| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 23,018 | $5.29M | $8.84M | $3.55M | 67.16% |
Taylor Fairman Eagle Rock Investment Company LLC | 14,612 | $3.28M | $5.64M | $2.36M | 71.97% |
Jeremy Baltz Raleigh Capital Management Inc. | 34 | $9,917.12 | $13,102.75 | $3,185.63 | 32.12% |
Allison Tronnes Forum Financial Management LP | 1,334 | $262,101.17 | $513,416.58 | $251,315.41 | 95.88% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,364 | $981,295 | $1.3M | $315,089.68 | 32.11% |
William Jollie Quent Capital LLC | 1,098 | $209,439.66 | $421,511.22 | $212,071.56 | 101.26% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 653 | $153,525.6 | $250,680.18 | $97,154.58 | 63.28% |
Missy Straw Nilsine Partners LLC | 9,223 | $1.72M | $3.55M | $1.84M | 107.14% |
Dalila Toledo Ascent Group LLC | 8,615 | $1.9M | $3.37M | $1.47M | 77.5% |
| EM Erin Mccann Simplicity Wealth LLC | 1,235 | $378,868.2 | $472,560.4 | $93,692.2 | 24.73% |
Robert Glass AlphaCentric Advisors LLC | 491 | $143,382.96 | $189,432.71 | $46,049.75 | 32.12% |
Michael Byun SageView Advisory Group LLC | 948 | $230,638.78 | $366,885.49 | $136,246.71 | 59.07% |
Dan Mohr Retireful LLC | 4,203 | $1.5M | $1.61M | $111,379.5 | 7.43% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 499 | $131,965.54 | $192,279.67 | $60,314.13 | 45.7% |
Molly Crider Walker Asset Management LLC | 812 | $214,741.52 | $312,615.94 | $97,874.42 | 45.58% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,443 | $319,847.66 | $555,425.13 | $235,577.47 | 73.65% |
Mark Fiskio Empirical Asset Management LLC | 2,563 | $747,575.84 | $987,703.31 | $240,127.47 | 32.12% |
Timothy Gerlach Novem Group | 1,144 | $275,730.52 | $440,863.28 | $165,132.76 | 59.89% |
Daniel Ronan Catalyst Financial Partners LLC | 1,639 | $407,612.18 | $632,080.33 | $224,468.15 | 55.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,116 | $2.85M | $5.42M | $2.57M | 90.42% |