| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Monson Sovereign's Capital Management LLC | 35,834 | $2.99M | $3.74M | $751,439.44 | 25.1% |
Jeremy Baltz Raleigh Capital Management Inc. | 991 | $143,065.94 | $103,282.02 | -$39,783.92 | -27.81% |
Allison Tronnes Forum Financial Management LP | 7,808 | $943,017.64 | $813,749.76 | -$129,267.88 | -13.71% |
| DC Debora Caley Richwood Investment Advisors LLC | 6,166 | $675,026.96 | $642,620.52 | -$32,406.44 | -4.8% |
Paul Elam Oak Harbor Wealth Partners LLC | 19,901 | $3.96M | $2.14M | -$1.82M | -45.92% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,356 | $630,459 | $662,422.32 | $31,963.32 | 5.07% |
William Jollie Quent Capital LLC | 832 | $74,172.94 | $86,944 | $12,771.06 | 17.22% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,141 | $230,157.5 | $224,205.52 | -$5,951.98 | -2.59% |
Dalila Toledo Ascent Group LLC | 25,374 | $2.64M | $2.64M | $3,082.15 | 0.12% |
| EM Erin Mccann Simplicity Wealth LLC | 10,022 | $1.03M | $1.08M | $47,446.72 | 4.6% |
Joseph J. Costigan apricus wealth LLC | 2,797 | $572,406.94 | $291,503.34 | -$280,903.6 | -49.07% |
Michael Byun SageView Advisory Group LLC | 8,010 | $944,567.19 | $836,884.8 | -$107,682.39 | -11.4% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,848 | $287,354.47 | $296,818.56 | $9,464.09 | 3.29% |
Owen Schrum Schrum Private Wealth Management LLC | 1,824 | $196,080 | $190,571.52 | -$5,508.48 | -2.81% |
Nichole Raftopoulos Nvest Financial LLC | 4,384 | $434,839.24 | $456,900.48 | $22,061.24 | 5.07% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 11,440 | $1.68M | $1.19M | -$486,715.02 | -28.99% |
David T. Morgan High Net Worth Advisory Group LLC | 2,031 | $393,936.54 | $211,670.82 | -$182,265.72 | -46.27% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 139 | $15,039.61 | $14,486.58 | -$553.03 | -3.68% |
David K. Balsdon Harvest Portfolios Group Inc. | 37,995 | $4.26M | $3.95M | -$311,557.15 | -7.31% |
| BPN Brent P. Nicks Strategic Planning Inc. | 47,167 | $3.95M | $4.92M | $965,674.96 | 24.45% |