| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Taylor TCM Advisors LLC | 35,936 | $610,990.37 | $849,347.36 | $238,356.99 | 39.01% |
Courtney Lawson Autumn Glory Partners LLC | 30,385 | $488,349.24 | $723,770.7 | $235,421.46 | 48.21% |
Jeremy Baltz Raleigh Capital Management Inc. | 15,286 | $265,631.68 | $360,367.45 | $94,735.77 | 35.66% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 123,117 | $2.1M | $2.91M | $804,310.03 | 38.21% |
Michelle McCarthy Vantage Financial Partners LLC | 42,174 | $939,551.94 | $1M | $65,032.74 | 6.92% |
Allison Tronnes Forum Financial Management LP | 48,052 | $1.16M | $1.13M | -$34,765.11 | -3% |
Paul Elam Oak Harbor Wealth Partners LLC | 14,517 | $266,537.27 | $345,649.77 | $79,112.5 | 29.68% |
| LWL Leo Wealth LLC Leo Wealth LLC | 157,634 | $3.68M | $3.72M | $45,728.16 | 1.24% |
William Jollie Quent Capital LLC | 21,583 | $449,343.75 | $507,200.5 | $57,856.75 | 12.88% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 12,780 | $363,294.97 | $302,055.3 | -$61,239.67 | -16.86% |
Timothy R. Guthrie Bullseye Investment Management LLC | 2,511 | $62,178.66 | $59,347.48 | -$2,831.18 | -4.55% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 20,536 | $480,327.82 | $482,596 | $2,268.18 | 0.47% |
Marc H. Stone Tyler-Stone Wealth Management | 45,447 | $935,646.23 | $1.07M | $138,493.61 | 14.8% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 49,574 | $925,408.19 | $1.18M | $255,692.36 | 27.63% |
Stephen Dunnaway Brown Shipley& Co Ltd | 108,322 | $3.01M | $2.55M | -$455,127.06 | -15.12% |
Missy Straw Nilsine Partners LLC | 128,682 | $3.1M | $3.04M | -$64,060.57 | -2.07% |
Dalila Toledo Ascent Group LLC | 282,760 | $6.83M | $6.67M | -$163,024.8 | -2.39% |
| EM Erin Mccann Simplicity Wealth LLC | 98,102 | $2.56M | $2.31M | -$250,845.46 | -9.79% |
Robert Glass AlphaCentric Advisors LLC | 18,707 | $485,650.26 | $442,607.62 | -$43,042.64 | -8.86% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 65,519 | $1.19M | $1.54M | $349,548.46 | 29.29% |