| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Perrault Intergy Private Wealth LLC | 1,468 | $200,837.08 | $185,405.9 | -$15,431.18 | -7.68% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 50 | $4,448.5 | $6,337.5 | $1,889 | 42.46% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,603 | $224,174.36 | $329,409.65 | $105,235.29 | 46.94% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 11,423 | $1.14M | $1.44M | $300,179.09 | 26.43% |
Allison Tronnes Forum Financial Management LP | 2,139 | $281,663.64 | $270,818.79 | -$10,844.85 | -3.85% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,733 | $189,364.91 | $215,446.56 | $26,081.65 | 13.77% |
Edward A. McDonough McDonough Capital Management Inc. | 2,771 | $252,647.04 | $344,837.09 | $92,190.05 | 36.49% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,017 | $1.44M | $1.65M | $208,848.52 | 14.52% |
William Jollie Quent Capital LLC | 3,228 | $311,251.74 | $401,208.12 | $89,956.38 | 28.9% |
Timothy R. Guthrie Bullseye Investment Management LLC | 2,447 | $267,383.69 | $310,255.13 | $42,871.44 | 16.03% |
Missy Straw Nilsine Partners LLC | 6,910 | $768,339.1 | $874,978.75 | $106,639.65 | 13.88% |
Dalila Toledo Ascent Group LLC | 32,913 | $3.1M | $4.18M | $1.08M | 34.87% |
| EM Erin Mccann Simplicity Wealth LLC | 7,002 | $746,124.91 | $872,694.27 | $126,569.36 | 16.96% |
Patrick O'Connell Security Financial Services Inc. | 2,228 | $253,376.64 | $281,942.26 | $28,565.62 | 11.27% |
Joseph J. Costigan apricus wealth LLC | 2,677 | $230,171.79 | $336,552.44 | $106,380.65 | 46.22% |
Michael Byun SageView Advisory Group LLC | 4,388 | $404,069.98 | $555,476.92 | $151,406.94 | 37.47% |
David T. Morgan High Net Worth Advisory Group LLC | 4,853 | $438,056.37 | $614,680.98 | $176,624.61 | 40.32% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 550 | $60,098.5 | $69,577.75 | $9,479.25 | 15.77% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,518 | $198,979.44 | $192,216.75 | -$6,762.69 | -3.4% |
| BPN Brent P. Nicks Strategic Planning Inc. | 5,856 | $641,105.29 | $728,779.2 | $87,673.91 | 13.68% |