| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 2,783 | $315,862.01 | $464,176.57 | $148,314.56 | 46.96% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,343 | $373,806.86 | $391,281 | $17,474.14 | 4.67% |
Ana-Maria Ignat Covestor Ltd | 194 | $32,351.18 | $31,806.3 | -$544.88 | -1.68% |
Kathryn Brown Morton Brown Family Wealth LLC | 3 | $516.81 | $499.92 | -$16.89 | -3.27% |
Andrew Burkey Joseph Group Capital Management | 43 | $7,942.96 | $7,169.82 | -$773.14 | -9.73% |
Sean Reitenbach Prosperity Consulting Group LLC | 6,849 | $1.12M | $1.14M | $17,596.1 | 1.56% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,509 | $590,249.19 | $585,055.57 | -$5,193.62 | -0.88% |
James Langer Redmont Wealth Advisors LLC | 191 | $29,456.63 | $31,801.5 | $2,344.87 | 7.96% |
Bill McVay Red Tortoise LLC | 46 | $5,164.79 | $7,671.42 | $2,506.63 | 48.53% |
Samantha Pierangeli City State Bank | 26 | $3,024.84 | $4,347.33 | $1,322.49 | 43.72% |
W. Travis McKinney HB Wealth Management LLC | 8,024 | $1.23M | $1.32M | $82,225.2 | 6.67% |
Jeremy Baltz Raleigh Capital Management Inc. | 90 | $13,249.05 | $15,008.4 | $1,759.35 | 13.28% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 5,500 | $657,195 | $910,745 | $253,550 | 38.58% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,793 | $304,337.23 | $298,668.97 | -$5,668.26 | -1.86% |
William Jollie Quent Capital LLC | 461 | $83,893.59 | $75,580.95 | -$8,312.64 | -9.91% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,228 | $211,547.56 | $204,462 | -$7,085.56 | -3.35% |
Missy Straw Nilsine Partners LLC | 485,268 | $67.58M | $80.89M | $13.3M | 19.68% |
Dalila Toledo Ascent Group LLC | 4,369 | $634,381.08 | $730,518.64 | $96,137.56 | 15.15% |
Taro Kuriyama Axq Capita LLP | 11,224 | $1.93M | $1.84M | -$89,791.52 | -4.64% |
Katie Christensen iSAM Funds UKK) Ltd | 17,300 | $2.98M | $2.88M | -$99,734.5 | -3.35% |