| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 19 | $1,717.41 | $1,764.81 | $47.4 | 2.76% |
Allison Tronnes Forum Financial Management LP | 147,028 | $10.88M | $13.62M | $2.74M | 25.2% |
| LWL Leo Wealth LLC Leo Wealth LLC | 8,333 | $670,340.08 | $773,552.39 | $103,212.31 | 15.4% |
William Jollie Quent Capital LLC | 1,487 | $119,758.79 | $134,796.55 | $15,037.76 | 12.56% |
Dalila Toledo Ascent Group LLC | 15,252 | $1.22M | $1.42M | $206,711.02 | 16.98% |
| EM Erin Mccann Simplicity Wealth LLC | 4,594 | $410,535.51 | $417,732.42 | $7,196.91 | 1.75% |
Joseph J. Costigan apricus wealth LLC | 48,660 | $3.6M | $4.5M | $902,632.33 | 25.1% |
Jason DeBerry BancFirst Trust & Investment Management | 17,608 | $1.27M | $1.6M | $332,092.67 | 26.15% |
David T. Morgan High Net Worth Advisory Group LLC | 3,945 | $225,339.24 | $364,064.32 | $138,725.08 | 61.56% |
Samuel Miller Kraft, Davis & Associates LLC | 3,769 | $232,266.6 | $348,048.3 | $115,781.7 | 49.85% |
Katie Christensen iSAM Funds UKK) Ltd | 4,700 | $408,618 | $433,810 | $25,192 | 6.17% |
David K. Balsdon Harvest Portfolios Group Inc. | 140,148 | $10.55M | $12.9M | $2.35M | 22.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,967 | $1.4M | $1.27M | -$136,178.25 | -9.71% |
Jeffrey Gilbert Balboa Wealth Partners | 9,744 | $633,007.14 | $905,217.6 | $272,210.46 | 43% |
Edward Lowndes Angeles Wealth Management LLC | 3,550 | $310,754.96 | $330,647 | $19,892.04 | 6.4% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 4,952 | $404,231.76 | $461,823.52 | $57,591.76 | 14.25% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,300 | $294,616.79 | $305,728.5 | $11,111.71 | 3.77% |
| TL Tradewinds LLC Tradewinds LLC | 29,288 | $2.55M | $2.7M | $150,833.2 | 5.92% |
John DeMarco Trajan Wealth LLC | 94,973 | $7.84M | $8.78M | $940,533.99 | 12% |
| MK Malinda Khauv Cercano Management LLC | 2,957 | $215,772 | $272,931.1 | $57,159.1 | 26.49% |