| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 8,333 | $670,340.08 | $771,260.81 | $100,920.73 | 15.06% |
| WJ William Jollie Quent Capital LLC | 1,357 | $108,456.59 | $125,956.74 | $17,500.15 | 16.14% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 10,433 | $846,511.76 | $965,626.31 | $119,114.55 | 14.07% |
Dalila Toledo Ascent Group LLC | 17,752 | $1.47M | $1.65M | $182,322.42 | 12.44% |
| EM Erin Mccann Simplicity Wealth LLC | 3,227 | $291,688.53 | $298,674.98 | $6,986.45 | 2.4% |
Joseph J. Costigan apricus wealth LLC | 47,825 | $3.52M | $4.43M | $902,323.2 | 25.6% |
Jason DeBerry BancFirst Trust & Investment Management | 17,373 | $1.25M | $1.61M | $358,505.74 | 28.69% |
Michael Byun SageView Advisory Group LLC | 1,872 | $137,592 | $173,759.04 | $36,167.04 | 26.29% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,702 | $228,088.21 | $250,083.61 | $21,995.4 | 9.64% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 3,945 | $225,339.24 | $366,174.9 | $140,835.66 | 62.5% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 3,769 | $232,266.6 | $348,839.79 | $116,573.19 | 50.19% |
| MC Molly Crider Walker Asset Management LLC | 4,382 | $312,760.82 | $398,323.8 | $85,562.98 | 27.36% |
David K. Balsdon Harvest Portfolios Group Inc. | 142,592 | $10.71M | $13.2M | $2.49M | 23.2% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,102 | $370,780 | $372,871.8 | $2,091.8 | 0.56% |
Mark Fiskio Empirical Asset Management LLC | 3,462 | $312,930.18 | $321,342.84 | $8,412.66 | 2.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,967 | $1.4M | $1.29M | -$109,710.79 | -7.82% |
Jeffrey Gilbert Balboa Wealth Partners | 9,717 | $630,659.76 | $899,308.35 | $268,648.59 | 42.6% |
| EL Edward Lowndes Angeles Wealth Management LLC | 3,531 | $309,103.1 | $326,794.05 | $17,690.95 | 5.72% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 4,952 | $404,231.76 | $459,941.76 | $55,710 | 13.78% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 2,713 | $243,583.01 | $251,088.15 | $7,505.14 | 3.08% |