| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 110 | $10,502.8 | $18,660.95 | $8,158.15 | 77.68% |
Christopher Pelch Vance Wealth LLC | 2,719 | $243,582.1 | $485,722.16 | $242,140.06 | 99.41% |
Roger Steed KRS Capital Management LLC | 4,885 | $224,067.85 | $868,486.08 | $644,418.23 | 287.6% |
W. Travis McKinney HB Wealth Management LLC | 282,009 | $32.13M | $50.24M | $18.1M | 56.34% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,063 | $334,411.15 | $900,049.51 | $565,638.36 | 169.14% |
Russell Mohberg Regatta Capital Group LLC | 6,953 | $462,775.24 | $1.22M | $759,944.57 | 164.21% |
Sue Cox BetterWealth LLC | 19,947 | $2.41M | $3.55M | $1.14M | 47.17% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,963 | $347,524.91 | $506,732.26 | $159,207.35 | 45.81% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,320 | $246,685.6 | $412,519.2 | $165,833.6 | 67.22% |
Allison Tronnes Forum Financial Management LP | 3,421 | $481,612.83 | $597,511.86 | $115,899.03 | 24.06% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,663 | $507,659.81 | $808,051.27 | $300,391.46 | 59.17% |
William Jollie Quent Capital LLC | 5 | $570.9 | $890.7 | $319.8 | 56.02% |
Timothy R. Guthrie Bullseye Investment Management LLC | 2 | $321.94 | $349.9 | $27.96 | 8.68% |
Marc H. Stone Tyler-Stone Wealth Management | 7,610 | $717,250.4 | $1.33M | $616,440.15 | 85.94% |
Missy Straw Nilsine Partners LLC | 16,959 | $1.48M | $2.95M | $1.47M | 98.77% |
Dalila Toledo Ascent Group LLC | 5,906 | $597,122.41 | $994,629.46 | $397,507.05 | 66.57% |
| EM Erin Mccann Simplicity Wealth LLC | 12,003 | $1.59M | $2.07M | $483,838.38 | 30.49% |
Michael Byun SageView Advisory Group LLC | 3,598 | $488,954.07 | $610,796.44 | $121,842.37 | 24.92% |
Brian Clay Clay Northam Wealth Management LLC | 6,196 | $437,701.17 | $1.1M | $662,460.59 | 151.35% |
Taro Kuriyama Axq Capita LLP | 4,164 | $475,446 | $718,206.72 | $242,760.72 | 51.06% |