| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 1,142 | $244,516.26 | $278,819.3 | $34,303.04 | 14.03% |
Allison Tronnes Forum Financial Management LP | 11,361 | $2.35M | $2.77M | $428,578.88 | 18.27% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,407 | $291,347.49 | $339,720.15 | $48,372.66 | 16.6% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,320 | $147,034.35 | $322,278 | $175,243.65 | 119.19% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,355 | $1.14M | $1.31M | $163,317.79 | 14.27% |
| WJ William Jollie Quent Capital LLC | 924 | $198,245.6 | $225,446.76 | $27,201.16 | 13.72% |
| MS Missy Straw Nilsine Partners LLC | 14,205 | $2.84M | $3.47M | $626,594.45 | 22.05% |
Dalila Toledo Ascent Group LLC | 4,540 | $656,058.25 | $1.11M | $451,656.35 | 68.84% |
| EM Erin Mccann Simplicity Wealth LLC | 1,168 | $248,891.2 | $285,167.2 | $36,276 | 14.58% |
| RG Robert Glass AlphaCentric Advisors LLC | 625 | $125,293.24 | $152,593.75 | $27,300.51 | 21.79% |
Michael Byun SageView Advisory Group LLC | 1,532 | $297,977.14 | $373,792.68 | $75,815.54 | 25.44% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 13,593 | $1.81M | $3.4M | $1.59M | 87.65% |
Kristen Williams Athena Investment Management | 1,522 | $210,812.22 | $371,596.3 | $160,784.08 | 76.27% |
| JP Jaimie Palmer Beacon Capital Management LLC | 1,090 | $172,102.08 | $265,949.1 | $93,847.02 | 54.53% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 32,562 | $4.09M | $7.94M | $3.85M | 94.1% |
Mark Fiskio Empirical Asset Management LLC | 2,873 | $595,687.82 | $700,983.27 | $105,295.45 | 17.68% |
| TG Timothy Gerlach Novem Group | 22,100 | $4.29M | $5.39M | $1.1M | 25.62% |
Daniel Ronan Catalyst Financial Partners LLC | 2,192 | $454,112.42 | $532,173.54 | $78,061.12 | 17.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,130 | $603,432.7 | $758,179.9 | $154,747.2 | 25.64% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,910 | $372,181 | $463,709.61 | $91,528.61 | 24.59% |