| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Russell Mohberg Regatta Capital Group LLC | 945 | $209,982.18 | $218,833.65 | $8,851.47 | 4.22% |
Timothy Taylor TCM Advisors LLC | 2,700 | $348,439.99 | $629,100 | $280,660.01 | 80.55% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 1,505 | $237,766.49 | $349,581.4 | $111,814.91 | 47.03% |
Courtney Lawson Autumn Glory Partners LLC | 3,874 | $928,379.39 | $896,734.15 | -$31,645.24 | -3.41% |
Sue Cox BetterWealth LLC | 1,482 | $325,936.25 | $337,718.16 | $11,781.91 | 3.61% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,606 | $236,313.52 | $371,259.02 | $134,945.5 | 57.1% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 29,465 | $4.6M | $6.97M | $2.37M | 51.46% |
Michelle McCarthy Vantage Financial Partners LLC | 1,733 | $389,704.06 | $401,146.17 | $11,442.11 | 2.94% |
Allison Tronnes Forum Financial Management LP | 4,782 | $1.1M | $1.11M | $17,422.1 | 1.59% |
Michael O'Connor Capasso Planning Partners LLC | 1,184 | $259,929.36 | $275,493.12 | $15,563.76 | 5.99% |
Paul Elam Oak Harbor Wealth Partners LLC | 3,162 | $486,546.83 | $732,350.82 | $245,803.99 | 50.52% |
Edward A. McDonough McDonough Capital Management Inc. | 725 | $203,877.24 | $168,562.5 | -$35,314.74 | -17.32% |
| LWL Leo Wealth LLC Leo Wealth LLC | 17,986 | $3.3M | $4.17M | $871,165.67 | 26.4% |
Christopher Clancy Global Wealth Strategies & Associates | 2,036 | $395,628.03 | $472,922.08 | $77,294.05 | 19.54% |
William Jollie Quent Capital LLC | 4,901 | $986,598.9 | $1.15M | $160,823.22 | 16.3% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,952 | $571,427.87 | $453,752.16 | -$117,675.71 | -20.59% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 19,629 | $3.84M | $4.6M | $753,259.47 | 19.6% |
Marc H. Stone Tyler-Stone Wealth Management | 3,035 | $603,260 | $706,684.57 | $103,424.57 | 17.14% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,707 | $1.29M | $2.02M | $725,876.45 | 56.25% |
Missy Straw Nilsine Partners LLC | 9,383 | $1.74M | $2.18M | $443,668.18 | 25.55% |