| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Russell Mohberg Regatta Capital Group LLC | 10,344 | $1.71M | $3.25M | $1.54M | 89.89% |
Jeremy Baltz Raleigh Capital Management Inc. | 694 | $201,390.78 | $216,069.96 | $14,679.18 | 7.29% |
William Jollie Quent Capital LLC | 640 | $202,504.74 | $205,094.39 | $2,589.65 | 1.28% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,741 | $483,677.6 | $853,382.94 | $369,705.34 | 76.44% |
Missy Straw Nilsine Partners LLC | 17,218 | $3.53M | $5.36M | $1.83M | 51.79% |
Dalila Toledo Ascent Group LLC | 5,636 | $1.54M | $1.81M | $267,970.23 | 17.39% |
| EM Erin Mccann Simplicity Wealth LLC | 1,057 | $322,453.09 | $343,535.57 | $21,082.48 | 6.54% |
Robert Glass AlphaCentric Advisors LLC | 1,116 | $283,971.08 | $347,455.44 | $63,484.36 | 22.36% |
| KB Kimberly Byrne Bill Few Associates Inc. | 17,521 | $2.6M | $5.45M | $2.85M | 109.56% |
Taro Kuriyama Axq Capita LLP | 14,444 | $4.22M | $4.69M | $476,016.15 | 11.28% |
Jason Matthews Kfg Wealth Management LLC | 1,791 | $380,292.73 | $557,609.94 | $177,317.21 | 46.63% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 718 | $225,552.53 | $230,452.87 | $4,900.34 | 2.17% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5 | $1,663.53 | $1,556.7 | -$106.83 | -6.42% |
Patricia A. Thompson Leeward Investments LLC - MA | 32,987 | $4.86M | $10.27M | $5.41M | 111.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,934 | $1.35M | $1.85M | $496,184.06 | 36.72% |
Eric Dahm Range Financial Group LLC | 734 | $234,274.27 | $228,523.56 | -$5,750.71 | -2.45% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,459 | $997,720.38 | $1.11M | $112,497.55 | 11.28% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 358 | $107,347 | $114,905.47 | $7,558.47 | 7.04% |
Nolan Baker Retirement Guys Formula LLC | 10,912 | $2.53M | $3.5M | $972,113.35 | 38.42% |
John DeMarco Trajan Wealth LLC | 153,106 | $39.8M | $49.14M | $9.34M | 23.48% |