| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 114,644 | $4.01M | $3.38M | -$633,939.93 | -15.79% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 153,923 | $5.45M | $4.55M | -$899,925.6 | -16.52% |
Michelle McCarthy Vantage Financial Partners LLC | 9,942 | $253,286.2 | $293,736.39 | $40,450.19 | 15.97% |
Allison Tronnes Forum Financial Management LP | 35,034 | $889,040.32 | $1.04M | $147,265.4 | 16.56% |
| DC Debora Caley Richwood Investment Advisors LLC | 17,470 | $440,056.44 | $516,937.3 | $76,880.86 | 17.47% |
Paul Elam Oak Harbor Wealth Partners LLC | 68,388 | $3.73M | $2.02M | -$1.71M | -45.81% |
| LWL Leo Wealth LLC Leo Wealth LLC | 104,084 | $2.54M | $3.08M | $536,059.4 | 21.09% |
William Jollie Quent Capital LLC | 15,327 | $585,191.42 | $451,226.88 | -$133,964.54 | -22.89% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 52,559 | $1.88M | $1.55M | -$321,261.04 | -17.13% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 21,389 | $542,254.87 | $631,831.06 | $89,576.19 | 16.52% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,178 | $29,364 | $34,845.24 | $5,481.24 | 18.67% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 177,591 | $5.65M | $5.23M | -$418,725.67 | -7.42% |
Marc H. Stone Tyler-Stone Wealth Management | 64,772 | $2.18M | $1.91M | -$266,596.02 | -12.23% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 31,030 | $1.28M | $916,781.35 | -$361,728.22 | -28.29% |
Stephen Dunnaway Brown Shipley& Co Ltd | 7,167 | $202,922.4 | $213,039.07 | $10,116.67 | 4.99% |
Missy Straw Nilsine Partners LLC | 10,400 | $304,972.23 | $307,476 | $2,503.77 | 0.82% |
Dalila Toledo Ascent Group LLC | 157,175 | $4.03M | $4.64M | $607,980.07 | 15.07% |
| EM Erin Mccann Simplicity Wealth LLC | 109,120 | $2.7M | $3.23M | $535,621.26 | 19.86% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 10,293 | $390,155.68 | $305,496.24 | -$84,659.44 | -21.7% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 70,574 | $2M | $2.1M | $100,450.96 | 5.03% |