| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 2,501 | $319,848.61 | $455,807.25 | $135,958.64 | 42.51% |
Ana-Maria Ignat Covestor Ltd | 56 | $4,803.32 | $10,295.6 | $5,492.28 | 114.34% |
W. Travis McKinney HB Wealth Management LLC | 4,740 | $575,473.34 | $863,865 | $288,391.66 | 50.11% |
William Jollie Quent Capital LLC | 290 | $42,082.22 | $53,316.5 | $11,234.28 | 26.7% |
Robert Glass AlphaCentric Advisors LLC | 1,890 | $267,140.01 | $344,452.5 | $77,312.49 | 28.94% |
Daniel Ronan Catalyst Financial Partners LLC | 4,551 | $704,796.57 | $829,419.75 | $124,623.18 | 17.68% |
CJ Harrison DecisionPoint Financial LLC | 3 | $541 | $546.75 | $5.75 | 1.06% |
| JG John Ginter Callan Family Office LLC | 2,979 | $372,455.46 | $545,931.51 | $173,476.05 | 46.58% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,015 | $281,817.92 | $367,233.75 | $85,415.83 | 30.31% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 1,146 | $146,148.82 | $208,858.5 | $62,709.68 | 42.91% |
Rachel Faulk Cape Investment Advisory Inc. | 100 | $17,868 | $18,225 | $357 | 2% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 4,037 | $328,934.97 | $735,743.25 | $406,808.28 | 123.67% |
Mariana Coli Dunhill Financial LLC | 10 | $1,235.46 | $1,836.9 | $601.44 | 48.68% |
Drew Phillips Fortitude Family Office LLC | 168 | $26,237.29 | $30,618 | $4,380.71 | 16.7% |
Bert D. Barre Colonial Trust Co. / SC | 5 | $557.6 | $916.3 | $358.7 | 64.33% |
Brian Matter Creative Capital Management Investments LLC | 28 | $5,019 | $5,103 | $84 | 1.67% |
| KLM Kate L. Miller STAR Financial Bank | 2,300 | $320,091.31 | $422,487 | $102,395.69 | 31.99% |
Ashley Buboltz Moran Wealth Management LLC | 1,570 | $280,528 | $286,132.5 | $5,604.5 | 2% |
Andrew Hass RF&L Wealth Management LLC | 3,413 | $456,087 | $622,019.25 | $165,932.25 | 36.38% |
Kevin Kroskey True Wealth Design LLC | 578 | $68,258.79 | $105,340.5 | $37,081.71 | 54.33% |