| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 11,346 | $482,099.23 | $515,505.51 | $33,406.28 | 6.93% |
Ana-Maria Ignat Covestor Ltd | 476 | $19,187.44 | $21,681.8 | $2,494.36 | 13% |
Sean Reitenbach Prosperity Consulting Group LLC | 22,364 | $994,423.59 | $1.02M | $21,125.65 | 2.12% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,805 | $460,951.71 | $490,655.05 | $29,703.34 | 6.44% |
David Jarvis Corton Capital Inc. | 4,689 | $214,849.98 | $211,989.69 | -$2,860.29 | -1.33% |
Bill McVay Red Tortoise LLC | 66 | $2,768.04 | $2,997.06 | $229.02 | 8.27% |
Samantha Pierangeli City State Bank | 660 | $27,680.4 | $29,983.8 | $2,303.4 | 8.32% |
W. Travis McKinney HB Wealth Management LLC | 17,626 | $752,520.81 | $802,864.3 | $50,343.49 | 6.69% |
| MC mike Chen Byrne Asset Management LLC | 142 | $6,728.96 | $6,448.22 | -$280.74 | -4.17% |
Jeremy Baltz Raleigh Capital Management Inc. | 56,519 | $2.49M | $2.57M | $77,138.96 | 3.1% |
| LWL Leo Wealth LLC Leo Wealth LLC | 24,620 | $1.1M | $1.12M | $16,970.03 | 1.54% |
William Jollie Quent Capital LLC | 1,536 | $70,694.23 | $69,964.8 | -$729.43 | -1.03% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 7,482 | $308,552.87 | $338,261.22 | $29,708.35 | 9.63% |
Marc H. Stone Tyler-Stone Wealth Management | 32,427 | $1.34M | $1.47M | $131,791.49 | 9.83% |
Dalila Toledo Ascent Group LLC | 49,162 | $2.04M | $2.23M | $197,145.84 | 9.68% |
| EM Erin Mccann Simplicity Wealth LLC | 6,059 | $277,744.05 | $275,654.2 | -$2,089.85 | -0.75% |
Michael Byun SageView Advisory Group LLC | 6,669 | $294,814.13 | $302,839.29 | $8,025.16 | 2.72% |
Taro Kuriyama Axq Capita LLP | 41,580 | $1.98M | $1.89M | -$85,446.7 | -4.32% |
Katie Christensen iSAM Funds UKK) Ltd | 18,700 | $888,998 | $845,427 | -$43,571 | -4.9% |
David K. Balsdon Harvest Portfolios Group Inc. | 288,530 | $12.63M | $13.04M | $413,701.97 | 3.28% |