| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Straus Commons Capital LLC | 3,560 | $879,882.8 | $1.36M | $485,092.44 | 55.13% |
Missy Straw Nilsine Partners LLC | 3,330 | $809,253.03 | $1.28M | $467,535.6 | 57.77% |
Dalila Toledo Ascent Group LLC | 6,556 | $1.71M | $2.51M | $800,880.33 | 46.76% |
| EM Erin Mccann Simplicity Wealth LLC | 17,930 | $6.26M | $6.92M | $656,846.97 | 10.49% |
Robert Glass AlphaCentric Advisors LLC | 801 | $275,415.12 | $307,119.43 | $31,704.31 | 11.51% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 1,355 | $456,731.9 | $519,534.11 | $62,802.21 | 13.75% |
Michael Byun SageView Advisory Group LLC | 1,058 | $319,169.43 | $414,788.89 | $95,619.46 | 29.96% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,155 | $277,723.78 | $442,850.11 | $165,126.33 | 59.46% |
Katie Christensen iSAM Funds UKK) Ltd | 1,000 | $354,240 | $394,210 | $39,970 | 11.28% |
Kristen Williams Athena Investment Management | 656 | $170,343.52 | $253,058.57 | $82,715.05 | 48.56% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 100 | $27,258 | $38,342 | $11,084 | 40.66% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,862 | $1.41M | $1.86M | $455,475.7 | 32.33% |
David K. Balsdon Harvest Portfolios Group Inc. | 11,730 | $3.63M | $4.62M | $989,624.12 | 27.23% |
| BPN Brent P. Nicks Strategic Planning Inc. | 1,163 | $318,020.41 | $445,917.47 | $127,897.06 | 40.22% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,049 | $312,049.96 | $402,207.59 | $90,157.63 | 28.89% |
Mark Fiskio Empirical Asset Management LLC | 2,810 | $910,439.23 | $1.1M | $191,221.24 | 21% |
Timothy Gerlach Novem Group | 1,415 | $417,687.95 | $542,539.31 | $124,851.36 | 29.89% |
Jim Clark Worth Asset Management LLC | 993 | $243,390.65 | $380,736.07 | $137,345.42 | 56.43% |
Daniel Ronan Catalyst Financial Partners LLC | 3,411 | $1.04M | $1.31M | $265,992 | 25.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,334 | $4.02M | $6.65M | $2.63M | 65.4% |