| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 6,686 | $729,945.01 | $927,615.64 | $197,670.63 | 27.08% |
| LF Lukas Feh LGT Group Foundation | 3,044 | $238,071.24 | $426,555.72 | $188,484.48 | 79.17% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 14,050 | $1.78M | $1.97M | $188,570.5 | 10.59% |
| MM Mike Meixler Meixler Investment Management Ltd. | 3,780 | $295,633.8 | $529,691.4 | $234,057.6 | 79.17% |
Courtney Lawson Autumn Glory Partners LLC | 3,000 | $608,940 | $420,390 | -$188,550 | -30.96% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,290 | $218,693.28 | $178,974.6 | -$39,718.68 | -18.16% |
| WJ William Jollie Quent Capital LLC | 174 | $35,318.52 | $24,044.19 | -$11,274.33 | -31.92% |
Dalila Toledo Ascent Group LLC | 2,477 | $321,853.97 | $342,284.24 | $20,430.27 | 6.35% |
| EM Erin Mccann Simplicity Wealth LLC | 1,636 | $276,263.5 | $226,978.64 | -$49,284.86 | -17.84% |
| RG Robert Glass AlphaCentric Advisors LLC | 960 | $162,748.8 | $133,190.4 | -$29,558.4 | -18.16% |
Michael Byun SageView Advisory Group LLC | 217 | $36,789 | $29,986.14 | -$6,802.86 | -18.49% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 9 | $1,521.89 | $1,243.66 | -$278.23 | -18.28% |
David K. Balsdon Harvest Portfolios Group Inc. | 187,461 | $32.18M | $25.84M | -$6.34M | -19.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 29,937 | $1.6M | $4.14M | $2.54M | 158.87% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,009 | $204,806.82 | $139,100.74 | -$65,706.08 | -32.08% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 1,322 | $222,836.32 | $182,250.92 | -$40,585.4 | -18.21% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 76 | $14,325.53 | $10,418.84 | -$3,906.69 | -27.27% |
CJ Harrison DecisionPoint Financial LLC | 7 | $826 | $967.54 | $141.54 | 17.14% |
| JG John Ginter Callan Family Office LLC | 1,183 | $200,554.13 | $163,194.85 | -$37,359.28 | -18.63% |
| TIM Tevis Investment Management Tevis Investment Management | 12,080 | $592,795.52 | $1.67M | $1.08M | 181.67% |