| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 82,297 | $5.17M | $5.78M | $606,543.29 | 11.73% |
| FCI Family CFO Inc Family CFO Inc | 39,454 | $1.9M | $2.76M | $855,590.27 | 45.02% |
Sue Cox BetterWealth LLC | 12,579 | $740,884.76 | $882,920.01 | $142,035.25 | 19.17% |
Jeremy Baltz Raleigh Capital Management Inc. | 11,207 | $539,013.52 | $783,145.16 | $244,131.64 | 45.29% |
Michelle McCarthy Vantage Financial Partners LLC | 5,463 | $279,022.77 | $383,529.91 | $104,507.14 | 37.45% |
Allison Tronnes Forum Financial Management LP | 64,264 | $3M | $4.49M | $1.48M | 49.42% |
Michael O'Connor Capasso Planning Partners LLC | 191,851 | $9.73M | $13.45M | $3.72M | 38.19% |
Paul Elam Oak Harbor Wealth Partners LLC | 64,037 | $3.63M | $4.5M | $864,471.72 | 23.79% |
| LWL Leo Wealth LLC Leo Wealth LLC | 99,867 | $6M | $6.98M | $984,348.76 | 16.41% |
Christopher Clancy Global Wealth Strategies & Associates | 8,500 | $516,579.58 | $594,957.5 | $78,377.92 | 15.17% |
William Jollie Quent Capital LLC | 2,312 | $143,512.64 | $162,348.64 | $18,836 | 13.12% |
Marc H. Stone Tyler-Stone Wealth Management | 5,863 | $290,988.97 | $411,230.82 | $120,241.85 | 41.32% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 10,337 | $526,017.26 | $725,709.08 | $199,691.82 | 37.96% |
Missy Straw Nilsine Partners LLC | 3,069 | $196,661.52 | $215,259.66 | $18,598.14 | 9.46% |
Dalila Toledo Ascent Group LLC | 146,086 | $7.36M | $10.19M | $2.83M | 38.38% |
| EM Erin Mccann Simplicity Wealth LLC | 37,275 | $2.24M | $2.6M | $360,084.73 | 16.06% |
Patrick O'Connell Security Financial Services Inc. | 171,163 | $8.41M | $12.02M | $3.61M | 42.94% |
Joseph J. Costigan apricus wealth LLC | 7,668 | $464,566.56 | $538,638.66 | $74,072.1 | 15.94% |
Jason DeBerry BancFirst Trust & Investment Management | 55,072 | $2.56M | $3.84M | $1.28M | 50.24% |
Michael Byun SageView Advisory Group LLC | 54,804 | $2.91M | $3.83M | $917,777.4 | 31.57% |