| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,044 | $408,958.16 | $795,913.18 | $386,955.02 | 94.62% |
Russell Mohberg Regatta Capital Group LLC | 1,048 | $207,979.9 | $402,882.64 | $194,902.74 | 93.71% |
Sue Cox BetterWealth LLC | 1,495 | $475,619.3 | $549,277.95 | $73,658.65 | 15.49% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,914 | $487,659.27 | $703,222.74 | $215,563.47 | 44.2% |
Allison Tronnes Forum Financial Management LP | 1,407 | $323,366.2 | $516,945.87 | $193,579.67 | 59.86% |
| LWL Leo Wealth LLC Leo Wealth LLC | 653 | $207,761 | $239,918.73 | $32,157.73 | 15.48% |
William Jollie Quent Capital LLC | 1,459 | $262,620.47 | $568,907.86 | $306,287.39 | 116.63% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 759 | $206,263.26 | $291,399.07 | $85,135.81 | 41.28% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 756 | $205,247.05 | $277,761.96 | $72,514.91 | 35.33% |
Missy Straw Nilsine Partners LLC | 2,593 | $584,380.1 | $952,694.13 | $368,314.03 | 63.03% |
Dalila Toledo Ascent Group LLC | 10,122 | $2.39M | $3.72M | $1.33M | 55.59% |
| EM Erin Mccann Simplicity Wealth LLC | 2,302 | $626,171.55 | $873,378.8 | $247,207.25 | 39.48% |
Joseph J. Costigan apricus wealth LLC | 1,033 | $220,061.31 | $379,534.53 | $159,473.22 | 72.47% |
Michael Byun SageView Advisory Group LLC | 5,044 | $1.01M | $1.97M | $953,158.46 | 94.09% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 15,779 | $3.48M | $5.8M | $2.32M | 66.55% |
Dan Mohr Retireful LLC | 905 | $250,852.71 | $332,506.05 | $81,653.34 | 32.55% |
Kristen Williams Athena Investment Management | 1,814 | $303,530.62 | $688,231.6 | $384,700.98 | 126.74% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 41 | $11,245.17 | $15,063.81 | $3,818.64 | 33.96% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 712 | $232,284.87 | $261,595.92 | $29,311.05 | 12.62% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,293 | $1.04M | $1.58M | $532,700.69 | 51% |