| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Carlson Gould Capital LLC | 23,204 | $758,522.92 | $668,391.22 | -$90,131.7 | -11.88% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,536 | $220,541.88 | $242,635.8 | $22,093.92 | 10.02% |
Ana-Maria Ignat Covestor Ltd | 2,069 | $51,806.54 | $59,235.47 | $7,428.93 | 14.34% |
W. Travis McKinney HB Wealth Management LLC | 6,467 | $177,389.81 | $185,150.21 | $7,760.4 | 4.37% |
William Jollie Quent Capital LLC | 750 | $19,370.91 | $21,472.5 | $2,101.59 | 10.85% |
Patricia A. Thompson Leeward Investments LLC - MA | 861,441 | $19.09M | $25.02M | $5.94M | 31.09% |
Eric Dahm Range Financial Group LLC | 77,622 | $2.1M | $2.24M | $146,331.9 | 6.98% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 25,494 | $592,665.61 | $723,774.66 | $131,109.05 | 22.12% |
CJ Harrison DecisionPoint Financial LLC | 134 | $4,057.12 | $3,836.42 | -$220.7 | -5.44% |
| JG John Ginter Callan Family Office LLC | 42,552 | $1.13M | $1.21M | $86,912.53 | 7.71% |
Amna Ali Khan GDS Wealth Management | 7,335 | $205,013.25 | $210,771.22 | $5,757.97 | 2.81% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 629,386 | $13.07M | $18.41M | $5.34M | 40.85% |
Mariana Coli Dunhill Financial LLC | 5 | $139.75 | $143.15 | $3.4 | 2.43% |
Drew Phillips Fortitude Family Office LLC | 489 | $12,750.01 | $14,000.07 | $1,250.06 | 9.8% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 6,975 | $223,549 | $198,508.5 | -$25,040.5 | -11.2% |
Brian Matter Creative Capital Management Investments LLC | 86 | $2,756.3 | $2,462.18 | -$294.12 | -10.67% |
Sheryl Stephens Stephens Consulting LLC | 2,818 | $72,536 | $79,988.93 | $7,452.93 | 10.27% |
Stephen Smith Kestra Investment Management LLC | 7,199 | $192,276.56 | $204,415.6 | $12,139.04 | 6.31% |
Scott Highmark Mosaic Family Wealth Partners LLC | 7,526 | $207,228.54 | $214,278.77 | $7,050.23 | 3.4% |
David Smith Linden Thomas Advisory Services LLC | 78,775 | $1.88M | $2.24M | $359,418.91 | 19.15% |