| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 188 | $6,301.1 | $14,321.84 | $8,020.74 | 127.29% |
Samantha Pierangeli City State Bank | 1,395 | $45,839.7 | $105,196.95 | $59,357.25 | 129.49% |
| TA Thomas Anderton 626 Financial LLC | 9,548 | $323,827.32 | $748,658.68 | $424,831.36 | 131.19% |
W. Travis McKinney HB Wealth Management LLC | 179,930 | $8.83M | $14.05M | $5.22M | 59.09% |
| MC mike Chen Byrne Asset Management LLC | 275 | $19,085 | $20,930.25 | $1,845.25 | 9.67% |
Timothy Taylor TCM Advisors LLC | 8,050 | $287,947 | $616,388.5 | $328,441.5 | 114.06% |
Jeremy Baltz Raleigh Capital Management Inc. | 5,600 | $372,288 | $425,936 | $53,648 | 14.41% |
Allison Tronnes Forum Financial Management LP | 2,889 | $270,583.74 | $222,424.11 | -$48,159.63 | -17.8% |
| DC Debora Caley Richwood Investment Advisors LLC | 8,161 | $355,819.6 | $633,987.28 | $278,167.68 | 78.18% |
William Jollie Quent Capital LLC | 2,437 | $141,507.54 | $190,280.96 | $48,773.42 | 34.47% |
Dalila Toledo Ascent Group LLC | 11,414 | $785,430.68 | $860,729.74 | $75,299.06 | 9.59% |
| EM Erin Mccann Simplicity Wealth LLC | 4,651 | $325,995.72 | $358,033.98 | $32,038.26 | 9.83% |
Robert Glass AlphaCentric Advisors LLC | 4,268 | $186,299.53 | $329,489.6 | $143,190.07 | 76.86% |
Jason DeBerry BancFirst Trust & Investment Management | 2,511 | $235,180.26 | $192,869.91 | -$42,310.35 | -17.99% |
Michael Byun SageView Advisory Group LLC | 8,202 | $591,146.09 | $623,680.08 | $32,533.99 | 5.5% |
Taro Kuriyama Axq Capita LLP | 7,272 | $681,096 | $558,562.32 | -$122,533.68 | -17.99% |
Thomas Mason Mason & Associates Inc. | 3,958 | $191,688.94 | $310,228.04 | $118,539.1 | 61.84% |
Jason Matthews Kfg Wealth Management LLC | 3,569 | $257,204.47 | $278,899.5 | $21,695.03 | 8.43% |
Katie Christensen iSAM Funds UKK) Ltd | 8,100 | $538,487.94 | $626,737.5 | $88,249.56 | 16.39% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 24 | $1,362 | $1,825.44 | $463.44 | 34.03% |