| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Russell Mohberg Regatta Capital Group LLC | 7,477 | $1.88M | $3.11M | $1.23M | 65.56% |
Courtney Lawson Autumn Glory Partners LLC | 677 | $222,349.61 | $260,753.32 | $38,403.71 | 17.27% |
Sue Cox BetterWealth LLC | 678 | $238,574.84 | $261,138.48 | $22,563.64 | 9.46% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,020 | $1.16M | $1.55M | $388,718.01 | 33.52% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 18,003 | $5.09M | $6.93M | $1.85M | 36.34% |
Allison Tronnes Forum Financial Management LP | 348,009 | $108.43M | $134.04M | $25.61M | 23.62% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,730 | $850,531.5 | $1.05M | $200,955.3 | 23.63% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,575 | $453,878.73 | $614,281.48 | $160,402.75 | 35.34% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,863 | $571,811.29 | $717,553.08 | $145,741.79 | 25.49% |
William Jollie Quent Capital LLC | 6,535 | $1.73M | $2.69M | $956,510.03 | 55.32% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,679 | $1.43M | $1.94M | $510,734.29 | 35.66% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,284 | $355,455.69 | $535,684.8 | $180,229.11 | 50.7% |
Marc H. Stone Tyler-Stone Wealth Management | 883 | $264,294.76 | $340,096.28 | $75,801.52 | 28.68% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,022 | $271,656.56 | $393,633.52 | $121,976.96 | 44.9% |
Missy Straw Nilsine Partners LLC | 9,193 | $3.33M | $3.54M | $211,806.88 | 6.36% |
Dalila Toledo Ascent Group LLC | 7,925 | $2.36M | $3.05M | $690,972.29 | 29.26% |
| EM Erin Mccann Simplicity Wealth LLC | 10,539 | $3.49M | $4.11M | $616,541.21 | 17.65% |
Robert Glass AlphaCentric Advisors LLC | 2,362 | $777,371.53 | $909,747.92 | $132,376.39 | 17.03% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 1,346 | $317,947.98 | $518,425.36 | $200,477.38 | 63.05% |
Ed West Values First Advisors Inc. | 40 | $14,074 | $15,406.4 | $1,332.4 | 9.47% |