| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 1,520 | $237,505.2 | $266,638.4 | $29,133.2 | 12.27% |
Tyler Glazier New Millennium Group LLC | 45 | $7,979.85 | $7,902.67 | -$77.18 | -0.97% |
Ana-Maria Ignat Covestor Ltd | 98 | $15,351.16 | $17,098.06 | $1,746.9 | 11.38% |
Andrew Burkey Joseph Group Capital Management | 166 | $29,892.81 | $29,152.09 | -$740.72 | -2.48% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,000 | $350,987.21 | $348,900 | -$2,087.21 | -0.59% |
Samantha Pierangeli City State Bank | 223 | $25,905.9 | $39,109.74 | $13,203.84 | 50.97% |
W. Travis McKinney HB Wealth Management LLC | 13,240 | $2.07M | $2.31M | $241,754.9 | 11.69% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 6,493 | $1.04M | $1.15M | $113,822.69 | 10.99% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 245 | $35,607.33 | $43,254.75 | $7,647.42 | 21.48% |
Jeremy Baltz Raleigh Capital Management Inc. | 13 | $2,342.73 | $2,264.08 | -$78.65 | -3.36% |
Allison Tronnes Forum Financial Management LP | 1,972 | $268,447.93 | $346,263.48 | $77,815.55 | 28.99% |
William Jollie Quent Capital LLC | 886 | $154,102.98 | $154,580.42 | $477.44 | 0.31% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,320 | $416,625.6 | $408,737.6 | -$7,888 | -1.89% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 4,964 | $804,360.25 | $866,069.08 | $61,708.83 | 7.67% |
Jonathan Straus Commons Capital LLC | 1,466 | $255,853.4 | $252,225.3 | -$3,628.1 | -1.42% |
Missy Straw Nilsine Partners LLC | 2,261 | $344,450.74 | $396,794.19 | $52,343.45 | 15.2% |
Dalila Toledo Ascent Group LLC | 1,282 | $231,012.84 | $224,837.16 | -$6,175.68 | -2.67% |
| EM Erin Mccann Simplicity Wealth LLC | 1,717 | $309,371.43 | $295,049.28 | -$14,322.15 | -4.63% |
Owen Schrum Schrum Private Wealth Management LLC | 1,492 | $244,529.31 | $259,533.4 | $15,004.09 | 6.14% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 134 | $19,200.86 | $23,360.22 | $4,159.36 | 21.66% |