48% |
| SP Samantha Pierangeli City State Bank | 37,879 | $1.51M | $2.19M | $681,546.01 | 45.04% |
| MS Michael Schneck Gridiron Partners LLC | 30,866 | $1.54M | $1.79M | $248,569.58 | 16.14% |
| MC Morgan Christen Spinnaker Investment Group LLC | 8,033 | $445,055.36 | $465,432.02 | $20,376.66 | 4.58% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 66,590 | $3.11M | $3.86M | $747,841 | 24.04% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,828 | $228,493.32 | $221,487.7 | -$7,005.62 | -3.07% |
| WTM W. Travis McKinney HB Wealth Management LLC | 112,082 | $5.32M | $6.49M | $1.17M | 21.95% |
| MC mike Chen Byrne Asset Management LLC | 4,210 | $170,084 | $247,190.15 | $77,106.15 | 45.33% |
Mark Perrault Intergy Private Wealth LLC | 7,681 | $373,773.36 | $444,421.89 | $70,648.53 | 18.9% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 5,618 | $303,672 | $325,056.92 | $21,384.92 | 7.04% |
| NG Nathan Geraci ETF Store Inc. | 9,852 | $473,694.96 | $570,035.73 | $96,340.77 | 20.34% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 7,158 | $386,889.9 | $414,161.16 | $27,271.26 | 7.05% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 466 | $23,249.78 | $26,962.71 | $3,712.93 | 15.97% |
Courtney Lawson Autumn Glory Partners LLC | 24,481 | $1.32M | $1.42M | $100,369.65 | 7.63% |