| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 1,089 | $351,581.65 | $437,483.98 | $85,902.33 | 24.43% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,127 | $373,744.37 | $452,749.72 | $79,005.35 | 21.14% |
Russell Mohberg Regatta Capital Group LLC | 904 | $349,278.89 | $366,653.36 | $17,374.47 | 4.97% |
Timothy Taylor TCM Advisors LLC | 2,800 | $1.1M | $1.12M | $21,142.64 | 1.93% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 5,924 | $2.96M | $2.45M | -$504,657.7 | -17.05% |
Jeremy Baltz Raleigh Capital Management Inc. | 798 | $452,754.68 | $330,691.19 | -$122,063.49 | -26.96% |
Allison Tronnes Forum Financial Management LP | 1,323 | $633,018.95 | $548,251.19 | -$84,767.76 | -13.39% |
| DC Debora Caley Richwood Investment Advisors LLC | 4,089 | $2.14M | $1.69M | -$447,132.19 | -20.88% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,405 | $630,289.81 | $582,231.99 | -$48,057.82 | -7.62% |
William Jollie Quent Capital LLC | 2,972 | $1.48M | $1.21M | -$266,754.48 | -18.07% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 5,850 | $1.83M | $2.42M | $599,215.35 | 32.83% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 7,794 | $2.73M | $3.19M | $451,486.15 | 16.51% |
Marc H. Stone Tyler-Stone Wealth Management | 1,246 | $692,612.15 | $516,342.39 | -$176,269.76 | -25.45% |
Stephen Dunnaway Brown Shipley& Co Ltd | 5,485 | $2.83M | $2.27M | -$554,675.87 | -19.62% |
Missy Straw Nilsine Partners LLC | 3,511 | $1.55M | $1.45M | -$94,459.71 | -6.1% |
Dalila Toledo Ascent Group LLC | 16,805 | $7.57M | $6.96M | -$604,997.66 | -7.99% |
| EM Erin Mccann Simplicity Wealth LLC | 31,667 | $11.83M | $12.79M | $957,661.36 | 8.09% |
Patrick O'Connell Security Financial Services Inc. | 489 | $203,243.07 | $202,641.6 | -$601.47 | -0.3% |
Michael Byun SageView Advisory Group LLC | 9,224 | $3.96M | $3.75M | -$203,960.87 | -5.15% |
| KB Kimberly Byrne Bill Few Associates Inc. | 795 | $341,991.03 | $329,447.99 | -$12,543.04 | -3.67% |