| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 12,786 | $1.99M | $2.41M | $423,718.14 | 21.33% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 8,905 | $1.46M | $1.68M | $222,475.33 | 15.28% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 245 | $35,607.33 | $46,187.4 | $10,580.07 | 29.71% |
Jeremy Baltz Raleigh Capital Management Inc. | 13 | $2,342.73 | $2,450.76 | $108.03 | 4.61% |
Allison Tronnes Forum Financial Management LP | 1,972 | $268,447.93 | $371,761.44 | $103,313.51 | 38.49% |
William Jollie Quent Capital LLC | 886 | $154,102.98 | $171,706.8 | $17,603.82 | 11.42% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 5,066 | $822,400.99 | $969,125.8 | $146,724.81 | 17.84% |
Jonathan Straus Commons Capital LLC | 1,466 | $255,853.4 | $276,370.32 | $20,516.92 | 8.02% |
Missy Straw Nilsine Partners LLC | 2,261 | $344,450.74 | $426,243.72 | $81,792.98 | 23.75% |
Dalila Toledo Ascent Group LLC | 1,256 | $226,343.76 | $236,781.12 | $10,437.36 | 4.61% |
| EM Erin Mccann Simplicity Wealth LLC | 1,717 | $309,371.43 | $334,694.79 | $25,323.36 | 8.19% |
Owen Schrum Schrum Private Wealth Management LLC | 1,492 | $244,529.31 | $289,119.76 | $44,590.45 | 18.24% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 134 | $19,200.86 | $25,261.68 | $6,060.82 | 31.57% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 6,373 | $762,998.5 | $1.2M | $438,439.46 | 57.46% |
Molly Crider Walker Asset Management LLC | 1,316 | $237,150.69 | $248,092.32 | $10,941.63 | 4.61% |
David K. Balsdon Harvest Portfolios Group Inc. | 7,050 | $1.13M | $1.33M | $200,375.32 | 17.75% |
Daniel Ronan Catalyst Financial Partners LLC | 1,475 | $265,746.61 | $278,067 | $12,320.39 | 4.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,082 | $333,587.82 | $392,498.64 | $58,910.82 | 17.66% |
Jeffrey Gilbert Balboa Wealth Partners | 4,568 | $778,849.12 | $885,187.04 | $106,337.92 | 13.65% |
Edward Lowndes Angeles Wealth Management LLC | 2,674 | $422,029.89 | $504,102.48 | $82,072.59 | 19.45% |