| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 3,148 | $584,532.08 | $885,028.72 | $300,496.64 | 51.41% |
| DC Debora Caley Richwood Investment Advisors LLC | 960 | $286,147.21 | $268,262.4 | -$17,884.81 | -6.25% |
Paul Elam Oak Harbor Wealth Partners LLC | 922 | $185,794.33 | $259,773.5 | $73,979.17 | 39.82% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,753 | $305,875.19 | $492,049.57 | $186,174.38 | 60.87% |
William Jollie Quent Capital LLC | 4,479 | $851,039.79 | $1.25M | $399,138.69 | 46.9% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,026 | $523,349.64 | $852,787.32 | $329,437.68 | 62.95% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,734 | $512,640.06 | $763,114.08 | $250,474.02 | 48.86% |
Missy Straw Nilsine Partners LLC | 3,824 | $725,921.96 | $1.08M | $349,578.04 | 48.16% |
Dalila Toledo Ascent Group LLC | 9,856 | $1.9M | $2.76M | $864,942.04 | 45.61% |
| EM Erin Mccann Simplicity Wealth LLC | 7,760 | $1.62M | $2.15M | $528,374.14 | 32.56% |
Patrick O'Connell Security Financial Services Inc. | 985 | $293,598.96 | $277,060.8 | -$16,538.16 | -5.63% |
Michael Byun SageView Advisory Group LLC | 16,934 | $3.21M | $4.74M | $1.53M | 47.73% |
Brian Clay Clay Northam Wealth Management LLC | 1,382 | $254,493.02 | $386,573.04 | $132,080.02 | 51.9% |
James Peterson Nearwater Capital Markets Ltd. | 295,000 | $87.93M | $82.31M | -$5.62M | -6.39% |
Taro Kuriyama Axq Capita LLP | 4,849 | $1.45M | $1.34M | -$104,277.32 | -7.21% |
Kristofer Gray Integrity Financial Corp. /WA | 3,189 | $600,579.86 | $897,591.88 | $297,012.02 | 49.45% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,341 | $236,350.41 | $372,871.75 | $136,521.34 | 57.76% |
David T. Morgan High Net Worth Advisory Group LLC | 733 | $218,485.32 | $206,148.92 | -$12,336.4 | -5.65% |
Samuel Miller Kraft, Davis & Associates LLC | 792 | $241,360 | $223,225.2 | -$18,134.8 | -7.51% |
Katie Christensen iSAM Funds UKK) Ltd | 2,400 | $465,935.71 | $674,016 | $208,080.29 | 44.66% |