| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sue Cox BetterWealth LLC | 2,603 | $298,287.23 | $252,178.64 | -$46,108.59 | -15.46% |
Jeremy Baltz Raleigh Capital Management Inc. | 26 | $2,329.34 | $2,514.2 | $184.86 | 7.94% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,144 | $219,095.36 | $208,589.76 | -$10,505.6 | -4.79% |
Allison Tronnes Forum Financial Management LP | 14,631 | $1.33M | $1.43M | $92,023.86 | 6.89% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,071 | $258,614.99 | $296,827.5 | $38,212.51 | 14.78% |
William Jollie Quent Capital LLC | 3,452 | $315,469.66 | $334,464.28 | $18,994.62 | 6.02% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 27,744 | $2.35M | $2.71M | $363,841.91 | 15.5% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,719 | $357,391.91 | $360,296.72 | $2,904.81 | 0.81% |
Marc H. Stone Tyler-Stone Wealth Management | 2,208 | $202,319.04 | $213,911.04 | $11,592 | 5.73% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,191 | $223,898.29 | $213,260.98 | -$10,637.31 | -4.75% |
Stephen Dunnaway Brown Shipley& Co Ltd | 782 | $67,581.24 | $76,436.59 | $8,855.35 | 13.1% |
Missy Straw Nilsine Partners LLC | 10,039 | $994,122.07 | $970,269.35 | -$23,852.72 | -2.4% |
Dalila Toledo Ascent Group LLC | 35,133 | $3.3M | $3.41M | $114,828.05 | 3.48% |
| EM Erin Mccann Simplicity Wealth LLC | 11,631 | $1.12M | $1.13M | $11,523.08 | 1.03% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 20,966 | $2.02M | $2.03M | $18,931.15 | 0.94% |
Patrick O'Connell Security Financial Services Inc. | 2,230 | $199,785.7 | $217,135.1 | $17,349.4 | 8.68% |
Jason DeBerry BancFirst Trust & Investment Management | 3,520 | $359,708.8 | $341,580.8 | -$18,128 | -5.04% |
Michael Byun SageView Advisory Group LLC | 12,167 | $1.18M | $1.18M | $2,754.82 | 0.23% |
Nicole Goff Retirement Solution LLC | 22,367 | $2.17M | $2.18M | $8,861.28 | 0.41% |
| KB Kimberly Byrne Bill Few Associates Inc. | 23,838 | $2.16M | $2.19M | $35,028.32 | 1.62% |