| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JRS James RG Skjong Ulland Investment Advisors LLC | 7,970 | $308,322.1 | $474,613.5 | $166,291.4 | 53.93% |
Courtney Lawson Autumn Glory Partners LLC | 17,624 | $787,969.04 | $1.05M | $261,540.16 | 33.19% |
Jeremy Baltz Raleigh Capital Management Inc. | 516 | $31,577.56 | $30,727.8 | -$849.76 | -2.69% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,168 | $186,826.9 | $248,204.4 | $61,377.5 | 32.85% |
| LWL Leo Wealth LLC Leo Wealth LLC | 15,081 | $653,633.74 | $898,073.55 | $244,439.81 | 37.4% |
William Jollie Quent Capital LLC | 1,973 | $104,786.03 | $113,447.5 | $8,661.47 | 8.27% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 18,398 | $926,104.83 | $1.14M | $212,915.35 | 22.99% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 17,423 | $1.07M | $1.04M | -$29,792.53 | -2.79% |
Marc H. Stone Tyler-Stone Wealth Management | 47,976 | $1.74M | $2.86M | $1.11M | 63.83% |
Dalila Toledo Ascent Group LLC | 9,449 | $578,845.74 | $562,687.95 | -$16,157.79 | -2.79% |
| EM Erin Mccann Simplicity Wealth LLC | 55,649 | $2.94M | $3.31M | $370,444.17 | 12.59% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 4,700 | $249,617 | $279,885 | $30,268 | 12.13% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 4,618 | $281,407.23 | $275,001.9 | -$6,405.33 | -2.28% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,596 | $295,682.82 | $392,791.8 | $97,108.98 | 32.84% |
Thomas Mason Mason & Associates Inc. | 13,086 | $519,478.58 | $779,271.3 | $259,792.72 | 50.01% |
Kristofer Gray Integrity Financial Corp. /WA | 1,600 | $55,981.16 | $95,280 | $39,298.84 | 70.2% |
David T. Morgan High Net Worth Advisory Group LLC | 21,692 | $626,545.04 | $1.29M | $665,213.56 | 106.17% |
Jason Matthews Kfg Wealth Management LLC | 3,839 | $234,900.77 | $228,612.45 | -$6,288.32 | -2.68% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 222 | $10,270.38 | $13,220.1 | $2,949.72 | 28.72% |
Jaimie Palmer Beacon Capital Management LLC | 4,505 | $210,910.96 | $268,272.75 | $57,361.79 | 27.2% |