| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 35,297 | $1.46M | $2.05M | $592,113.88 | 40.63% |
Gery Sadzewicz Forum Private Client Group LLC | 5,534 | $243,315.61 | $324,458.42 | $81,142.81 | 33.35% |
Samantha Pierangeli City State Bank | 37,879 | $1.51M | $2.2M | $684,955.12 | 45.27% |
Michael Schneck Gridiron Partners LLC | 60,477 | $3.3M | $3.55M | $253,057.81 | 7.68% |
Morgan Christen Spinnaker Investment Group LLC | 7,948 | $440,450.06 | $462,732.56 | $22,282.5 | 5.06% |
Randy D. Kurtz Upper Left Wealth Management LLC | 106,703 | $5.49M | $6.22M | $731,299.27 | 13.32% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,828 | $228,493.32 | $223,650.9 | -$4,842.42 | -2.12% |
W. Travis McKinney HB Wealth Management LLC | 121,465 | $5.88M | $7.14M | $1.26M | 21.48% |
| MC mike Chen Byrne Asset Management LLC | 4,210 | $170,084 | $244,390.5 | $74,306.5 | 43.69% |
Mark Perrault Intergy Private Wealth LLC | 7,681 | $373,773.36 | $445,728.43 | $71,955.07 | 19.25% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 8,753 | $490,796.36 | $512,050.5 | $21,254.14 | 4.33% |
Nathan Geraci ETF Store Inc. | 10,079 | $487,244.59 | $592,594.8 | $105,350.21 | 21.62% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 26,834 | $1.56M | $1.57M | $6,426.11 | 0.41% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 466 | $23,249.78 | $27,130.52 | $3,880.74 | 16.69% |
Courtney Lawson Autumn Glory Partners LLC | 24,481 | $1.32M | $1.43M | $110,286.9 | 8.38% |
| FCI Family CFO Inc Family CFO Inc | 65,553 | $2.84M | $3.85M | $1.01M | 35.76% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,845 | $210,338.94 | $280,985.77 | $70,646.83 | 33.59% |
Allison Tronnes Forum Financial Management LP | 14,297 | $649,608.64 | $829,654.91 | $180,046.27 | 27.72% |
Michael O'Connor Capasso Planning Partners LLC | 3,798 | $226,702.62 | $222,676.74 | -$4,025.88 | -1.78% |
Paul Elam Oak Harbor Wealth Partners LLC | 18,568 | $950,567.51 | $1.08M | $131,946.89 | 13.88% |