| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Ramsay Wealthspan Partners LLC | 800 | $204,752 | $598,727.98 | $393,975.98 | 192.42% |
Ana-Maria Ignat Covestor Ltd | 16 | $5,076.32 | $11,064.32 | $5,988 | 117.96% |
James Langer Redmont Wealth Advisors LLC | 2,207 | $483,484.12 | $1.6M | $1.11M | 230.49% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 692 | $227,453.48 | $501,008 | $273,554.52 | 120.27% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 1,526 | $399,474.58 | $1.1M | $704,906.88 | 176.46% |
W. Travis McKinney HB Wealth Management LLC | 1,169 | $687,304.24 | $846,356 | $159,051.76 | 23.14% |
| LF Lukas Feh LGT Group Foundation | 1,336 | $736,496.72 | $923,202.75 | $186,706.03 | 25.35% |
William Jollie Quent Capital LLC | 751 | $133,146.88 | $519,331.54 | $386,184.66 | 290.04% |
Dalila Toledo Ascent Group LLC | 1,142 | $473,709.31 | $826,808 | $353,098.69 | 74.54% |
Michael Byun SageView Advisory Group LLC | 303 | $168,174.78 | $209,379.07 | $41,204.29 | 24.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,417 | $510,804.14 | $1.03M | $515,103.86 | 100.84% |
CJ Harrison DecisionPoint Financial LLC | 1 | $758 | $748.53 | -$9.47 | -1.25% |
| JG John Ginter Callan Family Office LLC | 971 | $497,190.13 | $685,487.16 | $188,297.03 | 37.87% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 359 | $145,362.74 | $259,916 | $114,553.26 | 78.81% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 10,065 | $6.78M | $7.29M | $506,824.57 | 7.48% |
Rachel Faulk Cape Investment Advisory Inc. | 14 | $10,609 | $10,477.74 | -$131.26 | -1.24% |
Mariana Coli Dunhill Financial LLC | 9 | $6,000.23 | $6,219.18 | $218.95 | 3.65% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 292 | $221,265.92 | $218,535.71 | -$2,730.21 | -1.23% |
Lukas Lindgren Abound Wealth Management | 1 | $551.27 | $724 | $172.73 | 31.33% |
Drew Phillips Fortitude Family Office LLC | 63 | $37,542.76 | $45,612 | $8,069.24 | 21.49% |