| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Debora Caley Richwood Investment Advisors LLC | 2,375 | $296,251.35 | $283,123.75 | -$13,127.6 | -4.43% |
Paul Elam Oak Harbor Wealth Partners LLC | 14,448 | $1.57M | $1.75M | $182,105.59 | 11.63% |
Edward A. McDonough McDonough Capital Management Inc. | 3,764 | $382,531.7 | $450,174.4 | $67,642.7 | 17.68% |
| LWL Leo Wealth LLC Leo Wealth LLC | 28,694 | $3.23M | $3.47M | $243,135.27 | 7.53% |
William Jollie Quent Capital LLC | 6,160 | $699,673.62 | $732,362.4 | $32,688.78 | 4.67% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,003 | $326,123.46 | $362,792.43 | $36,668.97 | 11.24% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 11,969 | $1.25M | $1.42M | $170,376.01 | 13.6% |
Marc H. Stone Tyler-Stone Wealth Management | 2,360 | $258,302.46 | $285,017.2 | $26,714.74 | 10.34% |
Missy Straw Nilsine Partners LLC | 8,536 | $905,825.25 | $1.03M | $126,347.87 | 13.95% |
Dalila Toledo Ascent Group LLC | 14,118 | $1.42M | $1.71M | $291,999.87 | 20.54% |
| EM Erin Mccann Simplicity Wealth LLC | 10,453 | $1.26M | $1.25M | -$7,655.64 | -0.61% |
Joseph J. Costigan apricus wealth LLC | 22,386 | $2.25M | $2.68M | $432,369.31 | 19.22% |
Michael Byun SageView Advisory Group LLC | 5,562 | $688,260.97 | $673,113.24 | -$15,147.73 | -2.2% |
| KB Kimberly Byrne Bill Few Associates Inc. | 5,822 | $614,423.51 | $688,102.18 | $73,678.67 | 11.99% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 11,825 | $1.27M | $1.41M | $132,789.21 | 10.43% |
Taro Kuriyama Axq Capita LLP | 1,764 | $230,978.18 | $211,106.7 | -$19,871.48 | -8.6% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 84,809 | $8.89M | $10.13M | $1.24M | 13.99% |
David T. Morgan High Net Worth Advisory Group LLC | 5,827 | $610,936.82 | $704,484.3 | $93,547.48 | 15.31% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,172 | $142,950.62 | $141,624.48 | -$1,326.14 | -0.93% |
Jaimie Palmer Beacon Capital Management LLC | 4,555 | $514,307.74 | $547,602.1 | $33,294.36 | 6.47% |