| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 7,043 | $237,756.55 | $295,101.7 | $57,345.15 | 24.12% |
| WJ William Jollie Quent Capital LLC | 5,830 | $256,867.82 | $244,277 | -$12,590.82 | -4.9% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 6,851 | $237,935 | $287,056.9 | $49,121.9 | 20.65% |
| MS Missy Straw Nilsine Partners LLC | 18,997 | $655,252.67 | $795,974.3 | $140,721.63 | 21.48% |
Dalila Toledo Ascent Group LLC | 5,803 | $272,741 | $243,145.7 | -$29,595.3 | -10.85% |
Jason DeBerry BancFirst Trust & Investment Management | 10,132 | $310,489.38 | $424,530.8 | $114,041.42 | 36.73% |
Michael Byun SageView Advisory Group LLC | 1,774 | $61,611 | $74,330.6 | $12,719.6 | 20.65% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,080 | $285,760 | $254,752 | -$31,008 | -10.85% |
Kristofer Gray Integrity Financial Corp. /WA | 5,239 | $246,233 | $219,514.1 | -$26,718.9 | -10.85% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 31 | $1,044.57 | $1,298.9 | $254.33 | 24.35% |
David K. Balsdon Harvest Portfolios Group Inc. | 55,027 | $1.89M | $2.31M | $412,381.2 | 21.78% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,106 | $262,567 | $297,741.4 | $35,174.4 | 13.4% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 7,803 | $211,690.3 | $326,945.7 | $115,255.4 | 54.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 27,572 | $971,094.23 | $1.16M | $184,172.57 | 18.97% |
Jeffrey Gilbert Balboa Wealth Partners | 13,431 | $383,455.05 | $562,758.9 | $179,303.85 | 46.76% |
| TL Tradewinds LLC Tradewinds LLC | 7,022 | $241,978 | $294,221.8 | $52,243.8 | 21.59% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,708 | $59,664.09 | $71,565.2 | $11,901.11 | 19.95% |
| NB Nolan Baker Retirement Guys Formula LLC | 4,286 | $201,442 | $179,583.4 | -$21,858.6 | -10.85% |
Brad Saenz Coastwise Capital Group LLC | 16,310 | $525,050.41 | $683,389 | $158,338.59 | 30.16% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 311 | $9,762.29 | $13,030.9 | $3,268.61 | 33.48% |