| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Pelch Vance Wealth LLC | 4,357 | $267,838.25 | $520,116.87 | $252,278.62 | 94.19% |
Roger Steed KRS Capital Management LLC | 2,244 | $220,871.26 | $266,430.12 | $45,558.86 | 20.63% |
| JCC Jason Cyril Crawshaw William Allan Corp | 68,606 | $3.39M | $8.15M | $4.76M | 140.36% |
Brett Lee Planning Center Inc. | 6,251 | $325,734.36 | $740,680.99 | $414,946.63 | 127.39% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 13,874 | $714,380.11 | $1.64M | $925,873.54 | 129.61% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 3,558 | $251,870.21 | $420,466.65 | $168,596.44 | 66.94% |
| TA Thomas Anderton 626 Financial LLC | 12,710 | $597,743.68 | $1.51M | $911,314.62 | 152.46% |
Morgan Christen Spinnaker Investment Group LLC | 7,903 | $719,880.19 | $935,715.2 | $215,835.01 | 29.98% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 35,285 | $2.41M | $4.17M | $1.76M | 72.72% |
| MWM Marion Wealth Management Marion Wealth Management | 3,404 | $206,246.18 | $405,212.16 | $198,965.98 | 96.47% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 23,981 | $1.42M | $2.84M | $1.41M | 99.35% |
W. Travis McKinney HB Wealth Management LLC | 427,579 | $26.58M | $50.4M | $23.82M | 89.62% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 3,796 | $237,087.03 | $450,319.48 | $213,232.45 | 89.94% |
| LF Lukas Feh LGT Group Foundation | 126,561 | $10.11M | $15M | $4.89M | 48.4% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 91,551 | $10.97M | $10.87M | -$96,315.82 | -0.88% |
Ryan Fink Treasure Coast Financial Planning | 1,800 | $135,926 | $213,858 | $77,932 | 57.33% |
| MC mike Chen Byrne Asset Management LLC | 12,246 | $595,386.45 | $1.46M | $860,846.64 | 144.59% |
Mark Perrault Intergy Private Wealth LLC | 2,243 | $251,464.05 | $266,939.43 | $15,475.38 | 6.15% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 53,450 | $2.64M | $6.31M | $3.67M | 139.07% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 11,936 | $949,469.95 | $1.42M | $472,346.37 | 49.75% |