| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 13,495 | $1.25M | $1.28M | $25,172.8 | 2.01% |
Jeremy Baltz Raleigh Capital Management Inc. | 11,786 | $828,594.32 | $1.11M | $285,654.12 | 34.47% |
Allison Tronnes Forum Financial Management LP | 6,538 | $532,029.07 | $618,102.52 | $86,073.45 | 16.18% |
| DC Debora Caley Richwood Investment Advisors LLC | 6,943 | $640,138.45 | $656,391.22 | $16,252.77 | 2.54% |
Paul Elam Oak Harbor Wealth Partners LLC | 20,015 | $1.62M | $1.86M | $239,926.17 | 14.78% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,280 | $918,582.5 | $971,871.2 | $53,288.7 | 5.8% |
William Jollie Quent Capital LLC | 3,479 | $257,638.19 | $322,468.51 | $64,830.32 | 25.16% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,991 | $1.06M | $1.02M | -$35,809.44 | -3.39% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 19,933 | $1.39M | $1.82M | $428,504.99 | 30.78% |
Marc H. Stone Tyler-Stone Wealth Management | 3,606 | $294,659.63 | $340,911.24 | $46,251.61 | 15.7% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 4,155 | $296,294.13 | $392,813.7 | $96,519.57 | 32.58% |
Missy Straw Nilsine Partners LLC | 6,547 | $478,785.18 | $618,953.38 | $140,168.2 | 29.28% |
Dalila Toledo Ascent Group LLC | 15,272 | $1.33M | $1.44M | $110,756.47 | 8.31% |
| EM Erin Mccann Simplicity Wealth LLC | 43,287 | $4.11M | $4.03M | -$81,463.42 | -1.98% |
Patrick O'Connell Security Financial Services Inc. | 2,140 | $204,819.4 | $202,315.6 | -$2,503.8 | -1.22% |
Ed West Values First Advisors Inc. | 27 | $2,558.79 | $2,552.58 | -$6.21 | -0.24% |
Joseph J. Costigan apricus wealth LLC | 33,747 | $2.47M | $3.19M | $715,775.13 | 28.92% |
Michael Byun SageView Advisory Group LLC | 4,814 | $456,216.89 | $446,257.8 | -$9,959.09 | -2.18% |
| KB Kimberly Byrne Bill Few Associates Inc. | 5,925 | $457,207.31 | $560,149.5 | $102,942.19 | 22.52% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 2,540 | $229,775.4 | $240,131.6 | $10,356.2 | 4.51% |