| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJ William Jollie Quent Capital LLC | 1,930 | $190,868.39 | $222,471.1 | $31,602.71 | 16.56% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 4,123 | $352,475.27 | $475,464.36 | $122,989.09 | 34.89% |
| MS Missy Straw Nilsine Partners LLC | 1,850 | $209,864 | $213,342 | $3,478 | 1.66% |
Dalila Toledo Ascent Group LLC | 21,329 | $1.2M | $2.46M | $1.26M | 105.54% |
| EM Erin Mccann Simplicity Wealth LLC | 4,339 | $362,733.72 | $500,373.48 | $137,639.76 | 37.95% |
| EW Ed West Values First Advisors Inc. | 3,458 | $300,675.65 | $398,776.56 | $98,100.91 | 32.63% |
Michael Byun SageView Advisory Group LLC | 2,280 | $112,474.13 | $262,815.6 | $150,341.47 | 133.67% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 36,361 | $3.44M | $4.15M | $715,771.74 | 20.82% |
Dan Mohr Retireful LLC | 7,462 | $701,869.96 | $860,517.84 | $158,647.88 | 22.6% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 31 | $2,765.2 | $3,573.37 | $808.17 | 29.23% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 118,779 | $7.21M | $13.72M | $6.51M | 90.21% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,058 | $282,650.94 | $352,495.66 | $69,844.72 | 24.71% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,430 | $679,022.34 | $965,782.95 | $286,760.61 | 42.23% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,728 | $83,778.41 | $197,164.8 | $113,386.39 | 135.34% |
| NB Nolan Baker Retirement Guys Formula LLC | 11,815 | $1.33M | $1.36M | $32,845.7 | 2.47% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 110 | $6,195.2 | $12,514.7 | $6,319.5 | 102.01% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 21,907 | $1.31M | $2.51M | $1.2M | 91.05% |
| JG John Ginter Callan Family Office LLC | 28,122 | $2.4M | $3.23M | $833,094.95 | 34.73% |
Junaid Subhan Sagard Holdings Management Inc. | 144 | $11,969 | $16,531.2 | $4,562.2 | 38.12% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,760 | $347,536.56 | $432,118 | $84,581.44 | 24.34% |