| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 1,372 | $101,914 | $104,505.24 | $2,591.24 | 2.54% |
Allison Tronnes Forum Financial Management LP | 18,494 | $700,104.1 | $1.41M | $708,583.88 | 101.21% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,303 | $203,060 | $175,419.51 | -$27,640.49 | -13.61% |
Christopher Clancy Global Wealth Strategies & Associates | 126,318 | $5.04M | $9.62M | $4.58M | 90.88% |
William Jollie Quent Capital LLC | 355,443 | $12.8M | $29.03M | $16.23M | 126.8% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 152,699 | $11.14M | $11.63M | $495,487.33 | 4.45% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,651 | $215,678.86 | $301,244.01 | $85,565.15 | 39.67% |
Marc H. Stone Tyler-Stone Wealth Management | 5,243 | $249,203.89 | $399,359.31 | $150,155.42 | 60.25% |
Missy Straw Nilsine Partners LLC | 8,973 | $536,300.46 | $683,473.41 | $147,172.95 | 27.44% |
Dalila Toledo Ascent Group LLC | 135,446 | $9.31M | $10.32M | $1.01M | 10.82% |
| EM Erin Mccann Simplicity Wealth LLC | 18,897 | $1.18M | $1.44M | $260,967.57 | 22.15% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 27,092 | $1.48M | $2.06M | $583,581.04 | 39.43% |
Patrick O'Connell Security Financial Services Inc. | 53,685 | $3.82M | $4.09M | $267,469.68 | 7% |
Ed West Values First Advisors Inc. | 3 | $264.48 | $228.51 | -$35.97 | -13.6% |
Michael Byun SageView Advisory Group LLC | 6,635 | $367,335.84 | $541,880.45 | $174,544.61 | 47.52% |
Owen Schrum Schrum Private Wealth Management LLC | 7,217 | $384,519.55 | $589,412.39 | $204,892.84 | 53.29% |
Brian Clay Clay Northam Wealth Management LLC | 6,074 | $237,777.96 | $501,165.74 | $263,387.78 | 110.77% |
Kristofer Gray Integrity Financial Corp. /WA | 2,729 | $199,471.33 | $207,867.93 | $8,396.6 | 4.21% |
David T. Morgan High Net Worth Advisory Group LLC | 3,329 | $207,596.44 | $253,569.93 | $45,973.49 | 22.15% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,706 | $164,406.88 | $206,116.02 | $41,709.14 | 25.37% |