| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Maria Howe Carroll Investors Inc. | 2,654 | $232,994.66 | $314,976.72 | $81,982.06 | 35.19% |
Taylor Fairman Eagle Rock Investment Company LLC | 8,334 | $406,689.82 | $992,079.36 | $585,389.54 | 143.94% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 13,349 | $718,067.23 | $1.58M | $861,386.45 | 119.96% |
Nathan Geraci ETF Store Inc. | 4,230 | $352,518.55 | $499,101.93 | $146,583.38 | 41.58% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 9,906 | $1.14M | $1.17M | $32,987.18 | 2.89% |
Russell Mohberg Regatta Capital Group LLC | 2,522 | $286,983.32 | $299,487.5 | $12,504.18 | 4.36% |
Timothy Taylor TCM Advisors LLC | 7,500 | $354,306 | $889,125 | $534,819 | 150.95% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 943 | $68,872.48 | $111,651.2 | $42,778.72 | 62.11% |
Courtney Lawson Autumn Glory Partners LLC | 2,342 | $172,395.14 | $278,100.79 | $105,705.65 | 61.32% |
Matt Monson Sovereign's Capital Management LLC | 2,987 | $277,253.63 | $353,929.63 | $76,676 | 27.66% |
Sue Cox BetterWealth LLC | 3,729 | $293,001.61 | $439,537.23 | $146,535.62 | 50.01% |
Jeremy Baltz Raleigh Capital Management Inc. | 9,588 | $748,901.81 | $1.14M | $389,421.98 | 52% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 10,938 | $710,698.08 | $1.3M | $592,236.48 | 83.33% |
Michelle McCarthy Vantage Financial Partners LLC | 4,757 | $418,229.18 | $564,869.96 | $146,640.78 | 35.06% |
Allison Tronnes Forum Financial Management LP | 41,617 | $2.35M | $4.94M | $2.59M | 110.58% |
Paul Elam Oak Harbor Wealth Partners LLC | 9,511 | $434,562.77 | $1.13M | $694,963.59 | 159.92% |
Edward A. McDonough McDonough Capital Management Inc. | 1,982 | $204,264.92 | $235,372.41 | $31,107.49 | 15.23% |
| LWL Leo Wealth LLC Leo Wealth LLC | 31,404 | $3.34M | $3.73M | $393,922.74 | 11.8% |
Christopher Clancy Global Wealth Strategies & Associates | 2,047 | $212,716 | $242,364.8 | $29,648.8 | 13.94% |
William Jollie Quent Capital LLC | 26,723 | $1.58M | $3.15M | $1.57M | 99.67% |