| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 178 | $12,950.58 | $16,986.54 | $4,035.96 | 31.16% |
Stefan Demuth Ameliora Wealth Management Ltd. | 2,100 | $140,910 | $200,970 | $60,060 | 42.62% |
Sean Reitenbach Prosperity Consulting Group LLC | 44,435 | $3.68M | $4.22M | $533,249.13 | 14.47% |
James Langer Redmont Wealth Advisors LLC | 6,287 | $471,336.39 | $599,402.58 | $128,066.19 | 27.17% |
Suzanne Hammer 5th Street Advisors LLC | 49,847 | $4.3M | $4.73M | $432,743.02 | 10.06% |
W. Travis McKinney HB Wealth Management LLC | 7,481 | $632,234.27 | $713,911.83 | $81,677.56 | 12.92% |
| MC mike Chen Byrne Asset Management LLC | 2,119 | $127,754.51 | $201,029.53 | $73,275.02 | 57.36% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 217,032 | $15.18M | $20.86M | $5.67M | 37.38% |
William Jollie Quent Capital LLC | 12 | $1,119.24 | $1,145.16 | $25.92 | 2.32% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 25,743 | $1.77M | $2.47M | $701,474.06 | 39.59% |
Dalila Toledo Ascent Group LLC | 102,374 | $8.8M | $9.71M | $904,093.32 | 10.27% |
| EM Erin Mccann Simplicity Wealth LLC | 2,997 | $279,530.19 | $285,089.62 | $5,559.43 | 1.99% |
Michael Byun SageView Advisory Group LLC | 27,042 | $2.28M | $2.57M | $285,258.72 | 12.51% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 19,434 | $1.36M | $1.85M | $487,845.98 | 35.85% |
Christopher M. Marks Sterling Investment Counsel LLC | 6,711 | $570,747.47 | $643,584.9 | $72,837.43 | 12.76% |
Michael Topley Lansing Street Advisors | 3,300 | $307,791 | $317,130 | $9,339 | 3.03% |
Mark Fiskio Empirical Asset Management LLC | 5,487 | $375,643.55 | $521,649.09 | $146,005.54 | 38.87% |
Timothy Low Forte Asset Management LLC | 2,101 | $204,763.46 | $200,057.22 | -$4,706.24 | -2.3% |
Jim Clark Worth Asset Management LLC | 4,416 | $355,028.38 | $429,765.12 | $74,736.74 | 21.05% |
Edward Lowndes Angeles Wealth Management LLC | 360,720 | $26.56M | $34.22M | $7.66M | 28.85% |