| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 3,297 | $215,821.62 | $300,900.7 | $85,079.08 | 39.42% |
Lisa Cooper Figure 8 Investment Strategies LLC | 31,486 | $1.18M | $2.97M | $1.79M | 151.85% |
Tyler Glazier New Millennium Group LLC | 112 | $3,302.88 | $10,362.64 | $7,059.76 | 213.75% |
Joshua Moeller Hill Island Financial LLC | 1,897 | $307,446.79 | $184,065.91 | -$123,380.88 | -40.13% |
Ana-Maria Ignat Covestor Ltd | 533 | $30,898.01 | $52,500.5 | $21,602.49 | 69.92% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,292 | $209,394.44 | $118,650.04 | -$90,744.4 | -43.34% |
Samantha Pierangeli City State Bank | 52 | $8,427.64 | $4,746.56 | -$3,681.08 | -43.68% |
W. Travis McKinney HB Wealth Management LLC | 9,502 | $426,830.21 | $935,947 | $509,116.79 | 119.28% |
Jeremy Baltz Raleigh Capital Management Inc. | 190 | $30,793.3 | $17,426.8 | -$13,366.5 | -43.41% |
William Jollie Quent Capital LLC | 379 | $35,463.34 | $37,331.5 | $1,868.16 | 5.27% |
Missy Straw Nilsine Partners LLC | 2,168 | $141,917.28 | $200,128.08 | $58,210.8 | 41.02% |
Dalila Toledo Ascent Group LLC | 4,050 | $656,383.5 | $369,684 | -$286,699.5 | -43.68% |
Michael Byun SageView Advisory Group LLC | 1,351 | $218,958 | $124,073.81 | -$94,884.19 | -43.33% |
Taro Kuriyama Axq Capita LLP | 30,818 | $4.99M | $2.92M | -$2.07M | -41.5% |
Dan Mohr Retireful LLC | 3,260 | $528,348.2 | $312,242.8 | -$216,105.4 | -40.9% |
Samuel Miller Kraft, Davis & Associates LLC | 1,899 | $307,770.93 | $179,721.36 | -$128,049.57 | -41.61% |
Timothy Gerlach Novem Group | 1,443 | $233,867 | $133,203.33 | -$100,663.67 | -43.04% |
Daniel Ronan Catalyst Financial Partners LLC | 2,050 | $332,244 | $189,276.5 | -$142,967.5 | -43.03% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,787 | $638,327.04 | $1.26M | $621,192.46 | 97.32% |
Sean Murray Quantum Financial Advisors LLC | 5,499 | $274,541.58 | $510,582.15 | $236,040.57 | 85.98% |