| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 14,547 | $1.01M | $1.04M | $33,547.73 | 3.32% |
Edward A. McDonough McDonough Capital Management Inc. | 11,498 | $453,253.68 | $824,521.58 | $371,267.9 | 81.91% |
| LWL Leo Wealth LLC Leo Wealth LLC | 34,188 | $3.55M | $2.45M | -$1.1M | -30.91% |
William Jollie Quent Capital LLC | 22,809 | $1.38M | $1.69M | $315,822 | 22.96% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,313 | $346,457.55 | $237,575.23 | -$108,882.32 | -31.43% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 8,318 | $785,662.65 | $596,483.78 | -$189,178.87 | -24.08% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,080 | $296,142 | $220,866.8 | -$75,275.2 | -25.42% |
Marc H. Stone Tyler-Stone Wealth Management | 7,090 | $463,433.2 | $508,423.9 | $44,990.7 | 9.71% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 7,940 | $682,967.28 | $569,377.4 | -$113,589.88 | -16.63% |
Jonathan Straus Commons Capital LLC | 4,889 | $416,206.75 | $350,590.19 | -$65,616.56 | -15.77% |
Stephen Dunnaway Brown Shipley& Co Ltd | 23,202 | $1.66M | $1.66M | $1,424.72 | 0.09% |
Missy Straw Nilsine Partners LLC | 138,081 | $10.23M | $9.9M | -$323,808.2 | -3.17% |
Dalila Toledo Ascent Group LLC | 81,781 | $7.07M | $5.86M | -$1.2M | -17.03% |
| EM Erin Mccann Simplicity Wealth LLC | 104,267 | $10.24M | $7.63M | -$2.62M | -25.56% |
Michael Byun SageView Advisory Group LLC | 33,937 | $2.78M | $2.43M | -$345,117.05 | -12.42% |
Nicole Goff Retirement Solution LLC | 5,302 | $509,787.3 | $380,206.42 | -$129,580.88 | -25.42% |
| KB Kimberly Byrne Bill Few Associates Inc. | 4,740 | $224,913 | $339,905.4 | $114,992.4 | 51.13% |
Nichole Raftopoulos Nvest Financial LLC | 42,080 | $2.95M | $3.02M | $68,302.71 | 2.32% |
Brian Clay Clay Northam Wealth Management LLC | 4,110 | $322,172.6 | $294,728.1 | -$27,444.5 | -8.52% |
Thomas Mason Mason & Associates Inc. | 4,216 | $383,971.74 | $302,329.36 | -$81,642.38 | -21.26% |