| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 16,778 | $4.72M | $3.93M | -$786,720.08 | -16.67% |
Russell Mohberg Regatta Capital Group LLC | 945 | $209,982.18 | $223,001.1 | $13,018.92 | 6.2% |
Timothy Taylor TCM Advisors LLC | 2,700 | $348,439.99 | $637,146 | $288,706.01 | 82.86% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 1,508 | $238,187.39 | $337,264.18 | $99,076.79 | 41.6% |
Courtney Lawson Autumn Glory Partners LLC | 2,678 | $592,052.24 | $598,934.67 | $6,882.43 | 1.16% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,606 | $236,313.52 | $359,181.88 | $122,868.36 | 51.99% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 24,910 | $3.32M | $5.57M | $2.25M | 67.74% |
Michelle McCarthy Vantage Financial Partners LLC | 1,733 | $389,704.06 | $387,585.43 | -$2,118.63 | -0.54% |
Allison Tronnes Forum Financial Management LP | 4,782 | $1.1M | $1.07M | -$26,141.97 | -2.39% |
Michael O'Connor Capasso Planning Partners LLC | 1,184 | $259,929.36 | $270,958.41 | $11,029.05 | 4.24% |
Paul Elam Oak Harbor Wealth Partners LLC | 3,162 | $486,546.83 | $735,923.88 | $249,377.05 | 51.25% |
Edward A. McDonough McDonough Capital Management Inc. | 725 | $203,877.24 | $171,085.5 | -$32,791.74 | -16.08% |
| LWL Leo Wealth LLC Leo Wealth LLC | 17,986 | $3.3M | $4.02M | $722,960.85 | 21.91% |
Christopher Clancy Global Wealth Strategies & Associates | 1,842 | $352,961.65 | $411,963.28 | $59,001.63 | 16.72% |
William Jollie Quent Capital LLC | 4,901 | $986,598.9 | $1.16M | $176,310.38 | 17.87% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,952 | $571,427.87 | $457,392.66 | -$114,035.21 | -19.96% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 19,968 | $3.89M | $4.72M | $831,045.33 | 21.38% |
Marc H. Stone Tyler-Stone Wealth Management | 3,036 | $603,393.66 | $679,001.37 | $75,607.71 | 12.53% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,707 | $1.29M | $1.95M | $656,829.85 | 50.9% |
Missy Straw Nilsine Partners LLC | 9,383 | $1.74M | $2.1M | $362,035.99 | 20.85% |