| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,399 | $34,863.08 | $38,906.19 | $4,043.11 | 11.6% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,010 | $16,625.4 | $28,088.1 | $11,462.7 | 68.95% |
Penny A. Phillips Journey Strategic Wealth LLC | 9,908 | $277,546.72 | $275,541.48 | -$2,005.24 | -0.72% |
Tyler Glazier New Millennium Group LLC | 311 | $6,641.12 | $8,648.91 | $2,007.79 | 30.23% |
Andrew Burkey Joseph Group Capital Management | 422 | $12,056.54 | $12,520.74 | $464.2 | 3.85% |
David Jarvis Corton Capital Inc. | 10,645 | $307,746.95 | $296,037.45 | -$11,709.5 | -3.8% |
James Langer Redmont Wealth Advisors LLC | 430 | $8,397.9 | $11,958.3 | $3,560.4 | 42.4% |
W. Travis McKinney HB Wealth Management LLC | 40,917 | $864,625.23 | $1.14M | $273,276.54 | 31.61% |
| MC mike Chen Byrne Asset Management LLC | 370 | $7,154.9 | $10,977.9 | $3,823 | 53.43% |
Amanda Hawley Atria Wealth Solutions Inc. | 40,413 | $706,960.06 | $1.12M | $416,925.47 | 58.97% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 727 | $17,970.64 | $20,217.87 | $2,247.23 | 12.51% |
Nadine Hofstetter Northwest Bank & Trust Co. | 124 | $2,085.2 | $3,448.44 | $1,363.24 | 65.38% |
David Hunter Horizons Wealth Management | 100 | $865 | $2,781 | $1,916 | 221.5% |
Sheryl Stephens Stephens Consulting LLC | 565 | $11,093.41 | $15,712.65 | $4,619.24 | 41.64% |
Kevin Kroskey True Wealth Design LLC | 4,251 | $113,955.86 | $118,220.31 | $4,264.45 | 3.74% |
Jill Batley Gateway Wealth Partners LLC | 21,137 | $571,813.89 | $587,819.97 | $16,006.08 | 2.8% |
Courtney Holt Compound Planning, Inc. | 24,680 | $500,834.09 | $686,350.8 | $185,516.71 | 37.04% |
| BF Brian Falahee Delta Global Management LP | 206,898 | $5.77M | $5.72M | -$46,535.2 | -0.81% |
Mathieu Cornu Pictet Asset Management Holding SA | 431,991 | $6.87M | $12.01M | $5.14M | 74.8% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 418,642 | $10.27M | $11.64M | $1.37M | 13.35% |