| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 1,288 | $342,658.94 | $358,978.48 | $16,319.54 | 4.76% |
Jeremy Baltz Raleigh Capital Management Inc. | 4 | $1,064.08 | $1,114.56 | $50.48 | 4.74% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,570 | $406,915.18 | $437,574.7 | $30,659.52 | 7.53% |
William Jollie Quent Capital LLC | 731 | $146,033.93 | $203,419.02 | $57,385.09 | 39.3% |
Dalila Toledo Ascent Group LLC | 10,353 | $2.51M | $2.88M | $374,177.48 | 14.93% |
| EM Erin Mccann Simplicity Wealth LLC | 1,106 | $291,135.53 | $307,971.23 | $16,835.7 | 5.78% |
Nichole Raftopoulos Nvest Financial LLC | 6,394 | $1.74M | $1.78M | $42,392.96 | 2.44% |
Taro Kuriyama Axq Capita LLP | 7,497 | $2.04M | $2.09M | $47,242.58 | 2.32% |
Jason Matthews Kfg Wealth Management LLC | 2,357 | $634,390.07 | $655,835.25 | $21,445.18 | 3.38% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,127 | $536,577.92 | $591,944.1 | $55,366.18 | 10.32% |
Mark Fiskio Empirical Asset Management LLC | 1,279 | $316,835.85 | $355,830.59 | $38,994.74 | 12.31% |
Daniel Ronan Catalyst Financial Partners LLC | 1,267 | $326,639.77 | $352,283.01 | $25,643.24 | 7.85% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,369 | $2.01M | $2.61M | $592,754.9 | 29.44% |
Edward Lowndes Angeles Wealth Management LLC | 2,296 | $574,497.29 | $638,655.36 | $64,158.07 | 11.17% |
Benjamin Cauley Carr Financial Group Corp. | 901 | $150,516.15 | $250,554.58 | $100,038.43 | 66.46% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 11,982 | $2.89M | $3.33M | $446,657.21 | 15.48% |
| TL Tradewinds LLC Tradewinds LLC | 10,000 | $2.79M | $2.78M | -$5,699.9 | -0.2% |
Brad Saenz Coastwise Capital Group LLC | 775 | $215,922.74 | $215,473.25 | -$449.49 | -0.21% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 5,933 | $944,059.87 | $1.65M | $706,233.74 | 74.81% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 918 | $251,387.8 | $255,360.06 | $3,972.26 | 1.58% |