| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,914 | $366,538.35 | $921,080.16 | $554,541.81 | 151.29% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,658 | $330,771 | $378,819.84 | $48,048.84 | 14.53% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 154 | $30,723 | $28,865.76 | -$1,857.24 | -6.05% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,195 | $238,402.5 | $223,990.8 | -$14,411.7 | -6.05% |
Dominic Corabi Wedmont Private Capital | 1,941 | $224,713.96 | $363,821.04 | $139,107.08 | 61.9% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,999 | $275,921.55 | $937,012.56 | $661,091.01 | 239.59% |
Caroline Jankowski Operose Advisors LLC | 1,751 | $91,104.53 | $403,482.91 | $312,378.38 | 342.88% |
Ana-Maria Ignat Covestor Ltd | 53 | $6,082.28 | $12,075.52 | $5,993.24 | 98.54% |
Lonny Elfenbein West Michigan Advisors LLC | 5,023 | $730,645.58 | $941,511.12 | $210,865.54 | 28.86% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,572 | $371,886.48 | $856,975.68 | $485,089.2 | 130.44% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 1,284 | $256,158 | $240,672.96 | -$15,485.04 | -6.05% |
W. Travis McKinney HB Wealth Management LLC | 4,118 | $500,088.88 | $771,877.92 | $271,789.04 | 54.35% |
William Jollie Quent Capital LLC | 69 | $7,979.84 | $15,720.96 | $7,741.12 | 97.01% |
Missy Straw Nilsine Partners LLC | 25,713 | $3.41M | $4.82M | $1.41M | 41.36% |
James Peterson Nearwater Capital Markets Ltd. | 80,000 | $15.77M | $18.28M | $2.51M | 15.92% |
Taro Kuriyama Axq Capita LLP | 18,637 | $2.71M | $4.16M | $1.45M | 53.6% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 90,612 | $14.13M | $20.7M | $6.57M | 46.53% |
Edward Lowndes Angeles Wealth Management LLC | 1,220 | $243,390 | $228,676.8 | -$14,713.2 | -6.05% |
Nolan Baker Retirement Guys Formula LLC | 1,497 | $217,753.62 | $280,597.68 | $62,844.06 | 28.86% |
CJ Harrison DecisionPoint Financial LLC | 14 | $1,499.64 | $2,624.16 | $1,124.52 | 74.99% |