| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 348,009 | $108.43M | $151.31M | $42.89M | 39.55% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,730 | $850,531.5 | $1.2M | $348,566.4 | 40.98% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,575 | $453,878.73 | $687,739.5 | $233,860.77 | 51.52% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,863 | $571,811.29 | $809,715.69 | $237,904.4 | 41.61% |
William Jollie Quent Capital LLC | 6,535 | $1.73M | $2.84M | $1.11M | 64.05% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,679 | $1.43M | $2.04M | $604,548.29 | 42.22% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,373 | $392,970.08 | $595,923.19 | $202,953.11 | 51.65% |
Marc H. Stone Tyler-Stone Wealth Management | 881 | $263,844.82 | $383,481.68 | $119,636.86 | 45.34% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,022 | $271,656.56 | $446,225.64 | $174,569.08 | 64.26% |
Missy Straw Nilsine Partners LLC | 9,193 | $3.33M | $4M | $666,492.66 | 20.02% |
Dalila Toledo Ascent Group LLC | 7,847 | $2.34M | $3.39M | $1.05M | 44.9% |
| EM Erin Mccann Simplicity Wealth LLC | 10,539 | $3.49M | $4.65M | $1.16M | 33.06% |
Robert Glass AlphaCentric Advisors LLC | 2,362 | $777,371.53 | $1.03M | $249,531.59 | 32.1% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 1,346 | $317,947.98 | $592,865.89 | $274,917.91 | 86.47% |
Ed West Values First Advisors Inc. | 40 | $14,074 | $17,461.6 | $3,387.6 | 24.07% |
Joseph J. Costigan apricus wealth LLC | 12,604 | $2.98M | $5.52M | $2.53M | 84.96% |
Michael Byun SageView Advisory Group LLC | 4,580 | $1.27M | $1.99M | $720,990.29 | 56.87% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,145 | $552,358.01 | $885,541.8 | $333,183.79 | 60.32% |
Owen Schrum Schrum Private Wealth Management LLC | 810 | $293,317.2 | $354,852.9 | $61,535.7 | 20.98% |
Brian Clay Clay Northam Wealth Management LLC | 497 | $209,490.47 | $217,730.73 | $8,240.26 | 3.93% |