| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 2,099 | $257,631.26 | $273,310.81 | $15,679.55 | 6.09% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,017 | $169,105.28 | $262,633.59 | $93,528.31 | 55.31% |
Allison Tronnes Forum Financial Management LP | 7,049 | $602,265.15 | $917,850.36 | $315,585.21 | 52.4% |
| DC Debora Caley Richwood Investment Advisors LLC | 5,873 | $658,069.65 | $764,723.39 | $106,653.74 | 16.21% |
Paul Elam Oak Harbor Wealth Partners LLC | 3,356 | $243,456.54 | $439,166.16 | $195,709.62 | 80.39% |
| LWL Leo Wealth LLC Leo Wealth LLC | 9,048 | $1M | $1.18M | $177,607.82 | 17.75% |
William Jollie Quent Capital LLC | 3,680 | $343,097.64 | $490,212.84 | $147,115.2 | 42.88% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,763 | $222,737.42 | $243,928.68 | $21,191.26 | 9.51% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,792 | $221,529.58 | $238,443.52 | $16,913.94 | 7.64% |
Marc H. Stone Tyler-Stone Wealth Management | 5,494 | $435,607.75 | $715,373.79 | $279,766.04 | 64.22% |
Missy Straw Nilsine Partners LLC | 16,624 | $1.9M | $2.16M | $269,382.26 | 14.21% |
Dalila Toledo Ascent Group LLC | 62,184 | $6.25M | $8.1M | $1.85M | 29.53% |
| EM Erin Mccann Simplicity Wealth LLC | 10,730 | $1.24M | $1.4M | $168,099.04 | 13.6% |
Robert Glass AlphaCentric Advisors LLC | 20,426 | $2.17M | $2.66M | $488,496.71 | 22.5% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 8,840 | $632,056.13 | $1.15M | $519,000.36 | 82.11% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 6,114 | $750,432.36 | $796,104 | $45,671.64 | 6.09% |
Michael Byun SageView Advisory Group LLC | 8,588 | $953,261.54 | $1.14M | $190,488.21 | 19.98% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,247 | $267,793.88 | $422,791.9 | $154,998.02 | 57.88% |
Taro Kuriyama Axq Capita LLP | 27,106 | $3.42M | $3.55M | $122,519.16 | 3.58% |
David T. Morgan High Net Worth Advisory Group LLC | 3,786 | $278,481 | $492,975.1 | $214,494.1 | 77.02% |