| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJ William Jollie Quent Capital LLC | 1,492 | $634,983.04 | $765,724.2 | $130,741.16 | 20.59% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 870 | $335,241.54 | $446,501.37 | $111,259.83 | 33.19% |
| MS Missy Straw Nilsine Partners LLC | 1,630 | $673,668.87 | $836,548.55 | $162,879.68 | 24.18% |
Dalila Toledo Ascent Group LLC | 14,316 | $6.34M | $7.35M | $1M | 15.84% |
| EM Erin Mccann Simplicity Wealth LLC | 1,389 | $665,672.1 | $712,862.54 | $47,190.44 | 7.09% |
| EW Ed West Values First Advisors Inc. | 2,295 | $992,363.87 | $1.18M | $185,475.96 | 18.69% |
Michael Byun SageView Advisory Group LLC | 3,769 | $1.76M | $1.93M | $178,016.98 | 10.14% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 2,567 | $957,873.4 | $1.32M | $359,562.26 | 37.54% |
Chad Soukup jvl associates LLC | 530 | $275,038.2 | $272,006.58 | -$3,031.62 | -1.1% |
| TK Taro Kuriyama Axq Capita LLP | 786 | $335,142.58 | $403,390.9 | $68,248.32 | 20.36% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 605 | $234,715.4 | $310,498.08 | $75,782.68 | 32.29% |
| JP Jaimie Palmer Beacon Capital Management LLC | 511 | $207,509.92 | $262,255.4 | $54,745.48 | 26.38% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 554 | $260,425.72 | $284,323.86 | $23,898.14 | 9.18% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 779 | $374,197.76 | $399,798.36 | $25,600.6 | 6.84% |
Adam Grossman Mayport LLC | 478 | $221,815.07 | $245,319.15 | $23,504.08 | 10.6% |
Anthony Chaves Dilation Capital Management LP | 12,645 | $6.27M | $6.49M | $220,781.52 | 3.52% |
Christopher M. Marks Sterling Investment Counsel LLC | 624 | $290,177.92 | $320,249.26 | $30,071.34 | 10.36% |
Daniel Ronan Catalyst Financial Partners LLC | 2,754 | $1.16M | $1.41M | $253,260.48 | 21.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,248 | $2.43M | $2.69M | $267,031.61 | 11.01% |
Craig Johnsen Fortitude Advisory Group LLC | 801 | $306,468.76 | $411,089.2 | $104,620.44 | 34.14% |