| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sue Cox BetterWealth LLC | 732 | $208,920.12 | $602,457.98 | $393,537.86 | 188.37% |
Jeremy Baltz Raleigh Capital Management Inc. | 540 | $615,152.12 | $444,436.22 | -$170,715.9 | -27.75% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 20,615 | $1.63M | $16.97M | $15.34M | 942.82% |
Michelle McCarthy Vantage Financial Partners LLC | 2,085 | $181,165.65 | $1.72M | $1.53M | 847.21% |
Allison Tronnes Forum Financial Management LP | 3,664 | $1.05M | $3.02M | $1.97M | 188.4% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,028 | $1.28M | $3.32M | $2.04M | 159.22% |
William Jollie Quent Capital LLC | 5,338 | $1.19M | $4.68M | $3.49M | 292.65% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 651 | $185,801.91 | $535,792.55 | $349,990.64 | 188.37% |
Marc H. Stone Tyler-Stone Wealth Management | 8,412 | $856,028.33 | $6.92M | $6.07M | 708.77% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 986 | $312,858.52 | $811,507.61 | $498,649.09 | 159.38% |
Missy Straw Nilsine Partners LLC | 29,433 | $5.99M | $24.22M | $18.23M | 304.42% |
Dalila Toledo Ascent Group LLC | 12,759 | $2.01M | $10.5M | $8.49M | 421.2% |
| EM Erin Mccann Simplicity Wealth LLC | 8,100 | $4.52M | $7.05M | $2.52M | 55.74% |
Robert Glass AlphaCentric Advisors LLC | 372 | $182,011.53 | $306,167.17 | $124,155.64 | 68.21% |
Patrick O'Connell Security Financial Services Inc. | 437 | $504,424.75 | $359,664.12 | -$144,760.63 | -28.7% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 181 | $208,926 | $148,968.44 | -$59,957.56 | -28.7% |
Michael Byun SageView Advisory Group LLC | 4,552 | $413,935.67 | $3.75M | $3.33M | 805.08% |
Nicole Goff Retirement Solution LLC | 4,176 | $486,072.3 | $3.44M | $2.95M | 607.09% |
| KB Kimberly Byrne Bill Few Associates Inc. | 390 | $131,757.6 | $320,981.71 | $189,224.11 | 143.62% |
Nichole Raftopoulos Nvest Financial LLC | 3,886 | $693,068.72 | $3.2M | $2.51M | 361.47% |