| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 27,669 | $458,083.35 | $631,129.89 | $173,046.54 | 37.78% |
William Jollie Quent Capital LLC | 122 | $3,084.16 | $2,782.82 | -$301.34 | -9.77% |
Missy Straw Nilsine Partners LLC | 37,009 | $566,624.31 | $841,584.66 | $274,960.35 | 48.53% |
Dalila Toledo Ascent Group LLC | 7,597 | $192,052.16 | $174,806.97 | -$17,245.19 | -8.98% |
Kristofer Gray Integrity Financial Corp. /WA | 7,795 | $197,057.6 | $179,752.69 | -$17,304.91 | -8.78% |
Edward Lowndes Angeles Wealth Management LLC | 8,016 | $202,644.48 | $182,283.84 | -$20,360.64 | -10.05% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 104 | $1,934 | $2,377.96 | $443.96 | 22.96% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 28,447 | $458,132.12 | $646,600.31 | $188,468.19 | 41.14% |
CJ Harrison DecisionPoint Financial LLC | 400 | $7,332 | $9,124 | $1,792 | 24.44% |
| JG John Ginter Callan Family Office LLC | 306,117 | $5.75M | $7M | $1.25M | 21.7% |
Rachel Faulk Cape Investment Advisory Inc. | 2,534 | $64,059.52 | $57,800.54 | -$6,258.98 | -9.77% |
Mariana Coli Dunhill Financial LLC | 153 | $3,894 | $3,489.93 | -$404.07 | -10.38% |
Lukas Lindgren Abound Wealth Management | 756 | $19,240.69 | $17,282.16 | -$1,958.53 | -10.18% |
Drew Phillips Fortitude Family Office LLC | 95 | $2,306 | $2,166.95 | -$139.05 | -6.03% |
Alex Nunnamaker Schechter Investment Advisors LLC | 12,748 | $93,140.35 | $289,889.52 | $196,749.17 | 211.24% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 14,742 | $277,734.27 | $335,233.08 | $57,498.81 | 20.7% |
Brian Matter Creative Capital Management Investments LLC | 249 | $6,294.72 | $5,679.69 | -$615.03 | -9.77% |
| QS Quentin Stoker Gallacher Capital Management LLC | 22,907 | $212,906.54 | $528,235.4 | $315,328.86 | 148.11% |
Patrick D. Hayes Canopy Partners LLC | 13,901 | $122,777.17 | $320,557.05 | $197,779.88 | 161.09% |
Sheryl Stephens Stephens Consulting LLC | 158 | $4,022 | $3,592.92 | -$429.08 | -10.67% |