| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TF Taylor Fairman Eagle Rock Investment Company LLC | 33,509 | $3.94M | $4.24M | $293,873.93 | 7.45% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 52,369 | $6.63M | $6.62M | -$6,640.24 | -0.1% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 45,645 | $7.06M | $5.77M | -$1.29M | -18.23% |
| RM Russell Mohberg Regatta Capital Group LLC | 4,659 | $592,253.35 | $589,083.96 | -$3,169.39 | -0.54% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 124 | $21,185.4 | $15,992.28 | -$5,193.12 | -24.51% |
Courtney Lawson Autumn Glory Partners LLC | 2,341 | $287,181.69 | $295,996.04 | $8,814.35 | 3.07% |
Allison Tronnes Forum Financial Management LP | 5,025 | $606,087.48 | $632,446.5 | $26,359.02 | 4.35% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 11,523 | $1.35M | $1.45M | $103,040.01 | 7.65% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,419 | $759,241.64 | $682,035.34 | -$77,206.3 | -10.17% |
| WJ William Jollie Quent Capital LLC | 1,541 | $216,032.33 | $193,796.16 | -$22,236.17 | -10.29% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,141 | $246,193.59 | $269,466.26 | $23,272.67 | 9.45% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 83,800 | $11.07M | $10.6M | -$478,971.34 | -4.32% |
Marc H. Stone Tyler-Stone Wealth Management | 48,420 | $6.82M | $6.09M | -$729,434.41 | -10.69% |
| MS Missy Straw Nilsine Partners LLC | 2,136 | $281,177.82 | $268,836.96 | -$12,340.86 | -4.39% |
Dalila Toledo Ascent Group LLC | 24,826 | $3.48M | $3.12M | -$359,079.57 | -10.31% |
| EM Erin Mccann Simplicity Wealth LLC | 2,659 | $380,530.95 | $334,661.74 | -$45,869.21 | -12.05% |
Michael Byun SageView Advisory Group LLC | 4,117 | $635,706.22 | $517,753.92 | -$117,952.3 | -18.55% |
| KB Kimberly Byrne Bill Few Associates Inc. | 36,926 | $4.75M | $4.65M | -$98,781.75 | -2.08% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 3,278 | $453,447.2 | $412,569.08 | -$40,878.12 | -9.01% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,679 | $472,203.61 | $462,671.04 | -$9,532.57 | -2.02% |