| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 12,929 | $291,543.52 | $283,726.9 | -$7,816.62 | -2.68% |
| RM Russell Mohberg Regatta Capital Group LLC | 100,411 | $1.79M | $2.2M | $412,307.23 | 23.02% |
| TT Timothy Taylor TCM Advisors LLC | 34,186 | $574,765.37 | $750,211.77 | $175,446.4 | 30.52% |
Courtney Lawson Autumn Glory Partners LLC | 30,397 | $488,529.48 | $667,062.16 | $178,532.68 | 36.54% |
Jeremy Baltz Raleigh Capital Management Inc. | 15,127 | $262,340.38 | $331,962.01 | $69,621.63 | 26.54% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 134,906 | $2.32M | $2.96M | $645,251.73 | 27.87% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 42,174 | $939,551.94 | $925,508.43 | -$14,043.51 | -1.49% |
Allison Tronnes Forum Financial Management LP | 53,601 | $1.29M | $1.18M | -$108,970.83 | -8.48% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 13,717 | $249,977.27 | $301,019.56 | $51,042.29 | 20.42% |
| LWL Leo Wealth LLC Leo Wealth LLC | 157,634 | $3.68M | $3.46M | -$215,944.28 | -5.88% |
| WJ William Jollie Quent Capital LLC | 19,152 | $399,022.05 | $420,003.36 | $20,981.31 | 5.26% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 20,412 | $557,727.09 | $447,941.34 | -$109,785.75 | -19.68% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 18,507 | $435,156.62 | $406,136.11 | -$29,020.51 | -6.67% |
Marc H. Stone Tyler-Stone Wealth Management | 45,447 | $935,646.23 | $996,743.6 | $61,097.37 | 6.53% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 49,574 | $925,408.19 | $1.09M | $161,848.78 | 17.49% |
| SD Stephen Dunnaway Brown Shipley& Co Ltd | 106,588 | $2.97M | $2.34M | -$628,030.72 | -21.17% |
| MS Missy Straw Nilsine Partners LLC | 128,952 | $3.1M | $2.83M | -$276,949.09 | -8.92% |
Dalila Toledo Ascent Group LLC | 272,889 | $6.63M | $5.99M | -$641,174.35 | -9.68% |
| EM Erin Mccann Simplicity Wealth LLC | 64,546 | $1.87M | $1.42M | -$452,387.02 | -24.22% |
| RG Robert Glass AlphaCentric Advisors LLC | 17,619 | $463,128.66 | $386,419.91 | -$76,708.75 | -16.56% |