| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 247 | $2,932.05 | $6,351.6 | $3,419.55 | 116.63% |
Penny A. Phillips Journey Strategic Wealth LLC | 13,414 | $229,571.98 | $344,136.17 | $114,564.19 | 49.9% |
Caroline Jankowski Operose Advisors LLC | 760 | $19,045.6 | $20,155.2 | $1,109.6 | 5.83% |
James Langer Redmont Wealth Advisors LLC | 612 | $9,406.44 | $16,230.24 | $6,823.8 | 72.54% |
W. Travis McKinney HB Wealth Management LLC | 44,878 | $749,257.98 | $1.15M | $401,862.72 | 53.63% |
| MC mike Chen Byrne Asset Management LLC | 200 | $5,574 | $5,147 | -$427 | -7.66% |
William Jollie Quent Capital LLC | 102 | $2,556.12 | $2,619.87 | $63.75 | 2.49% |
Dalila Toledo Ascent Group LLC | 33,971 | $440,590.75 | $872,884.84 | $432,294.09 | 98.12% |
Timothy Gerlach Novem Group | 48,114 | $1.21M | $1.24M | $32,717.36 | 2.71% |
Edward Lowndes Angeles Wealth Management LLC | 15,567 | $360,276.47 | $399,371.38 | $39,094.91 | 10.85% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 39,364 | $703,169.86 | $1.01M | $308,878.58 | 43.93% |
| JG John Ginter Callan Family Office LLC | 340,958 | $5.44M | $8.77M | $3.33M | 61.33% |
Anu Prabhu Altrius Capital Management Inc. | 477,695 | $3.19M | $12.25M | $9.06M | 283.77% |
Anita Woodhouse V-Square Quantitative Management LLC | 8,969 | $210,204.25 | $230,996.59 | $20,792.34 | 9.89% |
Rachel Faulk Cape Investment Advisory Inc. | 128 | $3,208 | $3,352.32 | $144.32 | 4.5% |
Mariana Coli Dunhill Financial LLC | 288 | $6,895.14 | $7,405.92 | $510.78 | 7.41% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 100 | $2,331 | $2,569.5 | $238.5 | 10.23% |
Lukas Lindgren Abound Wealth Management | 40 | $427.36 | $1,028.2 | $600.84 | 140.59% |
Drew Phillips Fortitude Family Office LLC | 357 | $3,512.74 | $9,182.04 | $5,669.3 | 161.39% |
Alex Nunnamaker Schechter Investment Advisors LLC | 47,321 | $311,805.65 | $1.21M | $899,375.34 | 288.44% |