| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,159 | $177,622.94 | $249,105.42 | $71,482.48 | 40.24% |
Bobby Adusumilli SJS Investment Consulting Inc. | 33 | $5,870.93 | $3,798.63 | -$2,072.3 | -35.3% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,114 | $211,047 | $126,923.59 | -$84,123.41 | -39.86% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 52 | $4,177.68 | $6,167.72 | $1,990.04 | 47.64% |
Shaun Peterson Peterson Wealth Services | 9,191 | $874,850.26 | $1.03M | $151,324.89 | 17.3% |
William Liberti Wealth Effects LLC | 3,561 | $286,090.74 | $401,039.82 | $114,949.08 | 40.18% |
Ana-Maria Ignat Covestor Ltd | 833 | $58,051.77 | $95,886.63 | $37,834.86 | 65.17% |
W. Travis McKinney HB Wealth Management LLC | 1,124 | $212,941.8 | $129,383.64 | -$83,558.16 | -39.24% |
Mark Fiskio Empirical Asset Management LLC | 1,123 | $212,752.35 | $124,975.3 | -$87,777.05 | -41.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,187 | $500,862.03 | $827,295.57 | $326,433.54 | 65.17% |
CJ Harrison DecisionPoint Financial LLC | 7 | $621.45 | $805.77 | $184.32 | 29.66% |
| JG John Ginter Callan Family Office LLC | 2,568 | $208,826.08 | $289,863 | $81,036.92 | 38.81% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 11 | $2,084.18 | $1,221.11 | -$863.07 | -41.41% |
Lukas Lindgren Abound Wealth Management | 2 | $259.6 | $230.74 | -$28.86 | -11.12% |
Drew Phillips Fortitude Family Office LLC | 36 | $3,349.51 | $4,143.96 | $794.45 | 23.72% |
Brian Matter Creative Capital Management Investments LLC | 7 | $1,326.15 | $805.77 | -$520.38 | -39.24% |
John J. Edwards Breed's Hi LLCapital LLC | 3,000 | $209,070 | $338,400 | $129,330 | 61.86% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,485 | $279,656.18 | $170,938.35 | -$108,717.83 | -38.88% |
David Smith Linden Thomas Advisory Services LLC | 3,981 | $284,517.95 | $442,437.59 | $157,919.64 | 55.5% |
Kevin Kroskey True Wealth Design LLC | 22 | $1,294 | $2,532.42 | $1,238.42 | 95.7% |