| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 2,797 | $414,455.1 | $615,200.15 | $200,745.05 | 48.44% |
Michelle McCarthy Vantage Financial Partners LLC | 5,029 | $880,036.13 | $1.11M | $226,092.42 | 25.69% |
Allison Tronnes Forum Financial Management LP | 5,909 | $995,841 | $1.3M | $303,843.55 | 30.51% |
Paul Elam Oak Harbor Wealth Partners LLC | 11,224 | $2.14M | $2.47M | $328,879.15 | 15.37% |
| LWL Leo Wealth LLC Leo Wealth LLC | 22,437 | $4.03M | $4.94M | $909,149.92 | 22.58% |
Christopher Clancy Global Wealth Strategies & Associates | 2,432 | $453,997.48 | $534,918.4 | $80,920.92 | 17.82% |
William Jollie Quent Capital LLC | 623 | $119,560.47 | $139,745.13 | $20,184.66 | 16.88% |
Marc H. Stone Tyler-Stone Wealth Management | 6,781 | $1.16M | $1.49M | $335,400.22 | 29.01% |
Dalila Toledo Ascent Group LLC | 30,656 | $4.29M | $6.74M | $2.45M | 57.01% |
| EM Erin Mccann Simplicity Wealth LLC | 20,184 | $3.78M | $4.44M | $655,273.21 | 17.32% |
Patrick O'Connell Security Financial Services Inc. | 28,363 | $4.42M | $6.24M | $1.82M | 41.29% |
Joseph J. Costigan apricus wealth LLC | 3,912 | $589,548.24 | $860,444.4 | $270,896.16 | 45.95% |
Jason DeBerry BancFirst Trust & Investment Management | 1,986 | $370,027.8 | $436,820.7 | $66,792.9 | 18.05% |
Christopher Schurmann Summit Investment Advisory Services LLC | 6,921 | $1.29M | $1.52M | $231,278.11 | 17.91% |
Michael Byun SageView Advisory Group LLC | 16,252 | $2.85M | $3.65M | $790,738.88 | 27.7% |
Nicole Goff Retirement Solution LLC | 1,335 | $263,588.3 | $300,401.7 | $36,813.4 | 13.97% |
Chad Soukup jvl associates LLC | 2,213 | $370,582.04 | $486,749.35 | $116,167.31 | 31.35% |
Kristofer Gray Integrity Financial Corp. /WA | 530 | $84,090.62 | $116,573.5 | $32,482.88 | 38.63% |
David T. Morgan High Net Worth Advisory Group LLC | 15,226 | $2.6M | $3.35M | $747,253.71 | 28.72% |
Samuel Miller Kraft, Davis & Associates LLC | 18,915 | $3.51M | $4.16M | $648,780.06 | 18.48% |