| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 1,769 | $396,674.07 | $1.75M | $1.36M | 341.63% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,052 | $11.32M | $12.93M | $1.6M | 14.14% |
William Jollie Quent Capital LLC | 1,524 | $686,412.31 | $1.51M | $822,835.39 | 119.87% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 868 | $876,951.4 | $922,901 | $45,949.6 | 5.24% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 1,033 | $777,148.82 | $1.02M | $245,820.73 | 31.63% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,211 | $714,184.03 | $2.19M | $1.48M | 206.75% |
Marc H. Stone Tyler-Stone Wealth Management | 1,681 | $357,254.53 | $1.66M | $1.31M | 365.96% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 440 | $235,615.46 | $435,727.59 | $200,112.13 | 84.93% |
Missy Straw Nilsine Partners LLC | 930 | $665,695.74 | $920,969.68 | $255,273.94 | 38.35% |
Dalila Toledo Ascent Group LLC | 6,965 | $2.99M | $6.9M | $3.91M | 130.68% |
| EM Erin Mccann Simplicity Wealth LLC | 1,939 | $1.53M | $1.94M | $407,767.92 | 26.62% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 2,025 | $347,307.75 | $2.01M | $1.66M | 477.39% |
Patrick O'Connell Security Financial Services Inc. | 743 | $276,338.23 | $735,785.46 | $459,447.23 | 166.26% |
Ed West Values First Advisors Inc. | 21 | $13,724.97 | $20,796.09 | $7,071.12 | 51.52% |
Michael Byun SageView Advisory Group LLC | 3,070 | $1.44M | $3.04M | $1.6M | 111.41% |
| KB Kimberly Byrne Bill Few Associates Inc. | 749 | $420,508.4 | $741,727.2 | $321,218.8 | 76.39% |
Nichole Raftopoulos Nvest Financial LLC | 428 | $281,867.19 | $423,844.11 | $141,976.92 | 50.37% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,622 | $1.93M | $3.59M | $1.66M | 86.02% |
Chad Soukup jvl associates LLC | 212 | $249,070.32 | $209,941.48 | -$39,128.84 | -15.71% |
Taro Kuriyama Axq Capita LLP | 639 | $557,783.13 | $639,191.7 | $81,408.57 | 14.6% |