| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 13,417 | $684,403.09 | $689,499.63 | $5,096.54 | 0.74% |
Paul Elam Oak Harbor Wealth Partners LLC | 8,909 | $362,792.92 | $480,729.64 | $117,936.72 | 32.51% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,666 | $674,230.96 | $702,295.74 | $28,064.78 | 4.16% |
William Jollie Quent Capital LLC | 38,440 | $1.69M | $1.99M | $301,797.17 | 17.9% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 6,032 | $333,775.64 | $309,984.48 | -$23,791.16 | -7.13% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 6,097 | $297,228.66 | $313,324.83 | $16,096.17 | 5.42% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 155,396 | $6.74M | $8.03M | $1.29M | 19.18% |
Marc H. Stone Tyler-Stone Wealth Management | 73,285 | $2.95M | $3.77M | $816,315.75 | 27.67% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 36,096 | $1.46M | $1.95M | $490,486.64 | 33.66% |
Missy Straw Nilsine Partners LLC | 81,096 | $3.98M | $4.17M | $191,930.18 | 4.83% |
Dalila Toledo Ascent Group LLC | 125,408 | $4.72M | $6.45M | $1.73M | 36.71% |
| EM Erin Mccann Simplicity Wealth LLC | 104,730 | $4.82M | $5.44M | $611,508.89 | 12.68% |
Patrick O'Connell Security Financial Services Inc. | 4,720 | $256,699.37 | $254,691.2 | -$2,008.17 | -0.78% |
Joseph J. Costigan apricus wealth LLC | 78,635 | $2.92M | $4.04M | $1.12M | 38.22% |
Michael Byun SageView Advisory Group LLC | 64,309 | $2.61M | $3.3M | $699,621.72 | 26.85% |
Owen Schrum Schrum Private Wealth Management LLC | 11,869 | $471,237.73 | $614,042.71 | $142,804.98 | 30.3% |
Nichole Raftopoulos Nvest Financial LLC | 8,356 | $317,632.51 | $429,414.84 | $111,782.33 | 35.19% |
Brian Clay Clay Northam Wealth Management LLC | 6,512 | $255,041.12 | $336,898.32 | $81,857.2 | 32.1% |
Thomas Mason Mason & Associates Inc. | 17,741 | $920,898.33 | $911,709.99 | -$9,188.34 | -1% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 8,195 | $308,423.19 | $424,173.2 | $115,750.01 | 37.53% |