| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 276,977 | $3.15M | $4.08M | $928,114.81 | 29.45% |
Ana-Maria Ignat Covestor Ltd | 741 | $7,795.32 | $10,914.93 | $3,119.61 | 40.02% |
W. Travis McKinney HB Wealth Management LLC | 39,784 | $585,144.15 | $584,029.12 | -$1,115.03 | -0.19% |
| MC mike Chen Byrne Asset Management LLC | 1,570 | $22,513.8 | $23,047.6 | $533.8 | 2.37% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 76,461 | $1.09M | $1.12M | $27,503.82 | 2.51% |
William Jollie Quent Capital LLC | 2,401 | $33,377.27 | $35,366.73 | $1,989.46 | 5.96% |
Nicole Goff Retirement Solution LLC | 182,925 | $2.68M | $2.69M | $12,804.75 | 0.48% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 7 | $86.94 | $102.76 | $15.82 | 18.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 54,204 | $673,213.68 | $795,714.72 | $122,501.04 | 18.2% |
Joseph Wallace Wallace Advisory Group LLC | 20,625 | $297,807.45 | $302,775 | $4,967.55 | 1.67% |
Brad Saenz Coastwise Capital Group LLC | 12,258 | $179,702.28 | $179,947.44 | $245.16 | 0.14% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 52,599 | $775,898.79 | $772,153.32 | -$3,745.47 | -0.48% |
CJ Harrison DecisionPoint Financial LLC | 11 | $162 | $161.48 | -$0.52 | -0.32% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 10,383 | $135,023.88 | $152,422.44 | $17,398.56 | 12.89% |
Anita Woodhouse V-Square Quantitative Management LLC | 20,506 | $271,927.21 | $301,028.08 | $29,100.87 | 10.7% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 9,686 | $163,740.95 | $142,190.48 | -$21,550.47 | -13.16% |
Rachel Faulk Cape Investment Advisory Inc. | 69,878 | $1M | $1.03M | $23,619.02 | 2.36% |
Mariana Coli Dunhill Financial LLC | 95 | $1,344.19 | $1,398.87 | $54.68 | 4.07% |
Lukas Lindgren Abound Wealth Management | 48 | $631.68 | $704.64 | $72.96 | 11.55% |
Drew Phillips Fortitude Family Office LLC | 942 | $12,123.16 | $13,828.56 | $1,705.4 | 14.07% |