| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TA Thomas Anderton 626 Financial LLC | 10,824 | $686,843.88 | $2.05M | $1.36M | 198.15% |
Morgan Christen Spinnaker Investment Group LLC | 2,057 | $226,851.34 | $381,820.34 | $154,969 | 68.31% |
Michael Hackman HFG Advisors Inc. | 1,562 | $220,278.58 | $295,452.3 | $75,173.72 | 34.13% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 8,322 | $723,514.68 | $1.56M | $838,566.33 | 115.9% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,588 | $269,513.29 | $672,391.2 | $402,877.91 | 149.48% |
W. Travis McKinney HB Wealth Management LLC | 67,347 | $7.15M | $12.74M | $5.59M | 78.18% |
Daniel Forbes Forbes Financial Planning Inc. | 6,936 | $598,042.58 | $1.27M | $673,256.86 | 112.58% |
| MC mike Chen Byrne Asset Management LLC | 5,076 | $477,207.72 | $936,522 | $459,314.28 | 96.25% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 145,442 | $12.71M | $27.48M | $14.77M | 116.16% |
Taylor Fairman Eagle Rock Investment Company LLC | 2,489 | $191,912.75 | $464,074.05 | $272,161.3 | 141.82% |
Kenyon Lederer Pinnacle Wealth Management LLC | 1,914 | $242,350.68 | $351,563.52 | $109,212.84 | 45.06% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 74,330 | $7.02M | $13.93M | $6.91M | 98.4% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 9,073 | $1.39M | $1.7M | $313,053.51 | 22.57% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 34 | $4,791.62 | $6,311.08 | $1,519.46 | 31.71% |
Courtney Lawson Autumn Glory Partners LLC | 7,765 | $660,461.54 | $1.44M | $780,256.56 | 118.14% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,682 | $202,517.82 | $502,271.55 | $299,753.73 | 148.01% |
Michelle McCarthy Vantage Financial Partners LLC | 3,542 | $415,091.5 | $657,182.68 | $242,091.18 | 58.32% |
Allison Tronnes Forum Financial Management LP | 21,258 | $2.4M | $3.9M | $1.5M | 62.81% |
Paul Elam Oak Harbor Wealth Partners LLC | 123 | $17,334.39 | $22,844.79 | $5,510.4 | 31.79% |
Christopher Clancy Global Wealth Strategies & Associates | 90,045 | $16.65M | $16.71M | $64,364.24 | 0.39% |