| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Sinnaeve SS&H Financial Advisors Inc. | 5,955 | $479,111.86 | $872,169.3 | $393,057.44 | 82.04% |
Michelle McCarthy Vantage Financial Partners LLC | 2,988 | $351,706.03 | $440,132.4 | $88,426.37 | 25.14% |
Gregory Wood Concorde Financial Corp. | 40,009 | $4.45M | $5.89M | $1.43M | 32.24% |
Allison Tronnes Forum Financial Management LP | 4,252 | $528,092.06 | $625,384.16 | $97,292.1 | 18.42% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,348 | $215,312 | $198,439.08 | -$16,872.92 | -7.84% |
William Jollie Quent Capital LLC | 6,235 | $627,211.17 | $901,456.3 | $274,245.13 | 43.72% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,822 | $462,931.41 | $857,114.84 | $394,183.43 | 85.15% |
Timothy R. Guthrie Bullseye Investment Management LLC | 250 | $38,402.5 | $36,807.5 | -$1,595 | -4.15% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,524 | $308,756.47 | $364,919.92 | $56,163.45 | 18.19% |
Marc H. Stone Tyler-Stone Wealth Management | 4,258 | $453,529.24 | $626,117.61 | $172,588.37 | 38.05% |
Jonathan Straus Commons Capital LLC | 7,467 | $695,206.28 | $1.08M | $383,028.52 | 55.1% |
Missy Straw Nilsine Partners LLC | 6,097 | $599,357.15 | $897,417.43 | $298,060.28 | 49.73% |
Dalila Toledo Ascent Group LLC | 59,383 | $7M | $8.73M | $1.73M | 24.76% |
| EM Erin Mccann Simplicity Wealth LLC | 50,002 | $7.48M | $7.22M | -$254,122.28 | -3.4% |
Robert Glass AlphaCentric Advisors LLC | 1,793 | $285,522.1 | $263,786.16 | -$21,735.94 | -7.61% |
Joseph J. Costigan apricus wealth LLC | 2,028 | $251,990.46 | $297,020.88 | $45,030.42 | 17.87% |
Michael Byun SageView Advisory Group LLC | 16,912 | $2.03M | $2.48M | $459,711.97 | 22.7% |
| KB Kimberly Byrne Bill Few Associates Inc. | 59,091 | $4.94M | $8.44M | $3.5M | 71.01% |
Nichole Raftopoulos Nvest Financial LLC | 41,892 | $4.86M | $6.13M | $1.27M | 26.08% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 12,022 | $991,538.73 | $1.74M | $746,602.03 | 75.3% |