| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 4,728 | $550,296.5 | $593,033.04 | $42,736.54 | 7.77% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,375 | $296,251.35 | $297,896.25 | $1,644.9 | 0.56% |
Paul Elam Oak Harbor Wealth Partners LLC | 14,448 | $1.57M | $1.78M | $216,780.79 | 13.85% |
Edward A. McDonough McDonough Capital Management Inc. | 3,764 | $382,531.7 | $464,816.36 | $82,284.66 | 21.51% |
| LWL Leo Wealth LLC Leo Wealth LLC | 28,694 | $3.23M | $3.6M | $372,258.27 | 11.54% |
William Jollie Quent Capital LLC | 6,160 | $699,673.62 | $769,076 | $69,402.38 | 9.92% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,003 | $326,123.46 | $372,131.76 | $46,008.3 | 14.11% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 11,819 | $1.24M | $1.46M | $220,585.4 | 17.86% |
Marc H. Stone Tyler-Stone Wealth Management | 2,455 | $268,267.96 | $307,930.65 | $39,662.69 | 14.78% |
Missy Straw Nilsine Partners LLC | 8,536 | $905,825.25 | $1.07M | $164,845.23 | 18.2% |
Dalila Toledo Ascent Group LLC | 27,446 | $2.6M | $3.44M | $844,720.71 | 32.52% |
| EM Erin Mccann Simplicity Wealth LLC | 10,453 | $1.26M | $1.29M | $31,177.26 | 2.48% |
Joseph J. Costigan apricus wealth LLC | 22,386 | $2.25M | $2.81M | $558,738.28 | 24.84% |
Michael Byun SageView Advisory Group LLC | 5,562 | $688,260.97 | $694,499.13 | $6,238.16 | 0.91% |
| KB Kimberly Byrne Bill Few Associates Inc. | 5,657 | $595,710.86 | $709,557.51 | $113,846.65 | 19.11% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 11,547 | $1.24M | $1.45M | $207,068.2 | 16.68% |
Taro Kuriyama Axq Capita LLP | 1,764 | $230,978.18 | $217,571.76 | -$13,406.42 | -5.8% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 84,809 | $8.89M | $10.64M | $1.75M | 19.67% |
David T. Morgan High Net Worth Advisory Group LLC | 5,827 | $610,936.82 | $730,880.61 | $119,943.79 | 19.63% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,172 | $142,950.62 | $147,003.96 | $4,053.34 | 2.84% |