| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 2,493 | $200,387.34 | $220,455.99 | $20,068.65 | 10.01% |
Owen Schrum Schrum Private Wealth Management LLC | 1,746 | $140,343.48 | $168,139.8 | $27,796.32 | 19.81% |
Timothy Gerlach Novem Group | 10,008 | $745,073 | $881,304.46 | $136,231.46 | 18.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,685 | $595,604.05 | $412,561.09 | -$183,042.96 | -30.73% |
Nadine Hofstetter Northwest Bank & Trust Co. | 66 | $11,449 | $5,811.96 | -$5,637.04 | -49.24% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 475 | $45,329.25 | $41,828.5 | -$3,500.75 | -7.72% |
CJ Harrison DecisionPoint Financial LLC | 13 | $1,121.59 | $1,150.11 | $28.52 | 2.54% |
| JG John Ginter Callan Family Office LLC | 33,928 | $2.92M | $3.29M | $372,860.19 | 12.76% |
| TIM Tevis Investment Management Tevis Investment Management | 10,543 | $1.21M | $932,317.49 | -$276,075.4 | -22.85% |
Anita Woodhouse V-Square Quantitative Management LLC | 911 | $78,592.01 | $80,222.66 | $1,630.65 | 2.07% |
Rachel Faulk Cape Investment Advisory Inc. | 832 | $66,906 | $73,573.76 | $6,667.76 | 9.97% |
Mariana Coli Dunhill Financial LLC | 244 | $19,612 | $23,497.2 | $3,885.2 | 19.81% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 172 | $14,838 | $15,146.32 | $308.32 | 2.08% |
Lukas Lindgren Abound Wealth Management | 4 | $297.82 | $352.24 | $54.42 | 18.27% |
Brian Dechow SWAN Capital LLC | 43 | $5,421 | $4,040.28 | -$1,380.72 | -25.47% |
Bert D. Barre Colonial Trust Co. / SC | 1,208 | $195,698.13 | $117,308.88 | -$78,389.25 | -40.06% |
Victoria Latham Fiduciary Alliance LLC | 18,250 | $1.41M | $1.61M | $197,720.13 | 14.03% |
Loni Adams Daymark Wealth Partners LLC | 5,157 | $754,010.09 | $454,125.41 | -$299,884.68 | -39.77% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,830 | $392,659.41 | $337,269.79 | -$55,389.62 | -14.11% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 14,410 | $1.16M | $1.39M | $229,407 | 19.81% |