| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,951 | $288,785.39 | $641,429.36 | $352,643.97 | 122.11% |
Russell Mohberg Regatta Capital Group LLC | 1,271 | $202,038.16 | $276,620.44 | $74,582.28 | 36.91% |
Courtney Lawson Autumn Glory Partners LLC | 6,756 | $854,386.53 | $1.42M | $567,210.99 | 66.39% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,291 | $173,347.95 | $271,652.22 | $98,304.27 | 56.71% |
Allison Tronnes Forum Financial Management LP | 7,469 | $958,271.89 | $1.57M | $613,355.09 | 64.01% |
| DC Debora Caley Richwood Investment Advisors LLC | 4,403 | $599,609.67 | $926,479.26 | $326,869.59 | 54.51% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,478 | $361,865.94 | $521,420.76 | $159,554.82 | 44.09% |
William Jollie Quent Capital LLC | 14,689 | $1.45M | $3.18M | $1.73M | 119.27% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,465 | $634,428.41 | $1.19M | $553,443.99 | 87.24% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 2,280 | $404,768 | $479,757.6 | $74,989.6 | 18.53% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 14,344 | $1.38M | $3.09M | $1.71M | 123.64% |
Missy Straw Nilsine Partners LLC | 13,538 | $1.58M | $2.85M | $1.27M | 79.93% |
Dalila Toledo Ascent Group LLC | 15,591 | $2.17M | $3.28M | $1.11M | 51.11% |
| EM Erin Mccann Simplicity Wealth LLC | 6,263 | $967,507.33 | $1.37M | $399,517.68 | 41.29% |
Michael Byun SageView Advisory Group LLC | 5,496 | $794,105.49 | $1.19M | $394,514.43 | 49.68% |
Nichole Raftopoulos Nvest Financial LLC | 1,015 | $212,175.59 | $213,576.3 | $1,400.71 | 0.66% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 17,409 | $1.96M | $3.66M | $1.7M | 86.84% |
James Peterson Nearwater Capital Markets Ltd. | 340,000 | $71.07M | $73.9M | $2.83M | 3.98% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 65,293 | $6.83M | $13.74M | $6.91M | 101.05% |
Kristofer Gray Integrity Financial Corp. /WA | 2,525 | $415,539.25 | $531,310.5 | $115,771.25 | 27.86% |