| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 25 | $1,976.93 | $3,005.5 | $1,028.57 | 52.03% |
Penny A. Phillips Journey Strategic Wealth LLC | 7,922 | $568,745.43 | $953,095.82 | $384,350.39 | 67.58% |
Ana-Maria Ignat Covestor Ltd | 179 | $9,615.88 | $22,000.89 | $12,385.01 | 128.8% |
Kathryn Brown Morton Brown Family Wealth LLC | 6 | $670.5 | $721.65 | $51.15 | 7.63% |
| CC Cheung Chan Chemistry Wealth Management LLC | 9,310 | $452,813.05 | $1.14M | $688,825.7 | 152.12% |
Andrew Burkey Joseph Group Capital Management | 263 | $25,229.84 | $31,736.21 | $6,506.37 | 25.79% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,918 | $214,336.5 | $229,776.4 | $15,439.9 | 7.2% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,494 | $523,245.08 | $897,068.52 | $373,823.44 | 71.44% |
James Langer Redmont Wealth Advisors LLC | 71 | $4,808.83 | $8,593.13 | $3,784.3 | 78.69% |
Samantha Pierangeli City State Bank | 50 | $2,073.5 | $6,013 | $3,939.5 | 189.99% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 2,538 | $230,851.9 | $310,881.14 | $80,029.24 | 34.67% |
W. Travis McKinney HB Wealth Management LLC | 26,770 | $1.94M | $3.29M | $1.35M | 69.79% |
William Jollie Quent Capital LLC | 3,731 | $241,851.5 | $458,577.21 | $216,725.71 | 89.61% |
Missy Straw Nilsine Partners LLC | 2,582 | $226,913.22 | $309,982.01 | $83,068.79 | 36.61% |
Dalila Toledo Ascent Group LLC | 21,684 | $1.63M | $2.61M | $972,782.69 | 59.5% |
| EM Erin Mccann Simplicity Wealth LLC | 2,907 | $276,349.05 | $358,636.59 | $82,287.54 | 29.78% |
Daniel Ronan Catalyst Financial Partners LLC | 2,479 | $228,727.74 | $298,161.72 | $69,433.98 | 30.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,430 | $770,332.42 | $1.77M | $1M | 130.24% |
Sean Murray Quantum Financial Advisors LLC | 1,931 | $215,789.25 | $232,666.19 | $16,876.94 | 7.82% |
Edward Lowndes Angeles Wealth Management LLC | 2,768 | $218,336.4 | $331,606.4 | $113,270 | 51.88% |