| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JCC Jason Cyril Crawshaw William Allan Corp | 14,989 | $670,757.13 | $701,635.09 | $30,877.96 | 4.6% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 5,434 | $261,845.68 | $263,440.32 | $1,594.64 | 0.61% |
| TA Thomas Anderton 626 Financial LLC | 10,405 | $452,004.73 | $487,058.05 | $35,053.32 | 7.76% |
| MWM Marion Wealth Management Marion Wealth Management | 8,665 | $308,842.9 | $405,608.65 | $96,765.75 | 31.33% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 5,173 | $255,455.92 | $242,148.13 | -$13,307.79 | -5.21% |
W. Travis McKinney HB Wealth Management LLC | 208,337 | $8.72M | $9.75M | $1.03M | 11.85% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 71,368 | $2.35M | $3.34M | $987,010.3 | 41.93% |
| LF Lukas Feh LGT Group Foundation | 469,823 | $20.7M | $22.11M | $1.41M | 6.8% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 213,884 | $9.85M | $10.06M | $209,524.83 | 2.13% |
| MC mike Chen Byrne Asset Management LLC | 7,349 | $361,431.16 | $344,521.12 | -$16,910.04 | -4.68% |
Mark Perrault Intergy Private Wealth LLC | 4,891 | $245,528.2 | $228,947.71 | -$16,580.49 | -6.75% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 27,583 | $1.29M | $1.29M | -$3,439.14 | -0.27% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 28,123 | $1.17M | $1.32M | $149,834.43 | 12.84% |
Taylor Fairman Eagle Rock Investment Company LLC | 153,918 | $6.81M | $7.2M | $397,166.85 | 5.83% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 23,987 | $988,343.09 | $1.16M | $174,546.67 | 17.66% |
Nathan Geraci ETF Store Inc. | 11,768 | $514,717.46 | $550,860.08 | $36,142.62 | 7.02% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 13,539 | $573,241.26 | $656,370.72 | $83,129.46 | 14.5% |
Russell Mohberg Regatta Capital Group LLC | 47,096 | $1.63M | $2.21M | $587,258.06 | 36.13% |
Courtney Lawson Autumn Glory Partners LLC | 71,304 | $3.12M | $3.34M | $220,999.85 | 7.09% |
Jeremy Baltz Raleigh Capital Management Inc. | 74,215 | $3.26M | $3.47M | $209,427.96 | 6.42% |