| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,768 | $215,876.01 | $241,397.28 | $25,521.27 | 11.82% |
Candace Cavalier Congress Wealth Management LLC / DE / | 127,057 | $5.99M | $11.08M | $5.09M | 84.86% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 545 | $34,418.65 | $47,529.45 | $13,110.8 | 38.09% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,283 | $269,826.65 | $373,520.43 | $103,693.78 | 38.43% |
Ana-Maria Ignat Covestor Ltd | 537 | $38,211.24 | $47,111.01 | $8,899.77 | 23.29% |
W. Travis McKinney HB Wealth Management LLC | 6,677 | $424,747.76 | $582,301.17 | $157,553.41 | 37.09% |
Missy Straw Nilsine Partners LLC | 68,770 | $4.37M | $6M | $1.63M | 37.26% |
Michael Byun SageView Advisory Group LLC | 6,571 | $308,413.27 | $577,130.93 | $268,717.66 | 87.13% |
Katie Christensen iSAM Funds UKK) Ltd | 6,500 | $586,690 | $575,705 | -$10,985 | -1.87% |
CJ Harrison DecisionPoint Financial LLC | 2 | $184 | $178.89 | -$5.11 | -2.78% |
| JG John Ginter Callan Family Office LLC | 5,344 | $482,361 | $467,974.08 | -$14,386.92 | -2.98% |
Lansing A. Davis Davis Asset Management LP | 621,800 | $33.21M | $55.07M | $21.87M | 65.85% |
Mariana Coli Dunhill Financial LLC | 1 | $74.27 | $87.83 | $13.56 | 18.26% |
Drew Phillips Fortitude Family Office LLC | 178 | $15,033.51 | $15,523.38 | $489.87 | 3.26% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,533 | $228,628.58 | $220,902.93 | -$7,725.65 | -3.38% |
Brian Matter Creative Capital Management Investments LLC | 24 | $2,166.24 | $2,093.04 | -$73.2 | -3.38% |
David Smith Linden Thomas Advisory Services LLC | 25,287 | $891,283.72 | $2.21M | $1.31M | 147.43% |
Paul B. Ordonio Park Place Capital Corp. | 125 | $5,892.5 | $11,221.25 | $5,328.75 | 90.43% |
Kevin Kroskey True Wealth Design LLC | 442 | $28,767.79 | $38,546.82 | $9,779.03 | 33.99% |
Staci Compagno Portside Wealth Group, LLC | 7,549 | $508,175.73 | $658,348.29 | $150,172.56 | 29.55% |