| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Russell Mohberg Regatta Capital Group LLC | 945 | $209,982.18 | $194,112.45 | -$15,869.73 | -7.56% |
| TT Timothy Taylor TCM Advisors LLC | 2,700 | $348,439.99 | $554,607 | $206,167.01 | 59.17% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 2,177 | $332,048.09 | $447,177.57 | $115,129.48 | 34.67% |
Courtney Lawson Autumn Glory Partners LLC | 2,678 | $592,052.24 | $550,087.98 | -$41,964.26 | -7.09% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,622 | $238,454.48 | $332,510 | $94,055.52 | 39.44% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 24,910 | $3.32M | $5.12M | $1.8M | 54.06% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 1,733 | $389,704.06 | $355,975.53 | -$33,728.53 | -8.65% |
Allison Tronnes Forum Financial Management LP | 4,889 | $1.11M | $1M | -$107,708.89 | -9.7% |
| MO Michael O'Connor Capasso Planning Partners LLC | 1,184 | $259,929.36 | $243,205.44 | -$16,723.92 | -6.43% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 3,364 | $513,546.15 | $689,620 | $176,073.85 | 34.29% |
| LWL Leo Wealth LLC Leo Wealth LLC | 17,986 | $3.3M | $3.69M | $387,522.13 | 11.74% |
Christopher Clancy Global Wealth Strategies & Associates | 1,842 | $352,961.65 | $378,365.22 | $25,403.57 | 7.2% |
| WJ William Jollie Quent Capital LLC | 4,993 | $998,895.62 | $1.02M | $23,471.06 | 2.35% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,627 | $480,034.63 | $333,535 | -$146,499.63 | -30.52% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 20,144 | $3.91M | $4.13M | $218,403.09 | 5.58% |
Marc H. Stone Tyler-Stone Wealth Management | 3,035 | $603,260 | $622,175 | $18,915 | 3.14% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 8,707 | $1.29M | $1.78M | $494,444.39 | 38.31% |
| MS Missy Straw Nilsine Partners LLC | 9,256 | $1.7M | $1.9M | $196,723.51 | 11.57% |
Dalila Toledo Ascent Group LLC | 18,260 | $3.61M | $3.74M | $131,185.94 | 3.64% |
| EM Erin Mccann Simplicity Wealth LLC | 17,543 | $4.95M | $3.6M | -$1.35M | -27.32% |