| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Russell Mohberg Regatta Capital Group LLC | 3,420 | $287,834.43 | $513,512.97 | $225,678.54 | 78.41% |
Jeremy Baltz Raleigh Capital Management Inc. | 24 | $3,666 | $3,589.44 | -$76.56 | -2.09% |
| LWL Leo Wealth LLC Leo Wealth LLC | 15,866 | $1.82M | $2.38M | $561,413.45 | 30.83% |
William Jollie Quent Capital LLC | 36 | $4,616.64 | $5,398.92 | $782.28 | 16.94% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 9,169 | $765,348.13 | $1.38M | $611,377.13 | 79.88% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,326 | $202,986.56 | $348,795.33 | $145,808.77 | 71.83% |
Missy Straw Nilsine Partners LLC | 4,762 | $423,040.53 | $738,157.59 | $315,117.06 | 74.49% |
Dalila Toledo Ascent Group LLC | 13,293 | $1.33M | $1.99M | $658,572.21 | 49.34% |
| EM Erin Mccann Simplicity Wealth LLC | 5,440 | $670,356.32 | $813,606.4 | $143,250.08 | 21.37% |
Joseph J. Costigan apricus wealth LLC | 24,423 | $2.16M | $3.74M | $1.58M | 72.95% |
Michael Byun SageView Advisory Group LLC | 23,339 | $2.99M | $3.49M | $497,612.4 | 16.63% |
David T. Morgan High Net Worth Advisory Group LLC | 2,779 | $230,017.83 | $416,711.05 | $186,693.22 | 81.16% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 200 | $22,296 | $30,616 | $8,320 | 37.32% |
David K. Balsdon Harvest Portfolios Group Inc. | 454,681 | $40.94M | $68.18M | $27.24M | 66.52% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,929 | $448,769.98 | $589,153.55 | $140,383.57 | 31.28% |
Timothy Gerlach Novem Group | 9,342 | $1.13M | $1.4M | $262,688.1 | 23.15% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,113 | $963,951.45 | $1.51M | $548,548.83 | 56.91% |
Eric Dahm Range Financial Group LLC | 3,335 | $336,620.55 | $498,732.57 | $162,112.02 | 48.16% |
Sean Murray Quantum Financial Advisors LLC | 2,574 | $355,065.88 | $384,928.83 | $29,862.95 | 8.41% |
Edward Lowndes Angeles Wealth Management LLC | 4,286 | $498,468.1 | $669,087.46 | $170,619.36 | 34.23% |