| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Russell Mohberg Regatta Capital Group LLC | 1,546 | $385,938.15 | $454,106.58 | $68,168.43 | 17.66% |
Timothy Taylor TCM Advisors LLC | 2,375 | $527,672.02 | $707,251.25 | $179,579.23 | 34.03% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 15,738 | $4.3M | $4.6M | $297,762.96 | 6.93% |
Allison Tronnes Forum Financial Management LP | 5,447 | $1.19M | $1.59M | $401,537.09 | 33.75% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,990 | $470,135.41 | $581,338.7 | $111,203.29 | 23.65% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,276 | $276,989.47 | $377,006.96 | $100,017.49 | 36.11% |
Brian D. Pirie RDST Capital LLC | 328,055 | $78.42M | $96.34M | $17.92M | 22.86% |
| LWL Leo Wealth LLC Leo Wealth LLC | 986 | $239,143 | $288,040.18 | $48,897.18 | 20.45% |
William Jollie Quent Capital LLC | 2,316 | $534,230.02 | $678,889.08 | $144,659.06 | 27.08% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,300 | $529,292.67 | $675,463.98 | $146,171.31 | 27.62% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,382 | $574,726.11 | $696,115.68 | $121,389.57 | 21.12% |
Missy Straw Nilsine Partners LLC | 5,785 | $1.2M | $1.69M | $489,817.21 | 40.81% |
Dalila Toledo Ascent Group LLC | 19,473 | $4.51M | $5.69M | $1.18M | 26.11% |
| EM Erin Mccann Simplicity Wealth LLC | 9,413 | $2.25M | $2.78M | $534,717.04 | 23.8% |
Ed West Values First Advisors Inc. | 6,795 | $1.85M | $1.99M | $136,783.35 | 7.4% |
Jason DeBerry BancFirst Trust & Investment Management | 2,695 | $663,433.1 | $787,290.35 | $123,857.25 | 18.67% |
Michael Byun SageView Advisory Group LLC | 3,544 | $852,928.31 | $1.04M | $185,711.79 | 21.77% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,687 | $665,427.58 | $784,953.31 | $119,525.73 | 17.96% |
Owen Schrum Schrum Private Wealth Management LLC | 1,800 | $447,632 | $527,526.01 | $79,894.01 | 17.85% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 19,487 | $4.58M | $5.69M | $1.11M | 24.24% |