| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 5,909 | $1.66M | $1.78M | $120,063.81 | 7.22% |
William Jollie Quent Capital LLC | 75 | $21,508.95 | $22,637.25 | $1,128.3 | 5.25% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 830 | $224,058.51 | $240,484.19 | $16,425.68 | 7.33% |
Missy Straw Nilsine Partners LLC | 1,020 | $421,405.09 | $303,878.4 | -$117,526.69 | -27.89% |
Dalila Toledo Ascent Group LLC | 897 | $209,557.14 | $267,682.74 | $58,125.6 | 27.74% |
| EM Erin Mccann Simplicity Wealth LLC | 986 | $230,349.32 | $299,280.58 | $68,931.26 | 29.92% |
Mark Fiskio Empirical Asset Management LLC | 2,399 | $677,422.36 | $714,710.08 | $37,287.72 | 5.5% |
Daniel Ronan Catalyst Financial Partners LLC | 1,120 | $257,690 | $333,726.4 | $76,036.4 | 29.51% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,269 | $576,938.16 | $383,022.27 | -$193,915.89 | -33.61% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,804 | $392,643.43 | $542,318.48 | $149,675.05 | 38.12% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 6 | $2,407 | $1,819.68 | -$587.32 | -24.4% |
CJ Harrison DecisionPoint Financial LLC | 1 | $233.62 | $301.83 | $68.21 | 29.2% |
| JG John Ginter Callan Family Office LLC | 1,450 | $618,582.43 | $438,958.5 | -$179,623.93 | -29.04% |
Rodrigo Diaz Plan Group Financial LLC | 939 | $216,045 | $279,042.63 | $62,997.63 | 29.16% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,212 | $339,119.6 | $365,817.95 | $26,698.35 | 7.87% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 8,942 | $3.63M | $2.67M | -$957,057.94 | -26.4% |
Rachel Faulk Cape Investment Advisory Inc. | 13 | $3,509 | $3,923.79 | $414.79 | 11.82% |
Mariana Coli Dunhill Financial LLC | 2 | $523.81 | $603.66 | $79.85 | 15.24% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 33 | $9,576 | $9,847.86 | $271.86 | 2.84% |
Drew Phillips Fortitude Family Office LLC | 15 | $3,890.2 | $4,527.45 | $637.25 | 16.38% |