| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 1,584 | $441,116.88 | $587,141.3 | $146,024.42 | 33.1% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,026 | $282,858.54 | $396,784.99 | $113,926.45 | 40.28% |
| LWL Leo Wealth LLC Leo Wealth LLC | 961 | $283,398.93 | $356,213.88 | $72,814.95 | 25.69% |
Christopher Clancy Global Wealth Strategies & Associates | 744 | $159,602.74 | $275,778.49 | $116,175.75 | 72.79% |
William Jollie Quent Capital LLC | 38,920 | $10.17M | $15.19M | $5.02M | 49.33% |
Dalila Toledo Ascent Group LLC | 1,202 | $307,282.02 | $445,545.35 | $138,263.33 | 45% |
Nichole Raftopoulos Nvest Financial LLC | 891 | $351,018.35 | $330,266.98 | -$20,751.37 | -5.91% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 591 | $232,830.35 | $219,065.98 | -$13,764.37 | -5.91% |
Chad Soukup jvl associates LLC | 6,784 | $1.28M | $2.51M | $1.24M | 97.17% |
Kristofer Gray Integrity Financial Corp. /WA | 157 | $50,712.57 | $58,195.19 | $7,482.62 | 14.75% |
Mark Vicencio Lowery Thomas LLC | 13,472 | $3.7M | $4.99M | $1.29M | 34.93% |
Kristen Williams Athena Investment Management | 1,694 | $433,240.5 | $655,120.64 | $221,880.14 | 51.21% |
Adam Grossman Mayport LLC | 700 | $200,102 | $273,049 | $72,947 | 36.45% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,300 | $343,391.47 | $481,871.01 | $138,479.54 | 40.33% |
Christopher M. Marks Sterling Investment Counsel LLC | 581 | $228,890.75 | $215,359.28 | -$13,531.47 | -5.91% |
Scott Williams Investmark Advisory Group LLC | 1,631 | $358,845.28 | $636,204.18 | $277,358.9 | 77.29% |
Mark Fiskio Empirical Asset Management LLC | 1,385 | $353,939.38 | $540,246.96 | $186,307.58 | 52.64% |
Christopher Warner WARNER FINANCIAL Inc. | 827 | $174,987.93 | $306,544.1 | $131,556.17 | 75.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,564 | $1.28M | $1.69M | $409,720.26 | 31.96% |
Matthew Heller Willner & Heller LLC | 1,459 | $424,695.7 | $540,807.54 | $116,111.84 | 27.34% |