| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 447 | $25,599.69 | $30,780.42 | $5,180.73 | 20.24% |
Bill McVay Red Tortoise LLC | 172 | $9,059.24 | $11,843.92 | $2,784.68 | 30.74% |
| WTM W. Travis McKinney HB Wealth Management LLC | 4,312 | $249,449.2 | $296,924.32 | $47,475.12 | 19.03% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $48.13 | $68.86 | $20.73 | 43.07% |
| GW Gregory Wood Concorde Financial Corp. | 69,903 | $3.69M | $4.81M | $1.12M | 30.38% |
| WJ William Jollie Quent Capital LLC | 444 | $23,241.28 | $30,573.84 | $7,332.56 | 31.55% |
Michael Byun SageView Advisory Group LLC | 170 | $9,736 | $11,706.2 | $1,970.2 | 20.24% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 386 | $22,106.22 | $26,579.96 | $4,473.74 | 20.24% |
Albert Moore First National Advisers LLC | 35,569 | $1.86M | $2.45M | $593,806.47 | 32% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 58,965 | $3.1M | $4.06M | $961,257.45 | 31.02% |
Mariana Coli Dunhill Financial LLC | 6 | $330.86 | $413.16 | $82.3 | 24.87% |
Lukas Lindgren Abound Wealth Management | 3 | $159 | $206.58 | $47.58 | 29.92% |
Bert D. Barre Colonial Trust Co. / SC | 62 | $3,108.06 | $4,269.32 | $1,161.26 | 37.36% |
| YG Youse Guia DoubleLine ETF Adviser LP | 6,850 | $380,664.14 | $471,691 | $91,026.86 | 23.91% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 17 | $973.59 | $1,170.62 | $197.03 | 20.24% |
Ashley Buboltz Moran Wealth Management LLC | 19,705 | $951,792.52 | $1.36M | $405,093.78 | 42.56% |
Kevin Kroskey True Wealth Design LLC | 1,754 | $87,535.7 | $120,780.44 | $33,244.74 | 37.98% |
| DD Damir Durkovic Entropy Technologies, LP | 50,754 | $2.88M | $3.49M | $614,075.9 | 21.32% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 387 | $23,476.78 | $26,648.82 | $3,172.04 | 13.51% |
Alexandra Stickelman Root Financial Partners, LLC | 250 | $14,444.59 | $17,215 | $2,770.41 | 19.18% |