| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Swift Benchmark Investment Advisors LLC | 2,962 | $1.44M | $4.32M | $2.88M | 200.52% |
W. Travis McKinney HB Wealth Management LLC | 3,379 | $2.97M | $5.01M | $2.04M | 68.75% |
| LF Lukas Feh LGT Group Foundation | 3,231 | $3.99M | $4.72M | $733,545.38 | 18.38% |
| MC mike Chen Byrne Asset Management LLC | 85 | $27,163.99 | $123,818.65 | $96,654.66 | 355.82% |
Courtney Lawson Autumn Glory Partners LLC | 221 | $207,594.19 | $322,548.39 | $114,954.2 | 55.37% |
William Jollie Quent Capital LLC | 116 | $146,861.2 | $171,827.32 | $24,966.12 | 17% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 343 | $511,583.01 | $501,548.32 | -$10,034.69 | -1.96% |
Missy Straw Nilsine Partners LLC | 115 | $227,924 | $168,245.57 | -$59,678.43 | -26.18% |
Dalila Toledo Ascent Group LLC | 133 | $263,599.34 | $191,645.02 | -$71,954.32 | -27.3% |
| EM Erin Mccann Simplicity Wealth LLC | 303 | $488,380.28 | $443,173.86 | -$45,206.42 | -9.26% |
Ed West Values First Advisors Inc. | 12 | $23,783.4 | $17,482.86 | -$6,300.54 | -26.49% |
Michael Byun SageView Advisory Group LLC | 289 | $272,885.02 | $421,763.71 | $148,878.69 | 54.56% |
Taro Kuriyama Axq Capita LLP | 1,096 | $1.51M | $1.59M | $79,646.16 | 5.27% |
Molly Crider Walker Asset Management LLC | 306 | $164,080.26 | $446,925.24 | $282,844.98 | 172.38% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 8,302 | $14.97M | $12.2M | -$2.77M | -18.49% |
Mark Fiskio Empirical Asset Management LLC | 135 | $267,563.24 | $197,210.02 | -$70,353.22 | -26.29% |
Timothy Gerlach Novem Group | 207 | $177,567.2 | $302,388.7 | $124,821.5 | 70.3% |
Daniel Ronan Catalyst Financial Partners LLC | 347 | $348,363.9 | $506,967 | $158,603.1 | 45.53% |
Eric Dahm Range Financial Group LLC | 277 | $381,980.23 | $404,982.31 | $23,002.08 | 6.02% |
Jeffrey Gilbert Balboa Wealth Partners | 286 | $186,678.3 | $417,053.78 | $230,375.48 | 123.41% |