| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph J. Costigan apricus wealth LLC | 48,660 | $3.6M | $4.42M | $822,100.03 | 22.86% |
Jason DeBerry BancFirst Trust & Investment Management | 17,608 | $1.27M | $1.6M | $329,099.31 | 25.92% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,702 | $228,088.21 | $245,368.62 | $17,280.41 | 7.58% |
David T. Morgan High Net Worth Advisory Group LLC | 3,945 | $225,339.24 | $358,245.45 | $132,906.21 | 58.98% |
Samuel Miller Kraft, Davis & Associates LLC | 3,769 | $232,266.6 | $342,262.89 | $109,996.29 | 47.36% |
Katie Christensen iSAM Funds UKK) Ltd | 4,700 | $408,618 | $434,609 | $25,991 | 6.36% |
Molly Crider Walker Asset Management LLC | 4,382 | $312,760.82 | $397,929.42 | $85,168.6 | 27.23% |
David K. Balsdon Harvest Portfolios Group Inc. | 140,148 | $10.55M | $12.96M | $2.41M | 22.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,967 | $1.4M | $1.27M | -$133,943.53 | -9.55% |
Jeffrey Gilbert Balboa Wealth Partners | 9,744 | $633,007.14 | $842,076.48 | $209,069.34 | 33.03% |
Edward Lowndes Angeles Wealth Management LLC | 3,550 | $310,754.96 | $322,375.5 | $11,620.54 | 3.74% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 4,952 | $404,231.76 | $427,951.84 | $23,720.08 | 5.87% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,300 | $294,616.79 | $299,673 | $5,056.21 | 1.72% |
| TL Tradewinds LLC Tradewinds LLC | 29,288 | $2.55M | $2.78M | $235,768.4 | 9.26% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,685 | $173,689.95 | $243,824.85 | $70,134.9 | 40.38% |
John DeMarco Trajan Wealth LLC | 94,973 | $7.84M | $8.78M | $945,282.64 | 12.06% |
| MK Malinda Khauv Cercano Management LLC | 2,957 | $215,772 | $273,433.79 | $57,661.79 | 26.72% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,113 | $82,055.4 | $101,071.53 | $19,016.13 | 23.17% |
William Cantus Pacific Sage Partners LLC | 5,275 | $435,292.25 | $460,191 | $24,898.75 | 5.72% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 22,102 | $1.76M | $1.92M | $166,830.05 | 9.51% |