| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Perrault Intergy Private Wealth LLC | 1,709 | $238,627.67 | $153,553.65 | -$85,074.02 | -35.65% |
| JAI Josh Arnold Investment Consultant LLC Josh Arnold Investment Consultant LLC | 17,325 | $2.42M | $1.57M | -$851,177.25 | -35.19% |
Taylor Fairman Eagle Rock Investment Company LLC | 8,000 | $298,982.4 | $738,720 | $439,737.6 | 147.08% |
Jeremy Baltz Raleigh Capital Management Inc. | 939 | $37,108.26 | $85,120.35 | $48,012.09 | 129.38% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 8,955 | $203,368.05 | $839,352.15 | $635,984.1 | 312.73% |
Allison Tronnes Forum Financial Management LP | 22,236 | $746,017.8 | $2M | $1.25M | 167.81% |
| DC Debora Caley Richwood Investment Advisors LLC | 10,376 | $431,694.8 | $995,369.68 | $563,674.88 | 130.57% |
Paul Elam Oak Harbor Wealth Partners LLC | 3,321 | $463,711.23 | $305,000.64 | -$158,710.59 | -34.23% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,448 | $284,566 | $587,154.88 | $302,588.88 | 106.33% |
William Jollie Quent Capital LLC | 12,724 | $581,012.16 | $1.21M | $632,475.72 | 108.86% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 11,770 | $412,632.67 | $1.08M | $665,852.43 | 161.37% |
Timothy R. Guthrie Bullseye Investment Management LLC | 2 | $73.8 | $183.26 | $109.46 | 148.32% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 50,584 | $1.42M | $4.82M | $3.41M | 239.99% |
Marc H. Stone Tyler-Stone Wealth Management | 14,870 | $348,850.2 | $1.36M | $1.01M | 290.32% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 4,481 | $625,682.03 | $411,669.47 | -$214,012.56 | -34.2% |
Stephen Dunnaway Brown Shipley& Co Ltd | 50,444 | $1.73M | $4.74M | $3.01M | 173.87% |
Missy Straw Nilsine Partners LLC | 11,438 | $526,008.17 | $1.04M | $518,509.99 | 98.57% |
Dalila Toledo Ascent Group LLC | 77,879 | $5.5M | $7.02M | $1.51M | 27.48% |
| EM Erin Mccann Simplicity Wealth LLC | 25,989 | $1.51M | $2.45M | $936,360.37 | 62% |
Patrick O'Connell Security Financial Services Inc. | 5,156 | $238,230.28 | $471,877.12 | $233,646.84 | 98.08% |