| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SC Sue Cox BetterWealth LLC | 2,603 | $298,287.23 | $271,505.91 | -$26,781.32 | -8.98% |
Jeremy Baltz Raleigh Capital Management Inc. | 68 | $6,092.12 | $7,092.74 | $1,000.62 | 16.42% |
Allison Tronnes Forum Financial Management LP | 14,484 | $1.32M | $1.51M | $189,939.08 | 14.38% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,071 | $258,614.99 | $320,320.65 | $61,705.66 | 23.86% |
| WJ William Jollie Quent Capital LLC | 3,026 | $271,936.72 | $316,247.26 | $44,310.54 | 16.29% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 27,744 | $2.35M | $2.89M | $546,258.71 | 23.27% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 14,601 | $1.41M | $1.52M | $110,230.79 | 7.8% |
Marc H. Stone Tyler-Stone Wealth Management | 2,208 | $202,319.04 | $230,736 | $28,416.96 | 14.05% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 2,191 | $223,898.29 | $228,959.5 | $5,061.21 | 2.26% |
| SD Stephen Dunnaway Brown Shipley& Co Ltd | 782 | $67,581.24 | $81,566.51 | $13,985.27 | 20.69% |
| MS Missy Straw Nilsine Partners LLC | 9,938 | $983,801.34 | $1.04M | $54,819.04 | 5.57% |
Dalila Toledo Ascent Group LLC | 34,458 | $3.23M | $3.6M | $373,604.33 | 11.58% |
| EM Erin Mccann Simplicity Wealth LLC | 12,169 | $1.17M | $1.27M | $99,624.79 | 8.5% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 21,055 | $2.03M | $2.2M | $174,227.68 | 8.6% |
| PO Patrick O'Connell Security Financial Services Inc. | 2,230 | $199,785.7 | $233,035 | $33,249.3 | 16.64% |
Michael Byun SageView Advisory Group LLC | 11,612 | $1.13M | $1.21M | $84,610.09 | 7.49% |
| NG Nicole Goff Retirement Solution LLC | 6,440 | $542,312.4 | $672,980 | $130,667.6 | 24.09% |
| KB Kimberly Byrne Bill Few Associates Inc. | 23,866 | $2.16M | $2.49M | $332,654.16 | 15.39% |
Chad Soukup jvl associates LLC | 2,844 | $259,935.28 | $297,198 | $37,262.72 | 14.34% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 150,689 | $13.79M | $15.75M | $1.96M | 14.19% |