| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Pelch Vance Wealth LLC | 2,467 | $214,808.74 | $304,884.19 | $90,075.45 | 41.93% |
| RS Roger Steed KRS Capital Management LLC | 4,775 | $211,508.05 | $590,118.37 | $378,610.32 | 179.01% |
| WTM W. Travis McKinney HB Wealth Management LLC | 11,382 | $1.23M | $1.4M | $171,141.67 | 13.89% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,068 | $334,741.4 | $635,527.2 | $300,785.8 | 89.86% |
| RM Russell Mohberg Regatta Capital Group LLC | 7,199 | $470,460.28 | $902,754.6 | $432,294.32 | 91.89% |
| SC Sue Cox BetterWealth LLC | 18,317 | $2.17M | $2.3M | $124,189.26 | 5.72% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,893 | $225,352.31 | $233,435.29 | $8,082.98 | 3.59% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 2,320 | $246,685.6 | $290,928 | $44,242.4 | 17.93% |
Allison Tronnes Forum Financial Management LP | 3,111 | $446,217.03 | $383,632.96 | -$62,584.07 | -14.03% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,663 | $507,659.81 | $575,017.84 | $67,358.03 | 13.27% |
Marc H. Stone Tyler-Stone Wealth Management | 7,610 | $717,250.4 | $938,427.15 | $221,176.75 | 30.84% |
| MS Missy Straw Nilsine Partners LLC | 16,976 | $1.49M | $2.09M | $608,271.83 | 40.96% |
Dalila Toledo Ascent Group LLC | 6,318 | $636,460.17 | $774,618.39 | $138,158.22 | 21.71% |
| EM Erin Mccann Simplicity Wealth LLC | 16,219 | $1.99M | $2M | $10,583.12 | 0.53% |
Michael Byun SageView Advisory Group LLC | 7,213 | $864,646.53 | $884,349.86 | $19,703.33 | 2.28% |
Brian Clay Clay Northam Wealth Management LLC | 6,181 | $396,838.07 | $762,210.01 | $365,371.94 | 92.07% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,243 | $130,469.84 | $152,398.01 | $21,928.17 | 16.81% |
David K. Balsdon Harvest Portfolios Group Inc. | 262,451 | $36.3M | $32.56M | -$3.74M | -10.3% |
Mark Fiskio Empirical Asset Management LLC | 3,238 | $305,810.74 | $396,994.99 | $91,184.25 | 29.82% |
Jim Clark Worth Asset Management LLC | 2,093 | $241,519.89 | $256,612.26 | $15,092.37 | 6.25% |