| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 5,176 | $297,087.01 | $298,603.44 | $1,516.43 | 0.51% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 3,578 | $209,580.72 | $213,499.26 | $3,918.54 | 1.87% |
Candace Cavalier Congress Wealth Management LLC / DE / | 7,631 | $296,023.14 | $441,453.35 | $145,430.21 | 49.13% |
Li Peng China Universal Asset Management Co. Ltd. | 36,947 | $2.07M | $2.2M | $131,255.48 | 6.34% |
Clint Dunn Beaird Harris Wealth Management LLC | 54 | $2,642.07 | $3,220.29 | $578.22 | 21.89% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,186 | $474,273.5 | $608,919.08 | $134,645.58 | 28.39% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 4,770 | $174,675.48 | $275,586.75 | $100,911.27 | 57.77% |
Sean Reitenbach Prosperity Consulting Group LLC | 40,152 | $1.24M | $2.39M | $1.16M | 93.55% |
Samantha Pierangeli City State Bank | 2,105 | $71,150.5 | $125,952.67 | $54,802.17 | 77.02% |
W. Travis McKinney HB Wealth Management LLC | 22,048 | $1.02M | $1.28M | $257,379.74 | 25.2% |
| MC mike Chen Byrne Asset Management LLC | 400 | $14,964 | $23,840 | $8,876 | 59.32% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 19,827 | $803,459.15 | $1.18M | $374,859.46 | 46.66% |
Jeremy Baltz Raleigh Capital Management Inc. | 40,671 | $2.02M | $2.42M | $405,842.66 | 20.11% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,467 | $310,129.43 | $326,133.88 | $16,004.45 | 5.16% |
William Jollie Quent Capital LLC | 53 | $3,273.28 | $3,074 | -$199.28 | -6.09% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 15,819 | $579,830.38 | $941,863.26 | $362,032.88 | 62.44% |
Dalila Toledo Ascent Group LLC | 23,089 | $819,771.46 | $1.38M | $561,758.85 | 68.53% |
| EM Erin Mccann Simplicity Wealth LLC | 3,716 | $229,500.16 | $214,468.94 | -$15,031.22 | -6.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,612 | $264,114.15 | $383,496 | $119,381.85 | 45.2% |
| ECP Epacria Capital Partners LLC Epacria Capital Partners LLC | 290,381 | $11.24M | $17.36M | $6.13M | 54.52% |