| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 1,194 | $407,177.87 | $458,818.37 | $51,640.5 | 12.68% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 6,730 | $1.67M | $2.59M | $915,838.52 | 54.83% |
Russell Mohberg Regatta Capital Group LLC | 8,024 | $1.54M | $3.11M | $1.56M | 101.11% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,083 | $197,508.16 | $359,371.88 | $161,863.72 | 81.95% |
Courtney Lawson Autumn Glory Partners LLC | 3,236 | $570,079.92 | $1.07M | $503,721.93 | 88.36% |
Jeremy Baltz Raleigh Capital Management Inc. | 222 | $37,022.28 | $73,666.26 | $36,643.98 | 98.98% |
Allison Tronnes Forum Financial Management LP | 1,037 | $353,637.73 | $344,107.7 | -$9,530.03 | -2.69% |
Edward A. McDonough McDonough Capital Management Inc. | 5,523 | $1M | $2.14M | $1.13M | 112.84% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,235 | $1.01M | $1.74M | $730,511.3 | 72.57% |
William Jollie Quent Capital LLC | 1,633 | $253,971.66 | $594,183.36 | $340,211.7 | 133.96% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,707 | $527,133.76 | $1.04M | $513,085.1 | 97.33% |
Marc H. Stone Tyler-Stone Wealth Management | 3,740 | $610,023.72 | $1.24M | $631,020.44 | 103.44% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 593 | $202,224.85 | $196,775.18 | -$5,449.67 | -2.69% |
Jonathan Straus Commons Capital LLC | 21,451 | $2.31M | $7.12M | $4.81M | 208.08% |
Stephen Dunnaway Brown Shipley& Co Ltd | 1,550 | $240,984.13 | $514,336.48 | $273,352.35 | 113.43% |
Missy Straw Nilsine Partners LLC | 23,363 | $6.23M | $7.75M | $1.52M | 24.4% |
Dalila Toledo Ascent Group LLC | 16,627 | $3.06M | $5.52M | $2.46M | 80.48% |
| EM Erin Mccann Simplicity Wealth LLC | 5,897 | $1.67M | $2.12M | $453,574.27 | 27.22% |
Ed West Values First Advisors Inc. | 6 | $961.92 | $1,990.98 | $1,029.06 | 106.98% |
Jason DeBerry BancFirst Trust & Investment Management | 2,679 | $913,592.55 | $888,972.54 | -$24,620.01 | -2.69% |