| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 3,355 | $645,869.01 | $1.5M | $852,574.64 | 132% |
Sue Cox BetterWealth LLC | 1,423 | $178,036.73 | $611,904.24 | $433,867.51 | 243.7% |
Jeremy Baltz Raleigh Capital Management Inc. | 941 | $301,628.19 | $420,278.83 | $118,650.64 | 39.34% |
Michelle McCarthy Vantage Financial Partners LLC | 1,051 | $215,181.74 | $469,408.13 | $254,226.39 | 118.14% |
Allison Tronnes Forum Financial Management LP | 2,789 | $602,213.11 | $1.25M | $643,437.96 | 106.85% |
| DC Debora Caley Richwood Investment Advisors LLC | 355 | $256,665 | $153,505.55 | -$103,159.45 | -40.19% |
| LWL Leo Wealth LLC Leo Wealth LLC | 852 | $224,497.55 | $380,528.76 | $156,031.21 | 69.5% |
Christopher Clancy Global Wealth Strategies & Associates | 446 | $66,773.43 | $199,196.98 | $132,423.55 | 198.32% |
William Jollie Quent Capital LLC | 3,832 | $748,441.25 | $1.65M | $899,357.07 | 120.16% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,507 | $3.26M | $2.01M | -$1.25M | -38.23% |
Marc H. Stone Tyler-Stone Wealth Management | 4,765 | $872,328.55 | $2.13M | $1.26M | 143.97% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,930 | $358,776.27 | $1.31M | $949,849.63 | 264.75% |
Jonathan Straus Commons Capital LLC | 1,033 | $211,548.67 | $442,320.27 | $230,771.6 | 109.09% |
Missy Straw Nilsine Partners LLC | 11,751 | $2.09M | $5.25M | $3.16M | 151.24% |
Dalila Toledo Ascent Group LLC | 11,311 | $2.33M | $4.83M | $2.5M | 107.06% |
| EM Erin Mccann Simplicity Wealth LLC | 7,123 | $2.46M | $3.06M | $600,070.86 | 24.38% |
Patrick O'Connell Security Financial Services Inc. | 333 | $240,759 | $148,727.79 | -$92,031.21 | -38.23% |
Jason DeBerry BancFirst Trust & Investment Management | 427 | $308,721 | $183,400.77 | -$125,320.23 | -40.59% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 575 | $415,725 | $246,968.25 | -$168,756.75 | -40.59% |
Michael Byun SageView Advisory Group LLC | 3,739 | $635,024.22 | $1.67M | $1.03M | 162.97% |