| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 1,260 | $310,667.64 | $318,074.4 | $7,406.76 | 2.38% |
Matt Monson Sovereign's Capital Management LLC | 1,755 | $521,644.87 | $443,032.2 | -$78,612.67 | -15.07% |
Jeremy Baltz Raleigh Capital Management Inc. | 816 | $196,385.28 | $206,937.6 | $10,552.32 | 5.37% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 2,470 | $573,954.3 | $623,526.8 | $49,572.5 | 8.64% |
Allison Tronnes Forum Financial Management LP | 3,324 | $1.02M | $842,966.4 | -$173,263.51 | -17.05% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,649 | $503,818.97 | $416,273.56 | -$87,545.41 | -17.38% |
| WJ William Jollie Quent Capital LLC | 1,798 | $421,578.7 | $454,246.72 | $32,668.02 | 7.75% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 6,417 | $1.3M | $1.63M | $323,545.14 | 24.82% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 8,697 | $2.18M | $2.21M | $24,064.41 | 1.1% |
Marc H. Stone Tyler-Stone Wealth Management | 2,220 | $617,483.56 | $562,992 | -$54,491.56 | -8.82% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 3,132 | $746,681.69 | $794,275.2 | $47,593.51 | 6.37% |
| MS Missy Straw Nilsine Partners LLC | 5,715 | $1.32M | $1.45M | $131,969.08 | 10.02% |
Dalila Toledo Ascent Group LLC | 14,285 | $4.1M | $3.61M | -$492,546.98 | -12.01% |
| EM Erin Mccann Simplicity Wealth LLC | 7,365 | $2.15M | $1.87M | -$280,999.88 | -13.08% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 7,798 | $1.58M | $1.98M | $393,175.16 | 24.82% |
Michael Byun SageView Advisory Group LLC | 1,262 | $319,316.14 | $318,831.68 | -$484.46 | -0.15% |
| KB Kimberly Byrne Bill Few Associates Inc. | 13,664 | $3.37M | $3.47M | $97,297.77 | 2.89% |
| NR Nichole Raftopoulos Nvest Financial LLC | 8,174 | $2.16M | $2.07M | -$83,337.68 | -3.86% |
Chad Soukup jvl associates LLC | 1,173 | $262,693.35 | $297,472.8 | $34,779.45 | 13.24% |
| PP Penny Paul Andina Capital Management LLC | 2,008 | $407,985 | $509,228.8 | $101,243.8 | 24.82% |