| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kenyon Lederer Pinnacle Wealth Management LLC | 16,632 | $729,844.5 | $2.05M | $1.32M | 180.43% |
Nathan Geraci ETF Store Inc. | 1,997 | $167,839.81 | $245,750.82 | $77,911.01 | 46.42% |
Russell Mohberg Regatta Capital Group LLC | 2,708 | $400,297.5 | $333,246.47 | -$67,051.03 | -16.75% |
Courtney Lawson Autumn Glory Partners LLC | 4,135 | $740,087.8 | $508,853.09 | -$231,234.71 | -31.24% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,737 | $257,971.99 | $336,815.21 | $78,843.22 | 30.56% |
Michelle McCarthy Vantage Financial Partners LLC | 3,320 | $603,649.65 | $408,559.19 | -$195,090.46 | -32.32% |
Allison Tronnes Forum Financial Management LP | 14,721 | $1.23M | $1.81M | $585,539.18 | 47.76% |
Edward A. McDonough McDonough Capital Management Inc. | 28,554 | $3.54M | $3.51M | -$25,733.73 | -0.73% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,315 | $1.01M | $777,123.89 | -$230,224.53 | -22.85% |
William Jollie Quent Capital LLC | 5,519 | $392,751.96 | $949,323.16 | $556,571.2 | 141.71% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,730 | $454,523.87 | $335,953.79 | -$118,570.08 | -26.09% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 41,450 | $4.84M | $5.1M | $264,864.92 | 5.48% |
Marc H. Stone Tyler-Stone Wealth Management | 172,130 | $4.51M | $21.18M | $16.67M | 369.51% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,386 | $437,182.51 | $1.03M | $594,798.63 | 136.05% |
Missy Straw Nilsine Partners LLC | 5,299 | $601,406.32 | $652,094.93 | $50,688.61 | 8.43% |
Dalila Toledo Ascent Group LLC | 25,053 | $3.58M | $3.08M | -$501,574.9 | -13.99% |
| EM Erin Mccann Simplicity Wealth LLC | 49,910 | $6.53M | $7.91M | $1.38M | 21.11% |
Robert Glass AlphaCentric Advisors LLC | 294 | $52,258.5 | $36,179.64 | -$16,078.86 | -30.77% |
Joseph J. Costigan apricus wealth LLC | 5,050 | $40,987.5 | $621,452.99 | $580,465.49 | 1,416.2% |
Michael Byun SageView Advisory Group LLC | 5,912 | $734,586.1 | $1.02M | $282,277.9 | 38.43% |