| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 1,037 | $353,637.73 | $354,539.93 | $902.2 | 0.26% |
Edward A. McDonough McDonough Capital Management Inc. | 5,523 | $1M | $2.04M | $1.04M | 103.15% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,235 | $1.01M | $1.79M | $781,500.25 | 77.64% |
William Jollie Quent Capital LLC | 1,633 | $253,971.66 | $604,650.91 | $350,679.25 | 138.08% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,707 | $527,133.76 | $925,036.04 | $397,902.28 | 75.48% |
Timothy R. Guthrie Bullseye Investment Management LLC | 160 | $29,472 | $54,643.2 | $25,171.2 | 85.41% |
Marc H. Stone Tyler-Stone Wealth Management | 3,740 | $610,023.72 | $1.28M | $672,721.52 | 110.28% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 593 | $202,224.85 | $204,252.92 | $2,028.07 | 1% |
Jonathan Straus Commons Capital LLC | 21,451 | $2.31M | $7.92M | $5.61M | 242.83% |
Stephen Dunnaway Brown Shipley& Co Ltd | 1,400 | $226,466.38 | $515,577.99 | $289,111.61 | 127.66% |
Missy Straw Nilsine Partners LLC | 23,363 | $6.23M | $7.99M | $1.75M | 28.14% |
Dalila Toledo Ascent Group LLC | 21,173 | $4.61M | $7.26M | $2.65M | 57.59% |
| EM Erin Mccann Simplicity Wealth LLC | 5,897 | $1.67M | $2.17M | $505,055.08 | 30.31% |
Ed West Values First Advisors Inc. | 6 | $961.92 | $2,067.36 | $1,105.44 | 114.92% |
Jason DeBerry BancFirst Trust & Investment Management | 2,679 | $913,592.55 | $985,470.15 | $71,877.6 | 7.87% |
Michael Byun SageView Advisory Group LLC | 8,044 | $1.39M | $2.75M | $1.36M | 97.4% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,695 | $296,302.53 | $635,692.82 | $339,390.29 | 114.54% |
Owen Schrum Schrum Private Wealth Management LLC | 2,706 | $415,794.28 | $1M | $586,210.46 | 140.99% |
Nichole Raftopoulos Nvest Financial LLC | 4,411 | $993,761.7 | $1.56M | $569,805.47 | 57.34% |
Thomas Mason Mason & Associates Inc. | 757 | $116,360.09 | $266,009.8 | $149,649.71 | 128.61% |