| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 5,930 | $230,021.26 | $198,388.15 | -$31,633.11 | -13.75% |
Bill McVay Red Tortoise LLC | 488 | $18,973 | $16,369.96 | -$2,603.04 | -13.72% |
Samantha Pierangeli City State Bank | 783 | $30,814.76 | $26,277.48 | -$4,537.28 | -14.72% |
W. Travis McKinney HB Wealth Management LLC | 50,018 | $1.49M | $1.65M | $155,226.06 | 10.42% |
| LF Lukas Feh LGT Group Foundation | 40,687 | $1.33M | $1.37M | $34,054.45 | 2.56% |
| MC mike Chen Byrne Asset Management LLC | 156 | $5,124.6 | $5,233.02 | $108.42 | 2.12% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,024 | $39,925.76 | $34,242.56 | -$5,683.2 | -14.23% |
William Jollie Quent Capital LLC | 4,713 | $126,822.4 | $155,010.57 | $28,188.17 | 22.23% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 11,966 | $328,004.19 | $393,561.74 | $65,557.55 | 19.99% |
Dalila Toledo Ascent Group LLC | 12,277 | $381,852.71 | $412,016.12 | $30,163.41 | 7.9% |
| EM Erin Mccann Simplicity Wealth LLC | 260,700 | $8.88M | $8.47M | -$407,908.56 | -4.59% |
Taro Kuriyama Axq Capita LLP | 39,195 | $1.44M | $1.27M | -$168,786.29 | -11.7% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 85 | $2,156.45 | $2,842.4 | $685.95 | 31.81% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,955 | $232,185.45 | $197,973.97 | -$34,211.48 | -14.73% |
Mark Fiskio Empirical Asset Management LLC | 16,092 | $546,323.4 | $540,047.52 | -$6,275.88 | -1.15% |
Timothy Gerlach Novem Group | 7,622 | $297,182 | $255,794.32 | -$41,387.68 | -13.93% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,358 | $320,625.23 | $373,564.62 | $52,939.39 | 16.51% |
Edward Lowndes Angeles Wealth Management LLC | 13,414 | $448,077 | $450,509.19 | $2,432.19 | 0.54% |
Kevin Zemann WealthPlan Investment Management LLC | 82,708 | $2.78M | $2.72M | -$61,498.81 | -2.21% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 20,230 | $626,351.35 | $676,491.2 | $50,139.85 | 8.01% |