| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 42,436 | $1.31M | $1.61M | $299,829.91 | 22.8% |
| LWL Leo Wealth LLC Leo Wealth LLC | 30,404 | $888,955.99 | $1.16M | $267,916.18 | 30.14% |
William Jollie Quent Capital LLC | 29,784 | $1.08M | $1.12M | $46,351.44 | 4.3% |
Marc H. Stone Tyler-Stone Wealth Management | 9,888 | $256,392.87 | $376,238.39 | $119,845.52 | 46.74% |
Joseph J. Costigan apricus wealth LLC | 6,075 | $229,878 | $231,153.74 | $1,275.74 | 0.55% |
Jason DeBerry BancFirst Trust & Investment Management | 9,979 | $253,602.04 | $379,700.94 | $126,098.9 | 49.72% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,151 | $39,238.8 | $43,795.55 | $4,556.75 | 11.61% |
| DW Darren Woolson Asset Allocation Strategies LLC | 25,359 | $717,163.45 | $986,465.1 | $269,301.65 | 37.55% |
Molly Crider Walker Asset Management LLC | 20,256 | $552,201.07 | $770,740.78 | $218,539.71 | 39.58% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 11,690 | $368,249.28 | $444,804.49 | $76,555.21 | 20.79% |
Michael Topley Lansing Street Advisors | 5,794 | $219,157.48 | $220,461.69 | $1,304.21 | 0.6% |
Mark Fiskio Empirical Asset Management LLC | 17,003 | $416,518.61 | $642,288.32 | $225,769.71 | 54.2% |
Timothy Gerlach Novem Group | 22,672 | $710,378.08 | $862,669.58 | $152,291.5 | 21.44% |
Jim Clark Worth Asset Management LLC | 6,100 | $190,747 | $232,104.99 | $41,357.99 | 21.68% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 23,485 | $547,005.82 | $893,604.23 | $346,598.41 | 63.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 55,437 | $1.7M | $2.11M | $408,901.68 | 24.05% |
| ECP Epacria Capital Partners LLC Epacria Capital Partners LLC | 139,372 | $3.45M | $5.42M | $1.97M | 57.13% |
Craig Johnsen Fortitude Advisory Group LLC | 18,730 | $524,760.08 | $712,676.48 | $187,916.4 | 35.81% |
Jeffrey Gilbert Balboa Wealth Partners | 7,043 | $212,172.23 | $266,049.32 | $53,877.09 | 25.39% |
Edward Lowndes Angeles Wealth Management LLC | 29,695 | $883,282.05 | $1.13M | $246,612.67 | 27.92% |