| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 164,218 | $4.86M | $5.84M | $979,204.46 | 20.14% |
| MC mike Chen Byrne Asset Management LLC | 2,800 | $61,488 | $101,556 | $40,068 | 65.16% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 19,626 | $721,451.76 | $707,909.82 | -$13,541.94 | -1.88% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 11,000 | $368,472 | $396,330 | $27,858 | 7.56% |
Mike Meixler Meixler Investment Management Ltd. | 172,400 | $4.94M | $6.15M | $1.21M | 24.52% |
Allison Tronnes Forum Financial Management LP | 42,436 | $1.31M | $1.54M | $220,686.81 | 16.78% |
| LWL Leo Wealth LLC Leo Wealth LLC | 30,404 | $888,955.99 | $1.1M | $211,972.85 | 23.85% |
William Jollie Quent Capital LLC | 29,784 | $1.08M | $1.06M | -$18,577.68 | -1.72% |
Marc H. Stone Tyler-Stone Wealth Management | 9,431 | $246,357.15 | $341,072.11 | $94,714.96 | 38.45% |
Joseph J. Costigan apricus wealth LLC | 6,075 | $229,878 | $217,728 | -$12,150 | -5.29% |
Jason DeBerry BancFirst Trust & Investment Management | 9,979 | $253,602.04 | $356,649.46 | $103,047.42 | 40.63% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,151 | $39,238.8 | $41,654.69 | $2,415.89 | 6.16% |
| DW Darren Woolson Asset Allocation Strategies LLC | 25,359 | $717,163.45 | $914,952.72 | $197,789.27 | 27.58% |
Molly Crider Walker Asset Management LLC | 20,551 | $562,706.02 | $739,938.75 | $177,232.73 | 31.5% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 11,865 | $374,480.88 | $429,335.02 | $54,854.14 | 14.65% |
Michael Topley Lansing Street Advisors | 5,794 | $219,157.48 | $208,902.67 | -$10,254.81 | -4.68% |
Mark Fiskio Empirical Asset Management LLC | 17,003 | $416,518.61 | $615,338.57 | $198,819.96 | 47.73% |
Timothy Gerlach Novem Group | 22,672 | $710,378.08 | $820,499.68 | $110,121.6 | 15.5% |
Jim Clark Worth Asset Management LLC | 6,164 | $193,026.04 | $222,150.57 | $29,124.53 | 15.09% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 21,988 | $514,131.7 | $792,777.34 | $278,645.64 | 54.2% |