| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,459 | $204,207 | $184,607.27 | -$19,599.73 | -9.6% |
Taylor Fairman Eagle Rock Investment Company LLC | 51,050 | $2.68M | $6.45M | $3.77M | 140.66% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 4,261 | $223,445.34 | $539,506.51 | $316,061.17 | 141.45% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,627 | $136,341.98 | $324,670.93 | $188,328.95 | 138.13% |
Allison Tronnes Forum Financial Management LP | 4,613 | $417,116.38 | $573,165.25 | $156,048.87 | 37.41% |
| DC Debora Caley Richwood Investment Advisors LLC | 6,128 | $476,220.72 | $754,785.76 | $278,565.04 | 58.49% |
Paul Elam Oak Harbor Wealth Partners LLC | 2,129 | $150,505.61 | $268,977.86 | $118,472.25 | 78.72% |
| LWL Leo Wealth LLC Leo Wealth LLC | 8,739 | $611,141.44 | $1.08M | $472,844.12 | 77.37% |
William Jollie Quent Capital LLC | 9,935 | $863,965.94 | $1.22M | $359,926.71 | 41.66% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,470 | $485,661.23 | $434,027.6 | -$51,633.63 | -10.63% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 29,165 | $1.79M | $3.59M | $1.81M | 101.01% |
Marc H. Stone Tyler-Stone Wealth Management | 4,608 | $328,365.36 | $575,930.88 | $247,565.52 | 75.39% |
Missy Straw Nilsine Partners LLC | 7,437 | $529,327.48 | $922,708.59 | $393,381.11 | 74.32% |
Dalila Toledo Ascent Group LLC | 58,481 | $4.27M | $7.25M | $2.99M | 70% |
| EM Erin Mccann Simplicity Wealth LLC | 86,109 | $11.65M | $10.56M | -$1.09M | -9.33% |
Patrick O'Connell Security Financial Services Inc. | 1,787 | $250,108.54 | $226,323.37 | -$23,785.17 | -9.51% |
Joseph J. Costigan apricus wealth LLC | 26,250 | $1.7M | $3.32M | $1.62M | 95.62% |
Michael Byun SageView Advisory Group LLC | 13,276 | $897,194.57 | $1.65M | $749,759.61 | 83.57% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,267 | $230,976.35 | $277,186.09 | $46,209.74 | 20.01% |
Taro Kuriyama Axq Capita LLP | 26,215 | $3.24M | $3.21M | -$29,209.51 | -0.9% |