| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,420 | $852,861.14 | $1.45M | $593,238.46 | 69.56% |
Taylor Fairman Eagle Rock Investment Company LLC | 200 | $202,274 | $203,676 | $1,402 | 0.69% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 3,239 | $1.27M | $3.37M | $2.09M | 164.62% |
Russell Mohberg Regatta Capital Group LLC | 980 | $388,879.48 | $1.02M | $627,586.32 | 161.38% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 200 | $76,510 | $203,676 | $127,166 | 166.21% |
Courtney Lawson Autumn Glory Partners LLC | 352 | $259,574.25 | $358,469.76 | $98,895.51 | 38.1% |
Jeremy Baltz Raleigh Capital Management Inc. | 753 | $514,702.85 | $766,840.14 | $252,137.29 | 48.99% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 400 | $229,048 | $407,352 | $178,304 | 77.85% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,416 | $514,182.74 | $1.5M | $987,315.34 | 192.02% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,012 | $1.99M | $3.07M | $1.08M | 54.09% |
William Jollie Quent Capital LLC | 2,298 | $880,992.89 | $2.39M | $1.51M | 171.17% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 202 | $204,296.74 | $209,962.85 | $5,666.11 | 2.77% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 4,570 | $1.71M | $4.73M | $3.02M | 176.49% |
Marc H. Stone Tyler-Stone Wealth Management | 1,202 | $545,300.88 | $1.22M | $678,791.88 | 124.48% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 941 | $410,860.75 | $958,295.58 | $547,434.83 | 133.24% |
Jonathan Straus Commons Capital LLC | 209 | $211,376.33 | $212,841.42 | $1,465.09 | 0.69% |
Missy Straw Nilsine Partners LLC | 8,493 | $4.85M | $8.65M | $3.8M | 78.19% |
Dalila Toledo Ascent Group LLC | 5,607 | $3.72M | $5.71M | $1.99M | 53.54% |
| EM Erin Mccann Simplicity Wealth LLC | 16,051 | $15.28M | $17.02M | $1.74M | 11.38% |
Joseph J. Costigan apricus wealth LLC | 225 | $227,558.25 | $229,135.5 | $1,577.25 | 0.69% |