| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 386 | $279,100 | $195,960.62 | -$83,139.38 | -29.79% |
Taylor Fairman Eagle Rock Investment Company LLC | 21,497 | $3.81M | $10.91M | $7.1M | 186.13% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,092 | $323,356.45 | $1.06M | $738,689.21 | 228.44% |
Russell Mohberg Regatta Capital Group LLC | 1,444 | $231,176.86 | $733,075.49 | $501,898.63 | 217.11% |
Courtney Lawson Autumn Glory Partners LLC | 3,724 | $696,957.06 | $1.89M | $1.19M | 171.26% |
Sue Cox BetterWealth LLC | 1,423 | $178,036.73 | $722,414.41 | $544,377.68 | 305.77% |
Jeremy Baltz Raleigh Capital Management Inc. | 941 | $301,628.19 | $477,717.48 | $176,089.29 | 58.38% |
Michelle McCarthy Vantage Financial Partners LLC | 1,051 | $215,181.74 | $533,561.18 | $318,379.44 | 147.96% |
Allison Tronnes Forum Financial Management LP | 2,789 | $602,213.11 | $1.42M | $813,678.55 | 135.11% |
| DC Debora Caley Richwood Investment Advisors LLC | 355 | $256,665 | $180,222.85 | -$76,442.15 | -29.78% |
| LWL Leo Wealth LLC Leo Wealth LLC | 852 | $224,497.55 | $432,534.85 | $208,037.3 | 92.67% |
Christopher Clancy Global Wealth Strategies & Associates | 407 | $46,829.65 | $206,621.69 | $159,792.04 | 341.22% |
William Jollie Quent Capital LLC | 3,832 | $748,441.25 | $2.07M | $1.32M | 176.04% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,930 | $358,776.27 | $1.49M | $1.13M | 314.6% |
Jonathan Straus Commons Capital LLC | 1,033 | $211,548.67 | $524,423.12 | $312,874.45 | 147.9% |
Missy Straw Nilsine Partners LLC | 11,751 | $2.09M | $5.97M | $3.88M | 185.58% |
Dalila Toledo Ascent Group LLC | 11,443 | $2.36M | $5.81M | $3.45M | 146.18% |
| EM Erin Mccann Simplicity Wealth LLC | 7,123 | $2.46M | $3.81M | $1.34M | 54.59% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 607 | $98,716.41 | $308,155.7 | $209,439.29 | 212.16% |
Patrick O'Connell Security Financial Services Inc. | 333 | $240,759 | $169,054.11 | -$71,704.89 | -29.78% |