| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 1,832 | $335,925.09 | $355,444.64 | $19,519.55 | 5.81% |
Ana-Maria Ignat Covestor Ltd | 100 | $14,408.04 | $19,560 | $5,151.96 | 35.76% |
Kathryn Brown Morton Brown Family Wealth LLC | 3 | $527.34 | $606.12 | $78.78 | 14.94% |
| CC Cheung Chan Chemistry Wealth Management LLC | 1,548 | $212,199.84 | $306,705.24 | $94,505.4 | 44.54% |
Andrew Burkey Joseph Group Capital Management | 59 | $11,405.49 | $11,932.75 | $527.26 | 4.62% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,910 | $370,889.77 | $387,152.22 | $16,262.45 | 4.38% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,093 | $367,907.54 | $422,869.72 | $54,962.18 | 14.94% |
Bill McVay Red Tortoise LLC | 61 | $8,343.58 | $12,372.11 | $4,028.53 | 48.28% |
W. Travis McKinney HB Wealth Management LLC | 7,291 | $1.18M | $1.43M | $241,160.86 | 20.35% |
Taylor Fairman Eagle Rock Investment Company LLC | 27,128 | $3.78M | $5.36M | $1.58M | 41.83% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,519 | $432,002.51 | $509,895.98 | $77,893.47 | 18.03% |
Gregory Wood Concorde Financial Corp. | 35,915 | $5.92M | $7.01M | $1.09M | 18.35% |
William Jollie Quent Capital LLC | 555 | $81,446.66 | $108,558 | $27,111.34 | 33.29% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,223 | $214,978.94 | $244,850.71 | $29,871.77 | 13.9% |
Dalila Toledo Ascent Group LLC | 14,005 | $2.17M | $2.73M | $557,379.15 | 25.7% |
Ed West Values First Advisors Inc. | 15,091 | $2.65M | $2.99M | $340,302.05 | 12.83% |
Michael Byun SageView Advisory Group LLC | 1,929 | $310,839.42 | $391,085.46 | $80,246.04 | 25.82% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,192 | $219,268.4 | $236,230.55 | $16,962.15 | 7.74% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 16,288 | $2.54M | $3.19M | $641,795.91 | 25.23% |
Jason Matthews Kfg Wealth Management LLC | 2,520 | $414,709.44 | $499,930.2 | $85,220.76 | 20.55% |