| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 5,965 | $491,111.14 | $543,888.7 | $52,777.56 | 10.75% |
| DC Debora Caley Richwood Investment Advisors LLC | 6,943 | $640,138.45 | $619,107.31 | -$21,031.14 | -3.29% |
Paul Elam Oak Harbor Wealth Partners LLC | 20,015 | $1.62M | $1.82M | $193,091.11 | 11.89% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,280 | $918,582.5 | $933,064.2 | $14,481.7 | 1.58% |
William Jollie Quent Capital LLC | 3,479 | $257,638.19 | $310,257.22 | $52,619.03 | 20.42% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,991 | $1.06M | $997,762.98 | -$58,011.26 | -5.49% |
Timothy R. Guthrie Bullseye Investment Management LLC | 271 | $23,631.2 | $24,610.86 | $979.66 | 4.15% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 20,162 | $1.41M | $1.8M | $386,890.12 | 27.42% |
Marc H. Stone Tyler-Stone Wealth Management | 3,599 | $294,179.57 | $326,537.27 | $32,357.7 | 11% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 4,155 | $296,294.13 | $376,816.95 | $80,522.82 | 27.18% |
Missy Straw Nilsine Partners LLC | 6,547 | $478,785.18 | $594,238.45 | $115,453.27 | 24.11% |
Dalila Toledo Ascent Group LLC | 17,256 | $1.52M | $1.57M | $44,933.11 | 2.95% |
| EM Erin Mccann Simplicity Wealth LLC | 43,287 | $4.11M | $3.87M | -$237,729.4 | -5.78% |
Patrick O'Connell Security Financial Services Inc. | 2,140 | $204,819.4 | $193,819.8 | -$10,999.6 | -5.37% |
Ed West Values First Advisors Inc. | 27 | $2,558.79 | $2,449.98 | -$108.81 | -4.25% |
Joseph J. Costigan apricus wealth LLC | 33,747 | $2.47M | $3.04M | $560,538.93 | 22.65% |
Michael Byun SageView Advisory Group LLC | 4,814 | $456,216.89 | $436,726.08 | -$19,490.81 | -4.27% |
| KB Kimberly Byrne Bill Few Associates Inc. | 5,940 | $458,450.66 | $523,373.4 | $64,922.74 | 14.16% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 2,440 | $220,757.4 | $217,599.2 | -$3,158.2 | -1.43% |
Taro Kuriyama Axq Capita LLP | 5,095 | $479,976.56 | $456,206.3 | -$23,770.26 | -4.95% |