| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Russell Mohberg Regatta Capital Group LLC | 3,372 | $222,449.26 | $269,220.48 | $46,771.22 | 21.03% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 444 | $39,413.84 | $35,442.3 | -$3,971.54 | -10.08% |
Matt Monson Sovereign's Capital Management LLC | 13,520 | $962,045.32 | $1.07M | $104,412.28 | 10.85% |
Jeremy Baltz Raleigh Capital Management Inc. | 959 | $80,050.47 | $76,413.12 | -$3,637.35 | -4.54% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 22,133 | $1.87M | $1.76M | -$109,011.41 | -5.82% |
Allison Tronnes Forum Financial Management LP | 8,606 | $659,758.37 | $686,758.8 | $27,000.43 | 4.09% |
Edward A. McDonough McDonough Capital Management Inc. | 21,291 | $1.79M | $1.68M | -$115,357.69 | -6.43% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,576 | $207,142.31 | $205,654.96 | -$1,487.35 | -0.72% |
William Jollie Quent Capital LLC | 5,995 | $471,481.8 | $473,365.2 | $1,883.4 | 0.4% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 20,048 | $1.59M | $1.6M | $12,569.51 | 0.79% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 3,780 | $303,458 | $302,362.2 | -$1,095.8 | -0.36% |
Timothy R. Guthrie Bullseye Investment Management LLC | 816 | $65,508.48 | $65,210.64 | -$297.84 | -0.45% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 22,374 | $1.97M | $1.77M | -$204,549.97 | -10.38% |
Marc H. Stone Tyler-Stone Wealth Management | 4,582 | $383,643.05 | $366,010.16 | -$17,632.89 | -4.6% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 11,889 | $960,450.24 | $949,217.76 | -$11,232.48 | -1.17% |
Stephen Dunnaway Brown Shipley& Co Ltd | 35,189 | $3.25M | $2.77M | -$479,002.7 | -14.73% |
Missy Straw Nilsine Partners LLC | 22,834 | $1.68M | $1.82M | $138,111.94 | 8.2% |
Dalila Toledo Ascent Group LLC | 30,432 | $2.4M | $2.43M | $30,068.99 | 1.25% |
| EM Erin Mccann Simplicity Wealth LLC | 27,863 | $2.28M | $2.2M | -$77,291.49 | -3.4% |
Ed West Values First Advisors Inc. | 22,449 | $1.94M | $1.79M | -$150,429.55 | -7.75% |