| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Fink Treasure Coast Financial Planning | 3,037 | $188,597.7 | $256,899.83 | $68,302.13 | 36.22% |
| MC mike Chen Byrne Asset Management LLC | 21 | $1,554.54 | $1,816.71 | $262.17 | 16.86% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 75,348 | $5.09M | $6.37M | $1.28M | 25.23% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 11,276 | $889,373.77 | $953,836.84 | $64,463.07 | 7.25% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 17,128 | $1.16M | $1.5M | $342,921.88 | 29.58% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 9,370 | $711,311.3 | $821,702.15 | $110,390.85 | 15.52% |
Russell Mohberg Regatta Capital Group LLC | 15,264 | $1.04M | $1.34M | $300,218.93 | 28.98% |
| FCI Family CFO Inc Family CFO Inc | 271,144 | $15.96M | $22.94M | $6.98M | 43.7% |
Sue Cox BetterWealth LLC | 4,065 | $253,693.9 | $343,858.35 | $90,164.45 | 35.54% |
Allison Tronnes Forum Financial Management LP | 19,623 | $1.26M | $1.66M | $400,249.44 | 31.77% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,546 | $343,077.16 | $392,410.72 | $49,333.56 | 14.38% |
| LWL Leo Wealth LLC Leo Wealth LLC | 37,725 | $2.35M | $3.19M | $845,545.16 | 36.05% |
William Jollie Quent Capital LLC | 27,650 | $2.13M | $2.41M | $285,234.17 | 13.42% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,109 | $239,734.99 | $272,643.75 | $32,908.76 | 13.73% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 4,866 | $313,995.03 | $411,614.94 | $97,619.91 | 31.09% |
Dalila Toledo Ascent Group LLC | 16,173 | $1.06M | $1.37M | $305,071.97 | 28.7% |
| EM Erin Mccann Simplicity Wealth LLC | 3,215 | $274,850.35 | $277,518.8 | $2,668.45 | 0.97% |
Patrick O'Connell Security Financial Services Inc. | 3,461 | $245,356.48 | $292,765.99 | $47,409.51 | 19.32% |
Christopher Schurmann Summit Investment Advisory Services LLC | 4,478 | $337,991.78 | $378,794.02 | $40,802.24 | 12.07% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 4,491 | $264,655 | $379,893.69 | $115,238.69 | 43.54% |