| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,721 | $250,044 | $249,562.2 | -$481.8 | -0.19% |
| HC Harry Cowley Stonegate Investment Group LLC | 3,348 | $283,615.18 | $485,493.46 | $201,878.28 | 71.18% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3 | $290.22 | $435.03 | $144.81 | 49.9% |
Ana-Maria Ignat Covestor Ltd | 62 | $6,580.68 | $8,990.62 | $2,409.94 | 36.62% |
| WJ William Jollie Quent Capital LLC | 143 | $13,400.53 | $20,736.43 | $7,335.9 | 54.74% |
Michael Byun SageView Advisory Group LLC | 387 | $41,165 | $56,118.87 | $14,953.87 | 36.33% |
Jim Clark Worth Asset Management LLC | 6,850 | $437,407.81 | $993,318.46 | $555,910.65 | 127.09% |
| JG John Ginter Callan Family Office LLC | 1,984 | $210,898.05 | $287,699.83 | $76,801.78 | 36.42% |
Lukas Lindgren Abound Wealth Management | 19 | $1,780.62 | $2,755.19 | $974.57 | 54.73% |
| DP Drew Phillips Fortitude Family Office LLC | 34 | $3,318.91 | $4,930.34 | $1,611.43 | 48.55% |
Kevin Kroskey True Wealth Design LLC | 8 | $617.33 | $1,160.08 | $542.75 | 87.92% |
Alexandra Stickelman Root Financial Partners, LLC | 173 | $17,176.07 | $25,086.73 | $7,910.66 | 46.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 352 | $35,876.4 | $51,043.52 | $15,167.12 | 42.28% |
Mathieu Cornu Pictet Asset Management Holding SA | 8,538 | $699,164.14 | $1.24M | $538,931.19 | 77.08% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 13 | $1,092.23 | $1,885.13 | $792.9 | 72.59% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,467 | $310,568.62 | $502,749.65 | $192,181.03 | 61.88% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2 | $174 | $290.02 | $116.02 | 66.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 66 | $5,795 | $9,570.66 | $3,775.66 | 65.15% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 110 | $11,675 | $15,951.1 | $4,276.1 | 36.63% |
Darin Sadow Freestone Grove Partners LP | 1,756 | $186,382 | $254,637.55 | $68,255.55 | 36.62% |