| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 1,177 | $402,845.85 | $438,879.76 | $36,033.91 | 8.94% |
Ana-Maria Ignat Covestor Ltd | 356 | $112,083.04 | $135,479.36 | $23,396.32 | 20.87% |
Kathleen Thornhill Confluence Wealth Services Inc. | 525 | $210,491.79 | $199,358.26 | -$11,133.53 | -5.29% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 998 | $198,537.26 | $377,124.24 | $178,586.98 | 89.95% |
W. Travis McKinney HB Wealth Management LLC | 3,278 | $1.45M | $1.25M | -$202,696.56 | -13.98% |
Kenyon Lederer Pinnacle Wealth Management LLC | 3,593 | $2.22M | $1.33M | -$882,476.84 | -39.82% |
William Jollie Quent Capital LLC | 47 | $20,454.28 | $17,886.32 | -$2,567.96 | -12.55% |
| EM Erin Mccann Simplicity Wealth LLC | 1,026 | $632,877.87 | $384,421.68 | -$248,456.19 | -39.26% |
Nichole Raftopoulos Nvest Financial LLC | 1,500 | $254,565 | $569,595 | $315,030 | 123.75% |
Louis A. Parks Tyro Capital Management LLC | 65,197 | $16.78M | $23.94M | $7.17M | 42.72% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 31,165 | $15.89M | $11.79M | -$4.1M | -25.81% |
Daniel Ronan Catalyst Financial Partners LLC | 501 | $309,037 | $190,244.74 | -$118,792.26 | -38.44% |
Sean Murray Quantum Financial Advisors LLC | 368 | $226,997.13 | $139,994.56 | -$87,002.57 | -38.33% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5 | $1,576.57 | $1,871.3 | $294.73 | 18.69% |
Nolan Baker Retirement Guys Formula LLC | 586 | $184,496.24 | $222,521.78 | $38,025.54 | 20.61% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,516 | $6.49M | $3.94M | -$2.55M | -39.33% |
CJ Harrison DecisionPoint Financial LLC | 1 | $611 | $380.56 | -$230.44 | -37.72% |
| JG John Ginter Callan Family Office LLC | 542 | $334,328 | $204,729.66 | -$129,598.34 | -38.76% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 649 | $261,593.29 | $246,444.77 | -$15,148.52 | -5.79% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 379 | $233,782.37 | $143,917.67 | -$89,864.7 | -38.44% |