| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 31,634 | $2.38M | $2.62M | $244,066.32 | 10.26% |
Timothy Taylor TCM Advisors LLC | 12,018 | $819,311.62 | $1M | $181,727.69 | 22.18% |
Jeremy Baltz Raleigh Capital Management Inc. | 305 | $15,573.1 | $25,510.2 | $9,937.1 | 63.81% |
William Jollie Quent Capital LLC | 1,045 | $62,900.7 | $86,661.85 | $23,761.15 | 37.78% |
Missy Straw Nilsine Partners LLC | 6,037 | $468,781.5 | $504,934.68 | $36,153.18 | 7.71% |
Dalila Toledo Ascent Group LLC | 5,291 | $387,986.31 | $440,713.84 | $52,727.53 | 13.59% |
Robert Glass AlphaCentric Advisors LLC | 2,260 | $164,702.34 | $188,032 | $23,329.66 | 14.16% |
Joseph J. Costigan apricus wealth LLC | 61,071 | $3.59M | $5.11M | $1.51M | 42.09% |
| KB Kimberly Byrne Bill Few Associates Inc. | 5,772 | $398,687.44 | $480,230.4 | $81,542.96 | 20.45% |
Taro Kuriyama Axq Capita LLP | 9,883 | $648,692.41 | $822,957.41 | $174,265 | 26.86% |
Kristen Williams Athena Investment Management | 10,625 | $924,436.39 | $888,675 | -$35,761.39 | -3.87% |
Mark Fiskio Empirical Asset Management LLC | 4,014 | $306,669.6 | $335,730.96 | $29,061.36 | 9.48% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 5,010 | $341,973.56 | $416,832 | $74,858.44 | 21.89% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,870 | $363,183.4 | $403,869.1 | $40,685.7 | 11.2% |
Michael Stulic Astoria Portfolio Advisors LLC | 5,782 | $290,808.06 | $483,606.48 | $192,798.42 | 66.3% |
CJ Harrison DecisionPoint Financial LLC | 7 | $537 | $580.51 | $43.51 | 8.1% |
| JG John Ginter Callan Family Office LLC | 12,476 | $704,485.07 | $1.04M | $331,397.21 | 47.04% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 7,314 | $420,482 | $608,012.82 | $187,530.82 | 44.6% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 164,884 | $10.03M | $13.72M | $3.7M | 36.85% |
Rachel Faulk Cape Investment Advisory Inc. | 4 | $318 | $331.72 | $13.72 | 4.31% |