| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 9,666 | $457,386.42 | $823,543.2 | $366,156.78 | 80.05% |
Michelle McCarthy Vantage Financial Partners LLC | 29,550 | $1.89M | $2.52M | $623,205.18 | 32.9% |
Allison Tronnes Forum Financial Management LP | 49,040 | $2.74M | $4.18M | $1.44M | 52.6% |
Paul Elam Oak Harbor Wealth Partners LLC | 14,385 | $1.07M | $1.28M | $209,450.1 | 19.65% |
| LWL Leo Wealth LLC Leo Wealth LLC | 147,330 | $11.46M | $12.55M | $1.1M | 9.56% |
Christopher Clancy Global Wealth Strategies & Associates | 3,291 | $264,078.43 | $280,393.2 | $16,314.77 | 6.18% |
William Jollie Quent Capital LLC | 115,504 | $9.95M | $10.33M | $376,691.84 | 3.79% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,834 | $290,480.88 | $342,529.56 | $52,048.68 | 17.92% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 5,484 | $369,913.5 | $489,063.12 | $119,149.62 | 32.21% |
Marc H. Stone Tyler-Stone Wealth Management | 24,888 | $1.49M | $2.12M | $632,500.38 | 42.51% |
Missy Straw Nilsine Partners LLC | 4,444 | $323,523.2 | $378,628.8 | $55,105.6 | 17.03% |
Dalila Toledo Ascent Group LLC | 64,794 | $2.56M | $5.52M | $2.96M | 115.69% |
| EM Erin Mccann Simplicity Wealth LLC | 48,312 | $3.6M | $4.28M | $683,012.52 | 18.97% |
Patrick O'Connell Security Financial Services Inc. | 91,666 | $5.01M | $7.81M | $2.8M | 55.9% |
Jason DeBerry BancFirst Trust & Investment Management | 11,358 | $676,501.32 | $967,701.6 | $291,200.28 | 43.05% |
Christopher Schurmann Summit Investment Advisory Services LLC | 35,008 | $2.79M | $2.98M | $193,392.01 | 6.93% |
Michael Byun SageView Advisory Group LLC | 51,407 | $3.29M | $4.6M | $1.3M | 39.57% |
Nicole Goff Retirement Solution LLC | 8,997 | $636,381 | $802,352.46 | $165,971.46 | 26.08% |
Chad Soukup jvl associates LLC | 8,367 | $508,832.1 | $712,868.4 | $204,036.3 | 40.1% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 13,705 | $698,287.37 | $1.17M | $469,378.63 | 67.22% |