| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 714 | $49,637.26 | $60,511.5 | $10,874.24 | 21.91% |
Andrew Burkey Joseph Group Capital Management | 115 | $7,745.25 | $9,998.1 | $2,252.85 | 29.09% |
Bill McVay Red Tortoise LLC | 40 | $4,529.6 | $3,338 | -$1,191.6 | -26.31% |
| MWM Marion Wealth Management Marion Wealth Management | 4,098 | $276,000.3 | $346,330.59 | $70,330.29 | 25.48% |
W. Travis McKinney HB Wealth Management LLC | 7,474 | $495,982.22 | $623,705.3 | $127,723.08 | 25.75% |
William Jollie Quent Capital LLC | 1,190 | $80,075.1 | $100,852.5 | $20,777.4 | 25.95% |
Dalila Toledo Ascent Group LLC | 12,447 | $1.26M | $1.05M | -$206,047.93 | -16.39% |
| EM Erin Mccann Simplicity Wealth LLC | 3,007 | $202,521.45 | $261,428.58 | $58,907.13 | 29.09% |
James Peterson Nearwater Capital Markets Ltd. | 1.25M | $84.19M | $112.19M | $28M | 33.26% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 10,567 | $711,687.45 | $881,816.15 | $170,128.7 | 23.9% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 5,513 | $712,551.89 | $466,840.84 | -$245,711.05 | -34.48% |
CJ Harrison DecisionPoint Financial LLC | 8 | $669 | $675.76 | $6.76 | 1.01% |
| JG John Ginter Callan Family Office LLC | 6,452 | $555,179.05 | $544,710.1 | -$10,468.95 | -1.89% |
Amna Ali Khan GDS Wealth Management | 285,219 | $23.16M | $24.12M | $962,612.36 | 4.16% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,962 | $319,987.65 | $334,670.14 | $14,682.49 | 4.59% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 110,318 | $13.92M | $9.31M | -$4.61M | -33.1% |
Rachel Faulk Cape Investment Advisory Inc. | 8,111 | $538,326.76 | $685,136.17 | $146,809.41 | 27.27% |
Mariana Coli Dunhill Financial LLC | 9 | $596.47 | $759.82 | $163.35 | 27.39% |
Lukas Lindgren Abound Wealth Management | 11 | $690.95 | $928.67 | $237.72 | 34.4% |
Drew Phillips Fortitude Family Office LLC | 193 | $13,038.84 | $16,294.02 | $3,255.18 | 24.97% |