| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 9,399 | $559,035.67 | $597,917.38 | $38,881.71 | 6.96% |
Jeremy Baltz Raleigh Capital Management Inc. | 16,320 | $903,954.61 | $1.05M | $146,726.99 | 16.23% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 5,449 | $364,509.38 | $346,638.13 | -$17,871.25 | -4.9% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,153 | $344,732.41 | $396,130.14 | $51,397.73 | 14.91% |
| WJ William Jollie Quent Capital LLC | 1,726 | $104,948.89 | $111,378.78 | $6,429.89 | 6.13% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 14,962 | $899,065.49 | $963,253.56 | $64,188.07 | 7.14% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 35,426 | $2.27M | $2.28M | $13,323.84 | 0.59% |
| MS Missy Straw Nilsine Partners LLC | 3,891 | $236,621.39 | $250,502.58 | $13,881.19 | 5.87% |
Dalila Toledo Ascent Group LLC | 9,633 | $570,041.55 | $621,617.49 | $51,575.94 | 9.05% |
Michael Byun SageView Advisory Group LLC | 3,093 | $174,320 | $199,591.29 | $25,271.29 | 14.5% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 62,381 | $3.87M | $3.98M | $112,909.61 | 2.92% |
| TK Taro Kuriyama Axq Capita LLP | 10,504 | $616,771 | $677,665.56 | $60,894.56 | 9.87% |
| TM Thomas Mason Mason & Associates Inc. | 4,983 | $353,542.67 | $320,805.54 | -$32,737.13 | -9.26% |
| MC Molly Crider Walker Asset Management LLC | 7,457 | $425,722.81 | $476,763.29 | $51,040.48 | 11.99% |
David K. Balsdon Harvest Portfolios Group Inc. | 15,790 | $888,920.26 | $1.02M | $132,534.84 | 14.91% |
Arthur Garcia Atlas Financial Advisors Inc. | 6,747 | $396,092.97 | $435,282.7 | $39,189.73 | 9.89% |
| SW Scott Williams Investmark Advisory Group LLC | 6,216 | $403,492.8 | $402,113.04 | -$1,379.76 | -0.34% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 10,978 | $727,277.38 | $708,410.34 | -$18,867.04 | -2.59% |
Daniel Ronan Catalyst Financial Partners LLC | 7,544 | $461,542 | $488,021.36 | $26,479.36 | 5.74% |
Amanda Hawley Atria Wealth Solutions Inc. | 32,550 | $1.75M | $2.1M | $354,735.02 | 20.29% |