| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 201 | $13,318.17 | $16,170.45 | $2,852.28 | 21.42% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 10 | $646.8 | $804.5 | $157.7 | 24.38% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,293 | $737,309.75 | $908,521.85 | $171,212.1 | 23.22% |
| SP Shaun Peterson Peterson Wealth Services | 14,438 | $1.23M | $1.16M | -$68,337.33 | -5.56% |
Ana-Maria Ignat Covestor Ltd | 1,575 | $101,370.33 | $126,708.75 | $25,338.42 | 25% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,042 | $221,335.92 | $244,728.9 | $23,392.98 | 10.57% |
| WJ William Jollie Quent Capital LLC | 755 | $50,089.2 | $60,739.75 | $10,650.55 | 21.26% |
| EM Erin Mccann Simplicity Wealth LLC | 9,862 | $575,329.28 | $793,397.9 | $218,068.62 | 37.9% |
Michael Byun SageView Advisory Group LLC | 169 | $12,586 | $13,596.05 | $1,010.05 | 8.03% |
Katie Christensen iSAM Funds UKK) Ltd | 3,787 | $239,490 | $304,664.15 | $65,174.15 | 27.21% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 600 | $38,808 | $48,270 | $9,462 | 24.38% |
John DeMarco Trajan Wealth LLC | 2,904 | $215,593.33 | $233,626.8 | $18,033.47 | 8.36% |
| JG John Ginter Callan Family Office LLC | 4,065 | $301,765.12 | $327,029.25 | $25,264.13 | 8.37% |
Anita Woodhouse V-Square Quantitative Management LLC | 322 | $23,904.9 | $25,904.9 | $2,000 | 8.37% |
Mariana Coli Dunhill Financial LLC | 1 | $74.24 | $80.45 | $6.21 | 8.36% |
Lukas Lindgren Abound Wealth Management | 4 | $284 | $321.8 | $37.8 | 13.31% |
| DP Drew Phillips Fortitude Family Office LLC | 73 | $4,753.78 | $5,872.85 | $1,119.07 | 23.54% |
Jeffrey D. Munjack JDM Financial Group LLC | 60 | $4,365.6 | $4,827 | $461.4 | 10.57% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 5 | $364 | $402.25 | $38.25 | 10.51% |
Kevin Kroskey True Wealth Design LLC | 373 | $24,694.44 | $30,007.85 | $5,313.41 | 21.52% |