| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 73,029 | $1.4M | $2.23M | $835,718.73 | 59.88% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 25,411 | $573,117.73 | $776,433.1 | $203,315.37 | 35.48% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 227,397 | $5M | $6.94M | $1.94M | 38.86% |
Kathryn Brown Morton Brown Family Wealth LLC | 116 | $2,790.96 | $3,544.38 | $753.42 | 27% |
Bill McVay Red Tortoise LLC | 5,600 | $78,960 | $169,064 | $90,104 | 114.11% |
| EI Excelsior Investors Intelligent Financial Strategies | 1,518 | $38,481.3 | $46,382.49 | $7,901.19 | 20.53% |
| WTM W. Travis McKinney HB Wealth Management LLC | 8,042 | $205,115.86 | $241,702.31 | $36,586.45 | 17.84% |
| MM Mike Meixler Meixler Investment Management Ltd. | 548,744 | $7.9M | $16.57M | $8.67M | 109.75% |
Allison Tronnes Forum Financial Management LP | 8,169 | $207,084.15 | $245,519.29 | $38,435.14 | 18.56% |
| WJ William Jollie Quent Capital LLC | 2,000 | $70,880 | $60,170 | -$10,710 | -15.11% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,000 | $354,400 | $300,550 | -$53,850 | -15.19% |
| EM Erin Mccann Simplicity Wealth LLC | 19,525 | $587,793.82 | $586,823.87 | -$969.95 | -0.17% |
Joseph J. Costigan apricus wealth LLC | 14,500 | $221,410 | $435,797.5 | $214,387.5 | 96.83% |
Michael Byun SageView Advisory Group LLC | 900 | $29,718 | $27,076.5 | -$2,641.5 | -8.89% |
| NR Nichole Raftopoulos Nvest Financial LLC | 24,240 | $595,117.26 | $728,533.2 | $133,415.94 | 22.42% |
| EMI Edward Mahaffy III Clientfirst Wealth Management LLC | 10,000 | $201,400 | $300,550 | $99,150 | 49.23% |
| PP Penny Paul Andina Capital Management LLC | 36,990 | $889,979.63 | $1.11M | $221,754.82 | 24.92% |
| SW Scott Williams Investmark Advisory Group LLC | 5,680 | $201,299.2 | $170,826 | -$30,473.2 | -15.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 123,009 | $2.4M | $3.71M | $1.31M | 54.65% |
Craig Johnsen Fortitude Advisory Group LLC | 25,156 | $454,317.36 | $756,566.7 | $302,249.34 | 66.53% |