| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 2,120 | $271,521.77 | $375,070.4 | $103,548.63 | 38.14% |
Ana-Maria Ignat Covestor Ltd | 675 | $103,859.08 | $120,224.25 | $16,365.17 | 15.76% |
W. Travis McKinney HB Wealth Management LLC | 2,095 | $294,723.97 | $373,140.45 | $78,416.48 | 26.61% |
Ed West Values First Advisors Inc. | 1,865 | $205,305.74 | $332,184.47 | $126,878.73 | 61.8% |
Taro Kuriyama Axq Capita LLP | 3,633 | $582,370 | $649,471.41 | $67,101.41 | 11.52% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,352 | $208,559.52 | $240,804.72 | $32,245.2 | 15.46% |
CJ Harrison DecisionPoint Financial LLC | 1,640 | $265,022.14 | $292,100.4 | $27,078.26 | 10.22% |
| JG John Ginter Callan Family Office LLC | 1,385 | $240,563.15 | $247,845.75 | $7,282.6 | 3.03% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 7,667 | $1.19M | $1.36M | $170,313.19 | 14.33% |
Rachel Faulk Cape Investment Advisory Inc. | 19 | $3,046 | $3,384.09 | $338.09 | 11.1% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 15 | $2,580 | $2,659.2 | $79.2 | 3.07% |
Drew Phillips Fortitude Family Office LLC | 47 | $8,366.67 | $8,371.17 | $4.5 | 0.05% |
Bert D. Barre Colonial Trust Co. / SC | 142 | $13,355.66 | $25,404.51 | $12,048.85 | 90.22% |
Brian Matter Creative Capital Management Investments LLC | 11 | $1,747.79 | $1,959.21 | $211.42 | 12.1% |
Stephen Smith Kestra Investment Management LLC | 9,068 | $1.47M | $1.61M | $138,242.53 | 9.42% |
Paul B. Ordonio Park Place Capital Corp. | 421 | $39,830.81 | $75,306.75 | $35,475.94 | 89.07% |
Kevin Kroskey True Wealth Design LLC | 61 | $10,587.54 | $10,864.71 | $277.17 | 2.62% |
Jill Batley Gateway Wealth Partners LLC | 3,685 | $732,804.71 | $653,037.27 | -$79,767.44 | -10.89% |
Beth Zilka Baron Wealth Management LLC | 2,305 | $219,863 | $408,469.05 | $188,606.05 | 85.78% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 2,486 | $398,506 | $440,158.73 | $41,652.73 | 10.45% |