| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 17,183 | $591,628.19 | $1.03M | $438,664.49 | 74.15% |
Ana-Maria Ignat Covestor Ltd | 212 | $8,168.09 | $13,389.92 | $5,221.83 | 63.93% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,161 | $505,870.42 | $549,293.56 | $43,423.14 | 8.58% |
Samantha Pierangeli City State Bank | 635 | $23,056.85 | $38,074.6 | $15,017.75 | 65.13% |
William Jollie Quent Capital LLC | 35 | $1,819.65 | $2,210.6 | $390.95 | 21.48% |
| KB Kimberly Byrne Bill Few Associates Inc. | 7,783 | $439,883.93 | $466,668.68 | $26,784.75 | 6.09% |
Penny Paul Andina Capital Management LLC | 3,942 | $223,550.66 | $256,072.32 | $32,521.66 | 14.55% |
Timothy Gerlach Novem Group | 20,231 | $918,920.78 | $1.21M | $294,129.98 | 32.01% |
Daniel Ronan Catalyst Financial Partners LLC | 6,187 | $350,865.09 | $370,972.52 | $20,107.43 | 5.73% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,634 | $205,378.88 | $277,854.64 | $72,475.76 | 35.29% |
CJ Harrison DecisionPoint Financial LLC | 5 | $277 | $324.8 | $47.8 | 17.26% |
Rachel Faulk Cape Investment Advisory Inc. | 2,178 | $120,281 | $141,482.88 | $21,201.88 | 17.63% |
Mariana Coli Dunhill Financial LLC | 1 | $52.07 | $63.18 | $11.11 | 21.34% |
Drew Phillips Fortitude Family Office LLC | 87 | $4,633.09 | $5,216.52 | $583.43 | 12.59% |
Brian Matter Creative Capital Management Investments LLC | 34 | $1,877.48 | $2,038.64 | $161.16 | 8.58% |
| QS Quentin Stoker Gallacher Capital Management LLC | 4,741 | $261,792 | $284,270.36 | $22,478.36 | 8.59% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1 | $56.68 | $64.96 | $8.28 | 14.61% |
Moises Valladares Insigneo Advisory Services LLC | 3,938 | $223,256.9 | $252,543.94 | $29,287.04 | 13.12% |
Paul B. Ordonio Park Place Capital Corp. | 7,381 | $409,694.62 | $473,343.53 | $63,648.91 | 15.54% |
Kevin Kroskey True Wealth Design LLC | 7 | $338.24 | $419.72 | $81.48 | 24.09% |