| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9 | $2,122.62 | $3,015 | $892.38 | 42.04% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 914 | $309,069.09 | $300,948.21 | -$8,120.88 | -2.63% |
| HC Harry Cowley Stonegate Investment Group LLC | 3,000 | $691,537.23 | $988,935 | $297,397.77 | 43.01% |
Dominic Corabi Wedmont Private Capital | 672 | $225,892.79 | $223,177.92 | -$2,714.87 | -1.2% |
Grant Patterson Caldwell Investment Management Ltd. | 2,600 | $879,189.97 | $858,962 | -$20,227.97 | -2.3% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 5 | $1,197.35 | $1,664.62 | $467.27 | 39.03% |
Ana-Maria Ignat Covestor Ltd | 88 | $17,384.4 | $29,377.04 | $11,992.64 | 68.99% |
Sean Reitenbach Prosperity Consulting Group LLC | 600 | $202,889.99 | $197,820 | -$5,069.99 | -2.5% |
W. Travis McKinney HB Wealth Management LLC | 2,771 | $783,732.41 | $925,042.93 | $141,310.52 | 18.03% |
William Jollie Quent Capital LLC | 58 | $15,222.19 | $19,362.14 | $4,139.95 | 27.2% |
Ed West Values First Advisors Inc. | 77,080 | $26.06M | $25.5M | -$562,297.83 | -2.16% |
Jaimie Palmer Beacon Capital Management LLC | 911 | $180,593.43 | $302,342.68 | $121,749.25 | 67.42% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,841 | $421,214.39 | $614,581.03 | $193,366.64 | 45.91% |
Jeffrey Gilbert Balboa Wealth Partners | 1,219 | $320,038.01 | $401,556.88 | $81,518.87 | 25.47% |
Nolan Baker Retirement Guys Formula LLC | 911 | $204,540.71 | $302,962.16 | $98,421.45 | 48.12% |
CJ Harrison DecisionPoint Financial LLC | 1 | $333 | $333.83 | $0.83 | 0.25% |
Amna Ali Khan GDS Wealth Management | 2,416 | $641,013.12 | $798,488 | $157,474.88 | 24.57% |
Anita Woodhouse V-Square Quantitative Management LLC | 133 | $34,150 | $44,399.39 | $10,249.39 | 30.01% |
Rachel Faulk Cape Investment Advisory Inc. | 10 | $3,381.54 | $3,338.3 | -$43.24 | -1.28% |
Lukas Lindgren Abound Wealth Management | 1 | $258.27 | $332.19 | $73.92 | 28.62% |