| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 6,736 | $315,244.8 | $314,908 | -$336.8 | -0.11% |
Candace Cavalier Congress Wealth Management LLC / DE / | 73,488 | $2.96M | $3.44M | $479,178.53 | 16.17% |
Ana-Maria Ignat Covestor Ltd | 2,827 | $114,787.36 | $132,162.25 | $17,374.89 | 15.14% |
W. Travis McKinney HB Wealth Management LLC | 8,963 | $404,162.4 | $419,513.21 | $15,350.81 | 3.8% |
Allison Tronnes Forum Financial Management LP | 4,871 | $227,962.8 | $207,163.63 | -$20,799.17 | -9.12% |
William Jollie Quent Capital LLC | 74 | $3,328.52 | $3,470.6 | $142.08 | 4.27% |
Michael Byun SageView Advisory Group LLC | 241 | $10,841 | $11,266.75 | $425.75 | 3.93% |
Taro Kuriyama Axq Capita LLP | 60,759 | $2.27M | $2.85M | $580,565.04 | 25.59% |
Katie Christensen iSAM Funds UKK) Ltd | 5,683 | $212,885 | $266,532.7 | $53,647.7 | 25.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,837 | $740,692.72 | $974,129.75 | $233,437.03 | 31.52% |
Nolan Baker Retirement Guys Formula LLC | 6,306 | $236,222.76 | $294,805.5 | $58,582.74 | 24.8% |
Burke Montgomery GCM Grosvenor Holdings LLC | 4.14M | $122.94M | $193.59M | $70.64M | 57.46% |
Christopher Borris Hook Mi LLCapital Partners LP | 441,420 | $16.54M | $20.76M | $4.22M | 25.53% |
Mariana Coli Dunhill Financial LLC | 3 | $134.94 | $139.8 | $4.86 | 3.6% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 85 | $3,823 | $3,587.85 | -$235.15 | -6.15% |
Lukas Lindgren Abound Wealth Management | 109 | $3,227 | $5,095.75 | $1,868.75 | 57.91% |
Drew Phillips Fortitude Family Office LLC | 71 | $2,876.91 | $3,253.22 | $376.31 | 13.08% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 39 | $1,433.64 | $1,823.25 | $389.61 | 27.18% |
David D. Jones Applied Finance Capital Management LLC | 6,596 | $296,688.17 | $304,966.06 | $8,277.89 | 2.79% |
Kevin Kroskey True Wealth Design LLC | 117 | $5,262.8 | $5,469.75 | $206.95 | 3.93% |