| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 7,596 | $3.88M | $4.12M | $240,294.32 | 6.19% |
Jeremy Baltz Raleigh Capital Management Inc. | 18 | $12,280.32 | $9,764.64 | -$2,515.68 | -20.49% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,005 | $1.02M | $1.09M | $69,421.25 | 6.82% |
Gregory Wood Concorde Financial Corp. | 3,292 | $1.47M | $1.93M | $463,128.52 | 31.6% |
Allison Tronnes Forum Financial Management LP | 453 | $273,479.81 | $245,743.43 | -$27,736.38 | -10.14% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,809 | $1.98M | $2.07M | $82,660.69 | 4.17% |
Edward A. McDonough McDonough Capital Management Inc. | 5,874 | $2.98M | $3.39M | $406,931.76 | 13.64% |
William Jollie Quent Capital LLC | 807 | $359,016.73 | $461,265.08 | $102,248.35 | 28.48% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 903 | $459,907 | $489,859.42 | $29,952.42 | 6.51% |
Marc H. Stone Tyler-Stone Wealth Management | 772 | $357,698.29 | $418,794.54 | $61,096.25 | 17.08% |
Missy Straw Nilsine Partners LLC | 4,167 | $1.92M | $2.26M | $339,934.12 | 17.7% |
Dalila Toledo Ascent Group LLC | 3,483 | $1.65M | $1.81M | $159,931.97 | 9.7% |
| EM Erin Mccann Simplicity Wealth LLC | 1,816 | $956,023.93 | $1.01M | $56,341.54 | 5.89% |
Michael Byun SageView Advisory Group LLC | 2,352 | $1.23M | $1.36M | $124,626.9 | 10.09% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,424 | $1.38M | $1.86M | $479,264.53 | 34.78% |
Taro Kuriyama Axq Capita LLP | 2,869 | $1.46M | $1.6M | $138,171.34 | 9.46% |
Thomas Mason Mason & Associates Inc. | 1,360 | $594,960.66 | $737,772.77 | $142,812.11 | 24% |
David T. Morgan High Net Worth Advisory Group LLC | 533 | $257,463.43 | $289,141.83 | $31,678.4 | 12.3% |
Kristen Williams Athena Investment Management | 2,699 | $1.21M | $1.5M | $296,981.56 | 24.59% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 992 | $469,329.44 | $515,968.96 | $46,639.52 | 9.94% |