| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 200 | $12,298 | $19,594 | $7,296 | 59.33% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,744 | $256,838.4 | $270,585.84 | $13,747.44 | 5.35% |
Ana-Maria Ignat Covestor Ltd | 805 | $60,330.8 | $79,220.05 | $18,889.25 | 31.31% |
Lonny Elfenbein West Michigan Advisors LLC | 41,271 | $3.86M | $4.05M | $185,306.79 | 4.8% |
James Langer Redmont Wealth Advisors LLC | 1 | $61.49 | $98.09 | $36.6 | 59.52% |
W. Travis McKinney HB Wealth Management LLC | 4,959 | $392,998.2 | $488,015.19 | $95,016.99 | 24.18% |
Timothy Taylor TCM Advisors LLC | 12,118 | $860,883.04 | $1.2M | $336,920.67 | 39.14% |
William Jollie Quent Capital LLC | 246 | $19,071.15 | $24,208.86 | $5,137.71 | 26.94% |
Missy Straw Nilsine Partners LLC | 31,340 | $2.44M | $3.07M | $623,603.29 | 25.51% |
Taro Kuriyama Axq Capita LLP | 22,210 | $1.83M | $2.19M | $359,579.8 | 19.6% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 3,464 | $286,091.76 | $343,000.08 | $56,908.32 | 19.89% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,007 | $381,699.19 | $591,148.87 | $209,449.68 | 54.87% |
Eric Dahm Range Financial Group LLC | 7,319 | $668,312.19 | $723,483.15 | $55,170.96 | 8.26% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 428 | $26,722.74 | $42,297.06 | $15,574.32 | 58.28% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,110 | $765,945.47 | $1.19M | $424,891.38 | 55.47% |
CJ Harrison DecisionPoint Financial LLC | 4 | $326 | $393.64 | $67.64 | 20.75% |
| JG John Ginter Callan Family Office LLC | 4,095 | $335,871.45 | $405,364.05 | $69,492.6 | 20.69% |
Rodrigo Diaz Plan Group Financial LLC | 2,799 | $231,169 | $273,955.76 | $42,786.76 | 18.51% |
Mark Mowrey Signature Resources Capital Management LLC | 54 | $2,757 | $5,333.04 | $2,576.04 | 93.44% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,138 | $257,316 | $308,810.58 | $51,494.58 | 20.01% |